13F Filings History of Horizon Family Wealth, Inc.

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$187,795,346
Signature - Title
Joseph Blane Shea - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Horizon Family Wealth, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Horizon Family Wealth, Inc. reported 83 stock holdings with total value $187,795,346 as of Q4 2025. Top holdings included GSLC, VUG, GSIE, BILS, and IVW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 83 $187,795,346 +$20,904,968 -$9,945,556 +$10,959,412 GSLC, VUG, GSIE, BILS, IVW 13F-HR 09 Feb 2026, 15:30
Q3 2025 78 $174,012,574 +$5,855,104 -$5,587,354 +$267,750 GSLC, VUG, GSIE, BILS, IVW 13F-HR 07 Nov 2025, 16:45
Q2 2025 76 $163,932,133 +$12,201,115 -$13,084,293 -$883,178 GSLC, GSIE, VUG, BILS, IVW 13F-HR 08 Aug 2025, 16:36
Q1 2025 73 $149,983,349 +$14,816,745 -$11,361,312 +$3,455,433 GSLC, GSIE, VUG, BILS, IVW 13F-HR 09 May 2025, 14:23
Q4 2024 81 $150,501,138 +$23,119,744 -$13,673,358 +$9,446,386 GSLC, VUG, GSIE, IVW, BILS 13F-HR 11 Feb 2025, 13:38
Q3 2024 79 $140,114,169 +$8,683,116 -$6,130,553 +$2,552,563 GSLC, VUG, GSIE, IVW, BILS 13F-HR 14 Nov 2024, 12:47
Q2 2024 76 $131,282,654 +$6,401,720 -$6,708,171 -$306,451 GSLC, VUG, GSIE, IVW, BILS 13F-HR 07 Aug 2024, 19:31
Q1 2024 76 $129,692,122 +$16,770,836 -$15,078,143 +$1,692,693 GSLC, VUG, GSIE, IVW, VO 13F-HR 09 May 2024, 16:54
Q4 2023 68 $118,829,251 +$6,815,739 -$2,865,902 +$3,949,837 GSLC, VUG, GSIE, VO, IVW 13F-HR 07 Feb 2024, 17:37
Q3 2023 64 $103,260,786 +$8,293,123 -$5,362,804 +$2,930,319 GSLC, VUG, GSIE, VO, IVW Restatement 15 Nov 2023, 16:04
Q2 2023 63 $104,532,588 +$7,051,808 -$3,284,337 +$3,767,471 GSLC, VUG, VO, GSIE, IVW 13F-HR 11 Aug 2023, 16:39
Q1 2023 59 $94,428,032 +$5,924,145 -$3,447,698 +$2,476,447 GSLC, VUG, VO, GSIE, IVW 13F-HR 05 May 2023, 17:52
Q4 2022 56 $86,835,550 +$10,022,850 -$11,470,859 -$1,448,009 GSLC, VUG, VO, GSIE, IVW 13F-HR 06 Feb 2023, 18:32
Q3 2022 53 $81,901,000 +$2,872,567 -$1,303,835 +$1,568,732 GSLC, VO, GSIE, VUG, SPYV 13F-HR 28 Oct 2022, 17:35
Q2 2022 53 $86,061,000 +$5,520,399 -$4,441,684 +$1,078,715 GSLC, VO, GSIE, VUG, SPYV 13F-HR 04 Aug 2022, 17:55
Q1 2022 61 $100,872,000 +$10,980,914 -$2,456,728 +$8,524,186 GSLC, VO, GSIE, VUG, QDF 13F-HR 05 May 2022, 19:22
Q4 2021 47 $98,133,000 $0 $0 $0 GSLC, VO, VUG, GSIE, IVW 13F-HR 11 Feb 2022, 16:47