Horizons Wealth Management Portfolio Holdings

Horizons Wealth Management

  • $151 Million
  • Q4 2025

Horizons Wealth Management has filed its 13F form on January 05, 2026 for Q4 2025 where it was disclosed a total value porftolio of $151 Million distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $15.9M, Vanguard Ftse Developed Market with a value of $13.4M, Vanguard Mid Cap ETF with a value of $11M, Vanguard Specialized Funds Van with a value of $10.3M, and Vanguard Small Cap ETF with a value of $10.3M.

Examining the 13F form we can see an increase of $4.4M in the current position value, from $146M to 151M.

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 $151 Million
ETFs: $140 Million
Technology: $1.96 Million
Financial Services: $1.33 Million
Communication Services: $1.32 Million
Industrials: $700,000
Consumer Cyclical: $584,000
Healthcare: $515,000
Real Estate: $40,000
Other: $28,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $151 Million
  • Prior Value $146 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 05, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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