Arkolith/Funds/Horizon Wealth Management, LLC

Horizon Wealth Management, LLC

CIK 1815123Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Horizon Wealth Management, LLC holds a diversified book of 148 stocks worth $784.5M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishares Msci Acwi ETF and trimmed SS Technology Select Sector. Their largest long position is Ishares Yield Optimized Bond at 7% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+18.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
21
bought for the first time
Added to
68
already held, bought more
Trimmed
35
sold some, still holds it
Sold out
10
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+14.0%
+18.9%/yr · since Nov '25
Their reported book
+8.7%
held from quarter-end
S&P 500
+16.0%
same window
$10K$10K$11K$11K$12KNov '25Jan '26Feb '26Apr '26Jun '26Aug '26
Horizon Wealth Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.3 points over this window.

Growth of $10,000 cloning Horizon Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
48%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

12% mapped to company sectors

ETF / fund or unclassified
88%
Information Technology
5%
Financials
4%
Consumer Discretionary
1%
Industrials
1%
Health Care
0%
Communication Services
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Horizon Wealth Management, LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC79 / 80$107.0B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$19.2B
Kestra Advisory Services, LLC78 / 80$8.4B
WELLS FARGO & COMPANY/MN77 / 80$150.7B
ENVESTNET ASSET MANAGEMENT INC77 / 80$106.1B
OSAIC HOLDINGS, INC.77 / 80$18.7B
MML INVESTORS SERVICES, LLC77 / 80$15.1B
CWM, LLC77 / 80$10.1B

Ranked by how many of Horizon Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

148 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
YLD OPTIM BD
$56.9M2.51M
7.3%
+9.2%
Added · +211K sh
2Select Sector SPDR TR
ST STR TECHN ETF
$47.8M250.8K
6.1%
−2.4%
Reduced · −6K sh
3Ishares TR
MSCI ACWI ETF
$42.9M273.3K
5.5%
New
New position
4Select Sector SPDR TR
ST STR INDL ETF
$42.6M230.1K
5.4%
+99%
Added · +115K sh
5Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$35.4M116.7K
4.5%
−0.7%
Reduced · −834 sh
6Invesco QQQ TR
UNIT SER 1
$33.9M46.1K
4.3%
−2.4%
Reduced · −1K sh
7Vanguard Index FDS
TOTAL STK MKT
$31.7M85.6K
4.0%
−0.1%
Reduced · −111 sh
8Select Sector SPDR TR
ST STR FINL ETF
$30.2M563.0K
3.8%
New
New position
9Ishares TR
RUSSELL 2000 ETF
$28.5M95.0K
3.6%
+3.0%
Added · +3K sh
10SPDR Series Trust
ST STR P500GRW
$27.8M233.3K
3.5%
−0.4%
Reduced · −949 sh
11Morgan Stanley ETF Trust
EAT INC OPP ETF
$27.6M552.4K
3.5%
+112%
Added · +292K sh
12Ishares TR
ISHARES SEMICDTR
$25.7M40.0K
3.3%
New
New position
13Nomura ETF TR
FOCU EM MKTS ETF
$25.3M347.7K
3.2%
−15%
Reduced · −61K sh
14SPDR Gold TR
GOLD SHS
$24.3M65.9K
3.1%
+2.0%
Added · +1K sh
15Wisdomtree TR
DYNAMIC INTL EQT
$20.4M442.5K
2.6%
−0.7%
Reduced · −3K sh
16Ishares TR
S&P 500 VAL ETF
$18.6M82.0K
2.4%
+3.6%
Added · +3K sh
17Select Sector SPDR TR
ST STR MATER ETF
$17.3M340.7K
2.2%
New
New position
18Wisdomtree TR
ARTI INT INN FD
$17.0M358.7K
2.2%
−35%
Reduced · −191K sh
19Select Sector SPDR TR
ST STR SVC ETF
$16.1M150.5K
2.1%
+9.0%
Added · +12K sh
20Ishares Inc
JP MRGN EM HI BD
$14.6M359.1K
1.9%
+8.7%
Added · +29K sh
21Apple Inc
COM
$14.4M49.8K
1.8%
+0.3%
Added · +125 sh
22Ishares TR
EXPANDED TECH
$13.7M151.4K
1.7%
+8.8%
Added · +12K sh
23Ishares TR
ISHARES BIOTECH
$11.5M60.3K
1.5%
35×
Added · +59K sh
24Ishares TR
US INFRASTRUC
$10.6M167.9K
1.3%
New
New position
25Pgim ETF TR
PGIM ULTRA SH BD
$10.3M208.4K
1.3%
+3.5%
Added · +7K sh
26Nvidia Corporation
COM
$7.3M36.4K
0.9%
+0.2%
Added · +73 sh
27SPDR Series Trust
ST STR P500ETF
$6.8M77.6K
0.9%
+0.1%
Added · +58 sh
28Invesco Exchange Traded FD T
S&P500 EQL WGT
$6.0M28.2K
0.8%
+0.1%
Added · +20 sh
29Global X FDS
LITHIUM BTRY ETF
$5.6M71.8K
0.7%
New
New position
30Ishares Inc
MSCI GBL GOLD MN
$5.3M81.5K
0.7%
−69%
Reduced · −185K sh
31Select Sector SPDR TR
ST STR REAL ETF
$5.2M117.3K
0.7%
New
New position
32State STR SPDR S&P 500 ETF T
TR UNIT
$4.7M6.3K
0.6%
+1.7%
Added · +105 sh
33Microsoft Corp
COM
$4.1M11.0K
0.5%
+0.3%
Added · +35 sh
34Advanced Micro Devices Inc
COM
$3.1M5.3K
0.4%
New
New position
35Amazon Com Inc
COM
$3.1M12.8K
0.4%
−26%
Reduced · −4K sh
36Vaneck ETF Trust
SEMICONDUCTR ETF
$3.0M4.6K
0.4%
−93%
Reduced · −60K sh
37Coinbase Global Inc
COM CL A
$3.0M20.5K
0.4%
−33%
Reduced · −10K sh
38BlackRock ETF Trust
ISHARES US EQUIT
$2.7M39.8K
0.3%
+6.9%
Added · +3K sh
39Ishares U S ETF TR
SHOR MAT MUN ETF
$2.6M52.0K
0.3%
−10%
Reduced · −6K sh
40Ishares TR
RUS 1000 VAL ETF
$2.6M10.6K
0.3%
+3.2%
Added · +327 sh
41Space Exploration Techn Corp
CLASS A COM STK
$2.6M14.9K
0.3%
New
New position
42Caterpillar Inc
COM
$2.4M2.2K
0.3%
+0.1%
Added · +2 sh
43Boeing Co
COM
$2.2M10.3K
0.3%
Held
44Tesla Inc
COM
$2.0M4.7K
0.3%
+0.2%
Added · +11 sh
45Ishares TR
IBOXX HI YD ETF
$1.8M23.0K
0.2%
−1.8%
Reduced · −428 sh
46Nomura ETF TR
FOCU LARG GR ETF
$1.8M65.3K
0.2%
+13%
Added · +8K sh
47JPMorgan Chase & Co
COM
$1.8M5.4K
0.2%
+0.3%
Added · +15 sh
48Disney Walt Co
COM
$1.6M17.0K
0.2%
+0.2%
Added · +39 sh
49BlackRock ETF Trust
ISHA I IN TE ETF
$1.6M31.0K
0.2%
−11%
Reduced · −4K sh
50Ishares TR
CORE S&P500 ETF
$1.6M2.1K
0.2%
+21%
Added · +363 sh
Showing 50 of 148 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026148$784.5M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026137$682.2M13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026127$644.1M13F-HR
Q3 2025Sep 30, 2025Nov 6, 2025126$681.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.