Investor
Horizons Wealth Management
CIK 0001943228 · filed 2026-04-02 · SEC filing
13F book
$152.5M
Positions
166
3 new · 2 sold
Largest name
10.1%
Vanguard Index Fds
Est. mark
−$62.6K
Price effect on 163 names still held. Flow $38.6K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 51.6K | $15.4M | 10.1% | −$819.2K | Added−$748.6K |
| Vanguard Tax-Managed Fds | — | 212.5K | $13.6M | 8.9% | $342.2K | Cut−$24.7K |
| Vanguard Index Fds | — | 38.7K | $11.1M | 7.3% | −$116.9K | Added−$38.2K |
| Vanguard Index Fds | — | 40.4K | $10.6M | 6.9% | $160.3K | Cut−$17.4K |
| Vanguard Index Fds | — | 117.1K | $10.4M | 6.8% | $24.2K | Added$186.7K |
| Vanguard Bd Index Fds | — | 87.5K | $6.44M | 4.2% | −$37K | Added$62.5K |
| Ishares Tr | — | 56.8K | $6.26M | 4.1% | $25.4K | Added$65.8K |
| Vanguard Charlotte Fds | — | 113.9K | $5.47M | 3.6% | −$30.8K | Cut−$170.5K |
| Ishares U S Etf Tr | — | 91.8K | $5.44M | 3.6% | $966.5K | Cut$894.9K |
| Invesco Exch Trd Slf Idx Fd | — | 228.2K | $4.26M | 2.8% | −$38.1K | Added$151K |
| Invesco Exch Trd Slf Idx Fd | — | 214.2K | $4.18M | 2.7% | −$9.35K | Added$116K |
| Invesco Exch Trd Slf Idx Fd | — | 202.1K | $4.13M | 2.7% | −$34.1K | Added$165.3K |
| Invesco Exch Trd Slf Idx Fd | — | 231.9K | $3.88M | 2.5% | −$46.6K | Cut−$64.8K |
| Invesco Exch Trd Slf Idx Fd | — | 197.2K | $3.87M | 2.5% | −$21.8K | Added$128K |
| Invesco Exch Trd Slf Idx Fd | — | 216.9K | $3.57M | 2.3% | −$50.8K | Added−$40.7K |
| Invesco Exch Trd Slf Idx Fd | — | 119.4K | $2.77M | 1.8% | −$19.7K | Cut−$46.2K |
| Invesco Exch Trd Slf Idx Fd | — | 123.2K | $2.75M | 1.8% | −$30.5K | Added−$5.89K |
| Vanguard Bd Index Fds | — | 36K | $2.48M | 1.6% | −$26.6K | Added−$17.1K |
| Ishares Tr | — | 24.6K | $2.39M | 1.6% | $24.6K | Added$239.4K |
| Select Sector Spdr Tr | — | 50.1K | $2.05M | 1.3% | $24K | Cut−$1.86K |
| Ishares Tr | — | 33.6K | $1.68M | 1.1% | $913 | Added$162.6K |
| Schwab Us Tips Etf | — | 50.9K | $1.35M | 0.9% | $6.1K | Cut−$10.2K |
| Ishares Tr | — | 13.5K | $1.34M | 0.9% | −$8.23K | Cut−$15.8K |
| Invesco Exch Trd Slf Idx Fd | — | 65K | $1.34M | 0.9% | −$17.7K | Added$48.5K |
| Ishares Tr | — | 52.5K | $1.2M | 0.8% | $2.1K | Cut−$4.28K |
| Ishares Tr | — | 51.5K | $1.15M | 0.8% | −$4.16K | Added$14.9K |
| Ishares Tr | — | 47.3K | $1.06M | 0.7% | −$1.85K | Added$21.8K |
| Ishares Tr | — | 6.64K | $825.5K | 0.5% | $27.4K | Cut$26.8K |
| Vanguard Mun Bd Fds | — | 16.4K | $816.5K | 0.5% | −$6.55K | Held |
| Ishares Tr | — | 1.23K | $804.7K | 0.5% | −$39.1K | Cut−$42.5K |
| Ishares Tr | — | 12.1K | $746.8K | 0.5% | $26.8K | Cut−$86.3K |
| Vanguard Intl Equity Index F | — | 16.4K | $728.5K | 0.5% | −$21.3K | Added$26.3K |
| Apple Inc. | AAPL | 2.82K | $715.7K | 0.5% | −$51K | Held |
| Invesco Exchange Traded Fd T | — | 3.52K | $675.4K | 0.4% | $1.27K | Held |
| Ishares Tr | — | 9.49K | $640.7K | 0.4% | $14.5K | Cut$1.58K |
| Alphabet Inc | — | 2.03K | $583.7K | 0.4% | −$51.6K | Cut−$93.9K |
| Primoris Svcs Corp | — | 3.98K | $568.7K | 0.4% | $75.1K | Held |
| Vanguard Index Fds | — | 1.77K | $568.5K | 0.4% | −$25.6K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 25.5K | $556.1K | 0.4% | −$5.39K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 22.9K | $540.1K | 0.4% | −$458 | Held |
| Invesco Exch Trd Slf Idx Fd | — | 23.3K | $537.4K | 0.4% | −$2.94K | Added−$1.97K |
| Vanguard Index Fds | — | 844 | $504.3K | 0.3% | −$25K | Cut−$36.3K |
| Invesco Exch Trd Slf Idx Fd | — | 21.5K | $503.9K | 0.3% | −$2.26K | Held |
| Berkshire Hathaway Inc Del | — | 993 | $475.8K | 0.3% | −$23.3K | Cut−$262K |
| Vanguard Intl Equity Index F | — | 8.36K | $451.8K | 0.3% | $2.42K | Cut−$18K |
| Invesco Qqq Tr | — | 770 | $444.4K | 0.3% | −$28.6K | Cut−$29.8K |
| Invesco Exch Trd Slf Idx Fd | — | 17.6K | $416.7K | 0.3% | −$198 | Held |
| Ishares Tr | — | 732 | $312.1K | 0.2% | −$34.3K | Held |
| Eli Lilly & Co | LLY | 338 | $310.9K | 0.2% | −$52.4K | Held |
| Amazon Com Inc | AMZN | 1.46K | $304.5K | 0.2% | −$33K | Held |
| Ishares Inc | — | 4.21K | $293.5K | 0.2% | $10.6K | Held |
| Ishares Tr | — | 11.3K | $273.4K | 0.2% | −$409 | Added$25K |
| Invesco Exch Trd Slf Idx Fd | — | 12.6K | $263.2K | 0.2% | −$3.21K | Held |
| Ishares Tr | — | 10.7K | $259K | 0.2% | $107 | Cut−$28.5K |
| Schwab Strategic Tr | — | 8.41K | $244.6K | 0.2% | $5.05K | Held |
| Travelers Companies, Inc. | TRV | 812 | $236.8K | 0.2% | $1.31K | Held |
| Nvidia Corp | NVDA | 1.32K | $230.2K | 0.2% | −$16K | Held |
| Ishares Tr | — | 2.11K | $205K | 0.1% | $2.02K | Cut−$7.8K |
| Ishrs 10 Yr Invest Grade | — | 3.71K | $183.9K | 0.1% | −$3.04K | Cut−$32.1K |
| Microsoft Corp | MSFT | 488 | $180.6K | 0.1% | −$55.4K | Cut−$81K |
| Caterpillar Inc | CAT | 249 | $176.4K | 0.1% | $33.8K | Held |
| Ishares Tr | — | 1.83K | $174.7K | 0.1% | $968 | Cut−$3.41K |
| Ishares Gold Tr | — | 1.76K | $155.2K | 0.1% | $12.3K | Cut−$603 |
| Ishares Tr | — | 1.74K | $144K | 0.1% | −$436 | Cut−$2.84K |
| Dbx Etf Tr | — | 3.6K | $130.4K | 0.1% | −$2.42K | Held |
| Ishares Tr | — | 2.77K | $127.9K | 0.1% | $2.16K | Cut−$6.2K |
| Vanguard Admiral Fds Inc | — | 622 | $126.7K | 0.1% | −$659 | Held |
| Spdr Series Trust | — | 850 | $124K | 0.1% | $5.76K | Held |
| Ishares Tr | — | 874 | $123.6K | 0.1% | −$6.61K | Cut−$173K |
| Ishares Tr | — | 496 | $123K | 0.1% | $913 | Held |
| Bank America Corp | — | 2.5K | $121.7K | 0.1% | −$15.6K | Held |
| Ishares Tr | — | 1.07K | $110.6K | 0.1% | $1.11K | Cut−$833 |
| Alphabet Inc | — | 380 | $109K | 0.1% | −$10.2K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 164 | $101.1K | 0.1% | $2.21K | Held |
| Arista Networks, Inc. | ANET | 800 | $98.2K | 0.1% | −$6.6K | Held |
| Victory Portfolios Ii | — | 1.32K | $97.7K | 0.1% | $407 | Cut−$7.94K |
| Lowes Cos Inc | — | 407 | $96.2K | 0.1% | −$1.99K | Held |
| Ishares Tr | — | 2.01K | $94.7K | 0.1% | $2.09K | Cut−$23.9K |
| Chubb Limited | — | 282 | $91.9K | 0.1% | $3.89K | Held |
| Wisdomtree Tr | — | 1.23K | $82.9K | 0.1% | $518 | Held |
| Invesco Exch Trd Slf Idx Fd | — | 3.81K | $82.6K | 0.1% | −$1.2K | Held |
| Ishares Tr | — | 1.74K | $82.6K | 0.1% | −$521 | Cut−$58.3K |
| Vanguard Intl Equity Index F | — | 1.01K | $76.2K | 0.1% | $1.56K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 3.59K | $75.6K | 0.1% | −$1.71K | Held |
| Invesco Exchange Traded Fd T | — | 1.35K | $73.9K | 0.0% | $3.21K | Held |
| Home Depot, Inc. | HD | 205 | $67.4K | 0.0% | −$3.12K | Held |
| Spdr Series Trust | — | 648 | $62.2K | 0.0% | $2.29K | Held |
| Ishares Tr | — | 170 | $60.6K | 0.0% | −$2.87K | Held |
| Ishares Tr | — | 1.3K | $60.2K | 0.0% | −$1.23K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 1.55K | $59.7K | 0.0% | −$17.4K | Held |
| Deere & Co | DE | 105 | $59.1K | 0.0% | $10.3K | Held |
| Idexx Labs Inc | — | 100 | $56.2K | 0.0% | −$11.5K | Held |
| Ishares Tr | — | 426 | $54.6K | 0.0% | −$3.76K | Held |
| Ishares Tr | — | 360 | $54.5K | 0.0% | $3.7K | Held |
| Ishares Tr | — | 247 | $54K | 0.0% | $1K | Held |
| Vanguard World Fd | — | 77 | $53.7K | 0.0% | −$4.32K | Held |
| Vanguard Index Fds | — | 195 | $50.2K | 0.0% | −$4.25K | Held |
| Wisdomtree Tr | — | 832 | $48.3K | 0.0% | $931 | Held |
| Vanguard Specialized Funds | — | 222 | $47.7K | 0.0% | −$1.05K | Held |
| Ishares Tr | — | 122 | $45.2K | 0.0% | −$1.97K | Held |
| Ishares Silver Tr | — | 654 | $44.6K | 0.0% | $2.43K | Cut−$1.04K |
| Nnn Reit, Inc. | NNN | 975 | $41K | 0.0% | $2.34K | Held |
| Ishares Tr | — | 279 | $40.7K | 0.0% | $1.31K | Held |
| Truist Finl Corp | — | 853 | $39.2K | 0.0% | −$2.76K | Held |
| Ishares Tr | — | 270 | $39.1K | 0.0% | $959 | Held |
| Ishares Tr | — | 2.04K | $37.4K | 0.0% | $3.8K | Held |
| Jpmorgan Chase & Co. | — | 125 | $36.8K | 0.0% | −$3.51K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 1.43K | $36.6K | 0.0% | −$736 | Held |
| Merck & Co., Inc. | MRK | 298 | $35.8K | 0.0% | $4.48K | Cut−$363 |
| Citigroup Inc | — | 283 | $32.1K | 0.0% | −$928 | Held |
| Ishares Tr | — | 321 | $29.1K | 0.0% | $343 | Held |
| Coca Cola Co | KO | 382 | $29.1K | 0.0% | $2.34K | Held |
| Unitedhealth Group Inc | UNH | 100 | $27.1K | 0.0% | −$5.95K | Held |
| Meta Platforms, Inc. | META | 46 | $26.3K | 0.0% | −$4.05K | Held |
| Arch Cap Group Ltd | — | 273 | $26.2K | 0.0% | $19 | Held |
| Schwab Strategic Tr | — | 838 | $25.6K | 0.0% | $746 | Held |
| Vanguard Intl Equity Index F | — | 309 | $25.5K | 0.0% | −$364 | Held |
| Cigna Group | CI | 94 | $25.1K | 0.0% | −$797 | Held |
| Costco Whsl Corp New | — | 25 | $24.9K | 0.0% | — | New |
| Bitwise 10 Crypto Index Etf | BITW | 558 | $24.9K | 0.0% | — | New |
| Schwab Strategic Tr | — | 777 | $24.4K | 0.0% | −$210 | Held |
| Vanguard Intl Equity Index F | — | 244 | $23.8K | 0.0% | $1.79K | Held |
| Vanguard Scottsdale Fds | — | 102 | $23.4K | 0.0% | −$709 | Held |
| Yum Brands Inc | YUM | 149 | $23.2K | 0.0% | $626 | Cut−$22.1K |
| Spdr Index Shs Fds | — | 498 | $22.7K | 0.0% | $618 | Held |
| Ishares Tr | — | 100 | $19K | 0.0% | $838 | Held |
| Intel Corp | INTC | 429 | $18.9K | 0.0% | $3.1K | Held |
| Ishares U S Etf Tr | — | 555 | $18.8K | 0.0% | $4.95K | Held |
| Eaton Corp Plc | ETN | 50 | $17.9K | 0.0% | $1.96K | Held |
| Ishares Tr | — | 148 | $16.8K | 0.0% | −$1.5K | Held |
| RTX Corp | RTX | 81 | $15.6K | 0.0% | $770 | Held |
| Broadcom Inc. | AVGO | 50 | $15.5K | 0.0% | −$1.83K | Held |
| Spdr Series Trust | — | 158 | $15.5K | 0.0% | −$1.39K | Held |
| Oreilly Automotive Inc | — | 165 | $15.2K | 0.0% | $181 | Held |
| Metlife Inc | — | 194 | $13.7K | 0.0% | −$1.59K | Held |
| Yum China Hldgs Inc | — | 263 | $12.8K | 0.0% | $273 | Held |
| Ishares Tr | — | 129 | $12.2K | 0.0% | $86 | Held |
| AbbVie Inc. | ABBV | 52 | $11.3K | 0.0% | −$572 | Held |
| Waste Mgmt Inc Del | — | 49 | $11.3K | 0.0% | $494 | Held |
| Oracle Corp | — | 72 | $10.6K | 0.0% | −$3.44K | Held |
| Exchange Listed Fds Tr | — | 433 | $9.76K | 0.0% | −$212 | Held |
| International Business Machs | — | 35 | $8.48K | 0.0% | −$1.88K | Held |
| Spdr Series Trust | — | 164 | $7.92K | 0.0% | $239 | Held |
| Invesco Exchange Traded Fd T | — | 100 | $6.69K | 0.0% | −$355 | Held |
| At&T Inc | — | 229 | $6.64K | 0.0% | $951 | Held |
| Ishares Core 30 70 Con | — | 156 | $6.22K | 0.0% | −$37 | Held |
| Accenture Plc Ireland | — | 30 | $5.95K | 0.0% | −$2.1K | Held |
| Ishares Tr | — | 25 | $5.34K | 0.0% | $83 | Held |
| Delta Air Lines Inc Del | DAL | 76 | $5.07K | 0.0% | −$223 | Held |
| Vanguard Admiral Fds Inc | — | 36 | $4.13K | 0.0% | $139 | Held |
| Mcdonalds Corp | MCD | 13 | $4.04K | 0.0% | $67 | Held |
| Texas Instrs Inc | — | 18 | $3.5K | 0.0% | $372 | Held |
| Linde Plc | LIN | 7 | $3.47K | 0.0% | $485 | Held |
| Check Point Software Tech Lt | — | 22 | $3.14K | 0.0% | −$939 | Held |
| BlackRock, Inc. | BLK | 3 | $2.88K | 0.0% | −$326 | Held |
| Sysco Corp | SYY | 37 | $2.64K | 0.0% | −$88 | Held |
| Carnival Corp Ltd. | CCL | 100 | $2.59K | 0.0% | −$466 | Held |
| Danaher Corporation | — | 13 | $2.46K | 0.0% | −$511 | Held |
| Disney Walt Co | — | 25 | $2.41K | 0.0% | −$434 | Held |
| Profesionally Managed Portfo | — | 40 | $2.11K | 0.0% | — | New |
| Warner Bros. Discovery, Inc. | WBD | 71 | $1.95K | 0.0% | −$96 | Held |
| Brighthouse Finl Inc | — | 24 | $1.44K | 0.0% | −$118 | Held |
| Ishares Tr | — | 13 | $1.03K | 0.0% | −$14 | Held |
| Ea Series Trust | — | 19 | $750 | 0.0% | $208 | Held |
| Organon & Co. | OGN | 42 | $252 | 0.0% | −$49 | Held |
| Stag Indl Inc | STAG | 6 | $216 | 0.0% | −$5 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.