Horizon Wealth Management, LLC
Annual return '25
+23.7%
SPY '25
+17.7%
Alpha
+6.0ptsvs SPY
Invested
$682.2M
Holdings
137
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BYLD
ISHARES TR
Held since at least Q1 2024
7.6%
02
$OAKM
HARRIS OAKMARK ETF TRUST
Held since at least Q1 2024
5.5%
03
$XLK
SELECT SECTOR SPDR TR
Held since at least Q1 2024
5.0%
04
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
4.1%
05
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
4.1%
06
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
4.0%
07
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
4.0%
08
$SMH
VANECK ETF TRUST
Q1 2026: New position (50.0k shares)
3.6%
09
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
3.4%
10
$IWM
ISHARES TR
Held since at least Q1 2024
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:27 UTC.