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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.3B
$226,000 0.15% of portfolio
812
Q1 2025 Reduced 3.68%
$141B
$102,000 0.07% of portfolio
407
Q4 2024 Reduced 0.25%
$123B
$79,000 0.05% of portfolio
282
Q4 2022 Added 809.68%
$57.4B
$63,000 0.04% of portfolio
100
Q2 2023 New
$59.5B
$38,000 0.03% of portfolio
853
Q2 2022 New
$144B
$48,000 0.03% of portfolio
105
Q4 2024 Reduced 0.94%
$42.4B
$45,000 0.03% of portfolio
299
Q2 2024 New
$194B
$28,000 0.02% of portfolio
283
Q2 2025 Reduced 6.6%
$82.3B
$27,000 0.02% of portfolio
94
Q3 2025 Reduced 6.93%
$34.2B
$24,000 0.02% of portfolio
273
Q2 2022 New
$140B
$18,000 0.01% of portfolio
50
Q2 2023 Added 56.25%
$19.3B
$11,000 0.01% of portfolio
263
Q2 2024 New
$139B
$16,000 0.01% of portfolio
50
Q2 2024 Added 900.0%
$62.7B
$15,000 0.01% of portfolio
194
Q2 2022 New
$85.9B
$10,000 0.01% of portfolio
49
Q2 2023 Added 48.48%
$146B
$14,000 0.01% of portfolio
429
Q2 2022 New
$193B
$2,000 0.0% of portfolio
25
Q1 2025 New
$37.5B
$4,000 0.0% of portfolio
76
Q1 2025 New
$24.8B
$4,000 0.0% of portfolio
22
Q2 2022 New
$155B
$7,000 0.0% of portfolio
30
Q4 2023 New
$55.9B
$1,000 0.0% of portfolio
71
Q2 2022 New
$182B
$6,000 0.0% of portfolio
229
Q2 2023 Reduced 23.41%
$177B
$3,000 0.0% of portfolio
18
Q3 2025 Reduced 63.27%
$161B
$2,000 0.0% of portfolio
13
Q3 2025 Reduced 64.86%
$37.9B
$3,000 0.0% of portfolio
37
Q2 2024 Reduced 39.34%

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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