1y return+19.2%S&P 500 +20.9%
3y return+58.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $138 against $157 in the S&P 500.2
Horizon Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BYLDIshares Tr | $56.9M | 7.3% | +9.2% |
| XLKSelect Sector Spdr Tr | $47.8M | 6.1% | −2.4% |
| ACWIIshares Tr | $42.9M | 5.5% | New |
| XLISelect Sector Spdr Tr | $42.6M | 5.4% | +99.2% |
| QQQMInvesco Exch Traded Fd Tr II | $35.4M | 4.5% | |
| QQQInvesco Qqq Tr | $33.9M | 4.3% | −2.4% |
| VTIVanguard Index Fds | $31.7M | 4.0% | |
| XLFSelect Sector Spdr Tr | $30.2M | 3.8% | New |
| IWMIshares Tr | $28.5M | 3.6% | +3.1% |
| SPYGSpdr Series Trust | $27.8M | 3.5% | |
| XAGGMorgan Stanley Etf Trust | $27.6M | 3.5% | +112.1% |
| SOXXIshares Tr | $25.7M | 3.3% | New |
| EMEQNomura Etf Tr | $25.3M | 3.2% | −15.0% |
| GLDSpdr Gold Tr | $24.3M | 3.1% | +2.0% |
| DDWMWisdomtree Tr | $20.4M | 2.6% | |
| IVEIshares Tr | $18.6M | 2.4% | +3.6% |
| XLBSelect Sector Spdr Tr | $17.3M | 2.2% | New |
| WTAIWisdomtree Tr | $17.0M | 2.2% | −34.8% |
| XLCSelect Sector Spdr Tr | $16.1M | 2.1% | +9.0% |
| EMHYIshares Inc | $14.6M | 1.9% | +8.7% |
| AAPLApple Inc | $14.4M | 1.8% | |
| IGVIshares Tr | $13.7M | 1.7% | +8.8% |
| IBBIshares Tr | $11.5M | 1.5% | +3376.6% |
| IFRAIshares Tr | $10.6M | 1.3% | New |
| PULSPgim Etf Tr | $10.3M | 1.3% | +3.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $7.3M |
| SMHVaneck Etf Trust | December 31, 2023 | +275.1% | $3.0M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2021 | +85.2% | $35.4M |
| QQQInvesco Qqq Tr | December 31, 2021 | +85.1% | $33.9M |
| XLCSelect Sector Spdr Tr | June 30, 2023 | +64.6% | $16.1M |
| SPYGSpdr Series Trust | December 31, 2021 | +64.2% | $27.8M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $14.4M |
| WTAIWisdomtree Tr | December 31, 2025 | +62.9% | $17.0M |
| XLISelect Sector Spdr Tr | December 31, 2023 | +62.5% | $42.6M |
| EMEQNomura Etf Tr | March 31, 2026 | +61.6% | $25.3M |
Sold off last quarter
- XLESelect Sector Spdr Tr was $17.8M
- XARSpdr Series Trust was $16.7M
- XLUSelect Sector Spdr Tr was $14.7M
- OPPJWisdomtree Tr was $11.4M
- BKLNInvesco Exch Traded Fd Tr II was $9.3M
- SLVIshares Silver Tr was $4.3M
- IEOIshares Tr was $4.0M
- EZBCFranklin Templeton Digital H was $259K
- PEPPepsico Inc was $217K
- PTLOPortillos Inc was $53K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.7% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +8.8% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | +4.1% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +12.6% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +8.3% | +8.3% |
| March 31, 2023 | +8.7% | +7.0% |
| December 31, 2022 | +1.6% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −19.1% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Horizon Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1815123&type=13F-HR&dateb=&owner=include&count=40CIK 1815123
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1815123/000195175726001099/Filed August 6, 2026 · accession 0001951757-26-001099