Horizon Family Wealth, Inc. Portfolio Holdings

Horizon Family Wealth, Inc.

  • $157 Million
  • Q3 2025

Horizon Family Wealth, Inc. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $18M, Vanguard Growth ETF with a value of $16.1M, Spdr Bloomberg 3 12 Month T Bi with a value of $12.4M, Ishares S&P 500 Growth ETF with a value of $12.3M, and Goldman Sachs ETF Tr Activebet with a value of $10.7M.

Examining the 13F form we can see an increase of $6.33M in the current position value, from $151M to 157M.

Below you can find more details about Horizon Family Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $157 Million
ETFs: $124 Million
Technology: $9.55 Million
Financial Services: $8.06 Million
Communication Services: $4.37 Million
Industrials: $1.93 Million
Consumer Defensive: $1.83 Million
Consumer Cyclical: $1.54 Million
Healthcare: $1.09 Million
Other: $859,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18 Million 11.45% of portfolio
138,118
Q3 2025 Reduced 4.28%
$0
$16.1 Million 10.28% of portfolio
33,656
Q3 2025 Reduced 0.15%
$0
$12.4 Million 7.87% of portfolio
124,150
Q3 2025 Added 2.07%
$0
$12.3 Million 7.81% of portfolio
101,581
Q3 2025 Added 0.52%
$0
$10.7 Million 6.84% of portfolio
340,749
Q3 2025 Reduced 16.8%
$0
$8.73 Million 5.56% of portfolio
29,711
Q3 2025 Added 0.81%
$0
$5.45 Million 3.47% of portfolio
98,445
Q3 2025 Added 0.29%
$662B
$5.18 Million 3.3% of portfolio
10,301
Q3 2025 Added 0.08%
$0
$5.16 Million 3.28% of portfolio
20,293
Q3 2025 Added 0.43%
$0
$4.66 Million 2.97% of portfolio
129,844
Q3 2025 Added 0.06%
$0
$3.9 Million 2.48% of portfolio
91,382
Q3 2025 Added 19.11%
$0
$3.38 Million 2.15% of portfolio
51,896
Q3 2025 Added 0.45%
$0
$3.02 Million 1.92% of portfolio
43,071
Q3 2025 Added 1.17%
$0
$2.61 Million 1.66% of portfolio
19,890
Q3 2025 Added 0.54%
$0
$2.44 Million 1.55% of portfolio
23,213
Q3 2025 Added 0.03%
$0
$2.42 Million 1.54% of portfolio
25,197
Q3 2025 Added 5.51%
$465B
$2.22 Million 1.41% of portfolio
11,900
Q3 2025 Reduced 3.42%
$193B
$2 Million 1.27% of portfolio
17,479
Q3 2025 Added 0.43%
$4.3T
$1.95 Million 1.24% of portfolio
7,652
Q3 2025 Reduced 3.68%
$0
$1.87 Million 1.19% of portfolio
38,239
Q3 2025 Added 1.97%
$0
$1.86 Million 1.18% of portfolio
3,033
Q3 2025 Added 0.3%
$0
$1.64 Million 1.05% of portfolio
10,238
Q3 2025 Added 0.06%
$0
$1.52 Million 0.97% of portfolio
5,396
Q3 2025 Added 0.37%
$1.65T
$1.44 Million 0.92% of portfolio
5,931
Q3 2025 Reduced 1.28%
$2.39T
$1.1 Million 0.7% of portfolio
5,011
Q1 2025 Added 6.57%
$139B
$1.02 Million 0.65% of portfolio
3,101
Q3 2025 Reduced 29.36%
$3.78T
$981,000 0.62% of portfolio
1,895
Q3 2025 Reduced 4.77%
$1.46T
$913,000 0.58% of portfolio
3,272
Q3 2025 Reduced 0.18%
$0
$821,000 0.52% of portfolio
11,207
Q3 2025 Added 0.3%
$265B
$824,000 0.52% of portfolio
1,035
Q3 2025 Added 1.27%
$181B
$824,000 0.52% of portfolio
8,416
Q3 2025 Added 0.24%
$0
$747,000 0.48% of portfolio
6,291
Q3 2025 Added 0.35%
$0
$757,000 0.48% of portfolio
9,541
Q3 2025 Added 0.41%
$27.4B
$735,000 0.47% of portfolio
3,000
Q3 2025 Added 0.3%
$306B
$725,000 0.46% of portfolio
10,946
Q3 2025 Added 0.7%
$0
$717,000 0.46% of portfolio
11,329
Q3 2025 Added 0.51%
$255B
$708,000 0.45% of portfolio
2,133
Q3 2025 Added 0.23%
$182B
$646,000 0.41% of portfolio
946
Q3 2025 Added 0.11%
$881B
$619,000 0.39% of portfolio
1,965
Q3 2025 Added 0.51%
$269B
$538,000 0.34% of portfolio
2,248
Q3 2025 Reduced 24.51%
$111B
$523,000 0.33% of portfolio
1,591
Q2 2025 New
$0
$516,000 0.33% of portfolio
3,710
Q3 2025 Added 0.41%
$0
$491,000 0.31% of portfolio
17,570
Q3 2025 New
$0
$480,000 0.31% of portfolio
5,797
Q3 2025 Added 1.86%
$279B
$468,000 0.3% of portfolio
4,546
Q3 2025 Added 0.24%
$0
$468,000 0.3% of portfolio
1,580
Q3 2025 Added 0.38%
$7.46B
$476,000 0.3% of portfolio
2,382
Q1 2025 Added 8.42%
$0
$465,000 0.3% of portfolio
12,729
Q3 2025 Added 0.61%
$0
$465,000 0.3% of portfolio
5,194
Q3 2025 Added 5.72%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $157 Million
  • Prior Value $151 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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