Horizons Wealth Management Portfolio Holdings

Horizons Wealth Management

  • $146 Million
  • Q3 2025

Horizons Wealth Management has filed its 13F form on October 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Million distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $15.3M, Vanguard Ftse Developed Market with a value of $12.9M, Vanguard Mid Cap ETF with a value of $11M, Vanguard Specialized Funds Van with a value of $10.6M, and Vanguard Small Cap ETF with a value of $10.2M.

Examining the 13F form we can see an increase of $6.67M in the current position value, from $139M to 146M.

Horizons Wealth Management is based out at Asheville, NC

Below you can find more details about Horizons Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $146 Million
ETFs: $138 Million
Technology: $1.99 Million
Industrials: $1.49 Million
Financial Services: $1.37 Million
Communication Services: $1.12 Million
Consumer Cyclical: $584,000
Healthcare: $423,000
Real Estate: $41,000
Other: $37,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.3 Million 10.5% of portfolio
50,514
Q3 2025 Reduced 1.48%
$0
$12.9 Million 8.84% of portfolio
216,017
Q3 2025 Added 2.67%
$0
$11 Million 7.5% of portfolio
37,552
Q3 2025 Added 0.3%
$0
$10.6 Million 7.27% of portfolio
114,432
Q3 2025 Added 2.1%
$0
$10.2 Million 7.01% of portfolio
40,091
Q3 2025 Added 0.09%
$0
$6.22 Million 4.26% of portfolio
55,954
Q3 2025 Added 2.75%
$0
$5.99 Million 4.1% of portfolio
80,293
Q3 2025 Added 3.48%
$0
$5.45 Million 3.73% of portfolio
110,370
Q3 2025 Added 0.59%
$0
$4.06 Million 2.78% of portfolio
216,026
Q3 2025 Added 2.1%
$0
$3.92 Million 2.68% of portfolio
190,586
Q3 2025 Added 1.99%
$0
$3.82 Million 2.61% of portfolio
195,044
Q3 2025 Added 1.11%
$0
$3.79 Million 2.6% of portfolio
223,327
Q3 2025 Added 2.9%
$0
$3.73 Million 2.55% of portfolio
189,202
Q3 2025 Added 1.53%
$0
$3.72 Million 2.54% of portfolio
71,582
Q3 2025 Added 4.29%
$0
$3.11 Million 2.13% of portfolio
150,351
Q3 2025 Reduced 4.41%
$0
$2.7 Million 1.85% of portfolio
115,289
Q3 2025 Added 2.19%
$0
$2.15 Million 1.47% of portfolio
23,034
Q3 2025 Reduced 3.04%
$0
$1.92 Million 1.31% of portfolio
84,228
Q3 2025 Added 531.44%
$0
$1.73 Million 1.19% of portfolio
40,948
Q3 2025 Added 3.15%
$0
$1.58 Million 1.08% of portfolio
94,803
Q3 2025 Added 18.29%
$0
$1.42 Million 0.97% of portfolio
14,088
Q3 2025 Added 7.3%
$0
$1.34 Million 0.92% of portfolio
26,140
Q3 2025 Added 14.67%
$6.28B
$1.28 Million 0.88% of portfolio
9,338
Q3 2025 Added 134.86%
$0
$1.12 Million 0.77% of portfolio
41,531
Q3 2025 Added 4.13%
$0
$1.09 Million 0.74% of portfolio
47,471
Q3 2025 Added 1.97%
$0
$1.01 Million 0.69% of portfolio
44,815
Q3 2025 Added 6.05%
$0
$964,000 0.66% of portfolio
41,335
Q3 2025 Reduced 0.17%
$0
$887,000 0.61% of portfolio
14,406
Q3 2025 Reduced 2.07%
$0
$841,000 0.58% of portfolio
1,258
Q3 2025 Reduced 4.12%
$662B
$787,000 0.54% of portfolio
1,566
Q2 2025 Reduced 5.09%
$0
$789,000 0.54% of portfolio
6,646
Q2 2025 Reduced 11.94%
$4.38T
$772,000 0.53% of portfolio
3,033
Q3 2025 Reduced 5.69%
$0
$722,000 0.49% of portfolio
31,341
Q3 2025 Reduced 68.76%
$0
$676,000 0.46% of portfolio
13,528
Q3 2025 Added 6.86%
$0
$667,000 0.46% of portfolio
3,519
Q2 2024 Reduced 1.4%
$0
$631,000 0.43% of portfolio
9,684
Q3 2025 Reduced 4.97%
$0
$570,000 0.39% of portfolio
931
Q3 2025 Reduced 0.64%
$0
$530,000 0.36% of portfolio
1,636
Q3 2025 Added 0.25%
$0
$533,000 0.36% of portfolio
24,327
Q4 2024 Added 249.12%
$0
$531,000 0.36% of portfolio
11,045
Q3 2025 Added 4.33%
$1.65T
$526,000 0.36% of portfolio
2,165
Q4 2024 Reduced 3.05%
$0
$494,000 0.34% of portfolio
21,424
Q3 2025 Added 0.81%
$0
$464,000 0.32% of portfolio
774
Q3 2025 Reduced 1.65%
$0
$472,000 0.32% of portfolio
20,051
Q3 2025 Added 0.17%
$0
$452,000 0.31% of portfolio
8,454
Q3 2025 Added 1.87%
$0
$387,000 0.26% of portfolio
16,346
Q3 2025 Added 2.66%
$0
$336,000 0.23% of portfolio
732
Q2 2023 Added 45.53%
$2.39T
$321,000 0.22% of portfolio
1,462
Q2 2025 Reduced 1.35%
$0
$325,000 0.22% of portfolio
13,274
Q1 2025 Added 0.64%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $146 Million
  • Prior Value $139 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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