Notify me when Horizon Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 127 | $644,119,192 | +$222,093,396 | -$243,935,554 | -$21,842,158 | PYLD, XLK, GQI, DYNF, QQQ | 13F-HR | 04 Feb 2026, 09:25 |
| Q3 2025 | 126 | $681,118,691 | +$393,703,459 | -$322,880,301 | +$70,823,158 | ITOT, PYLD, RSPT, XLC, XLK | 13F-HR | 06 Nov 2025, 16:50 |
| Q2 2025 | 109 | $569,416,785 | +$204,733,913 | -$277,619,853 | -$72,885,940 | QQQ, PULS, DGRW, IVV, OAKM | 13F-HR | 04 Aug 2025, 10:10 |
| Q1 2025 | 104 | $593,213,918 | +$166,313,390 | -$124,456,723 | +$41,856,667 | SJNK, QQQ, DGRW, SPLG, USMV | 13F-HR | 11 Apr 2025, 10:17 |
| Q4 2024 | 102 | $574,837,237 | +$215,175,548 | -$142,819,530 | +$72,356,018 | SPLG, SJNK, QQQ, DGRW, DYNF | 13F-HR | 13 Jan 2025, 15:10 |
| Q3 2024 | 86 | $500,998,575 | +$133,316,954 | -$72,257,113 | +$61,059,841 | SPLG, RSP, DGRW, DYNF, PFF | 13F-HR | 16 Oct 2024, 17:02 |
| Q2 2024 | 82 | $419,799,892 | +$142,287,538 | -$117,111,343 | +$25,176,195 | SPLG, QQQ, DYNF, PFF, QQQM | 13F-HR | 19 Jul 2024, 19:56 |
| Q1 2024 | 88 | $383,285,167 | +$52,070,291 | -$57,969,197 | -$5,898,906 | SPLG, QQQ, DIA, SGOV, QQQM | 13F-HR | 18 Apr 2024, 12:08 |
| Q4 2023 | 82 | $359,606,188 | +$99,457,268 | -$20,127,210 | +$79,330,058 | SPLG, QQQ, DIA, SPYG, SPTL | 13F-HR | 22 Jan 2024, 08:50 |
| Q3 2023 | 78 | $248,914,444 | +$88,563,878 | -$83,752,496 | +$4,811,382 | SPLG, QQQ, DIA, QQQM, VTI | 13F-HR | 24 Oct 2023, 17:44 |
| Q2 2023 | 83 | $253,570,913 | +$138,424,270 | -$28,496,777 | +$109,927,493 | SPLG, QQQ, SPTM, QQQM, TSLA | 13F-HR | 31 Jul 2023, 08:43 |
| Q1 2023 | 77 | $133,301,050 | +$26,600,575 | -$26,844,192 | -$243,617 | QQQM, ZROZ, VTI, AAPL, RSP | 13F-HR | 11 May 2023, 17:30 |
| Q4 2022 | 69 | $122,737,057 | +$32,623,269 | -$48,608,046 | -$15,984,777 | SPLV, VTI, ZROZ, RSP, SPLG | 13F-HR | 09 Feb 2023, 16:09 |
| Q3 2022 | 71 | $136,417,000 | +$17,807,120 | -$111,698,465 | -$93,891,345 | AAPL, RSP, VTI, SPLV, MSFT | 13F-HR | 18 Nov 2022, 12:16 |
| Q2 2022 | 111 | $241,406,000 | +$43,866,880 | -$63,176,058 | -$19,309,178 | RSP, AAPL, ONEY, SPLV, QQQ | 13F-HR | 02 Aug 2022, 17:04 |
| Q1 2022 | 107 | $321,824,000 | +$50,875,180 | -$57,217,570 | -$6,342,390 | RSP, ONEY, QQQ, QQQM, AAPL | 13F-HR | 12 May 2022, 16:04 |
| Q4 2021 | 106 | $343,039,000 | $0 | $0 | $0 | RSP, QQQ, ONEY, SPLG, QQQM | 13F-HR | 14 Feb 2022, 15:21 |