Horizons Wealth Management
CIK 0001943228 · ASHEVILLE, NC · Quarter end: 2026-03-31 · Filed on: 2026-04-02 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$152.5M
2026 Q1
Positions
170
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.4%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
VV
VANGUARD LARGE-CAP ETF
10.1%
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
8.9%
VO
VANGUARD MID-CAP ETF
7.3%
VB
VANGUARD SMALL-CAP ETF
6.9%
VNQ
VANGUARD REAL ESTATE ETF
6.8%
BND
VANGUARD TOTAL BOND MARKET ETF
4.2%
TIP
ISHARES TIPS BOND ETF
4.1%
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.