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 ETFs Only

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%
$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%
$0
$2.23 Million 1.42% of portfolio
46,305
Q3 2025 Added 1.88%
$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%
$0
$821,000 0.52% of portfolio
11,207
Q3 2025 Added 0.3%
$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%
$0
$717,000 0.46% of portfolio
11,329
Q3 2025 Added 0.51%
$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%
$0
$468,000 0.3% of portfolio
1,580
Q3 2025 Added 0.38%
$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%
$0
$431,000 0.27% of portfolio
5,087
Q2 2025 New
$0
$321,000 0.2% of portfolio
2,565
Q3 2025 New
$0
$318,000 0.2% of portfolio
3,852
Q3 2025 Added 0.18%
$0
$252,000 0.16% of portfolio
9,132
Q3 2025 New
$0
$234,000 0.15% of portfolio
4,586
Q3 2025 Added 0.24%

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
Track This Portfolio

Track Horizon Family Wealth, Inc. Portfolio

Follow Horizon Family Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Family Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Horizon Family Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email