Horizons Wealth Management
CIK 1943228 · Holdings on Mar 31, 2026 · First reported Apr 2, 2026
Top ten holdings
Q1 2026- VV10.26%
- VEA9.06%
- VO7.40%
- VB7.04%
- VNQ6.91%
- BND4.29%
- TIP4.17%
- BNDX3.64%
- CMDY3.62%
- BSCT2.83%
Share classes counted separately59.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CMDYWeight increased · +0.59 pp3.03% → 3.62%Shares -1.47K (-1.57%)
- VVWeight decreased · -0.49 pp10.75% → 10.26%Shares +236 (+0.46%)
- EFAWeight increased · +0.16 pp1.43% → 1.59%Shares +2.21K (+9.87%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VVVNGRD MRGSTR LRG-CAP ETF-USDETF View history and evidence | $15.42M | 10.26% | 51.59K shares | 10.75% → 10.26%-0.49 pp +236 (+0.46%) | Added | ▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $13.62M | 9.06% | 212.55K shares | 9.08% → 9.06%-0.02 pp -5.87K (-2.69%) | Reduced | ▾ |
| 03 | VOVNGRD MRNGSTR MD-CAP ETF-USDETF View history and evidence | $11.12M | 7.40% | 38.72K shares | 7.42% → 7.40%-0.02 pp +274 (+0.71%) | Added | ▾ |
| 04 | VBVANGUARD MOST SM-CAP ETF-USDETF View history and evidence | $10.58M | 7.04% | 40.39K shares | 7.05% → 7.04%-0.01 pp -689 (-1.68%) | Reduced | ▾ |
| 05 | VNQVANGUARD REAL ESTATE ETFETF View history and evidence | $10.39M | 6.91% | 117.12K shares | 6.79% → 6.91%+0.12 pp +1.83K (+1.59%) | Added | ▾ |
| 06 | BNDVANGUARD TOTAL BOND MARKETETF View history and evidence | $6.44M | 4.29% | 87.50K shares | 4.24% → 4.29%+0.05 pp +1.35K (+1.57%) | Added | ▾ |
| 07 | TIPISHARES TIPS BOND ETFETF View history and evidence | $6.26M | 4.17% | 56.76K shares | 4.12% → 4.17%+0.05 pp +366 (+0.65%) | Added | ▾ |
| 08 | BNDXVANGUARD TOTAL INTL BOND ETFETF View history and evidence | $5.47M | 3.64% | 113.88K shares | 3.75% → 3.64%-0.11 pp -2.89K (-2.48%) | Reduced | ▾ |
| 09 | CMDYISHARES BLOOMBERG ROLL SELECETF View history and evidence | $5.44M | 3.62% | 91.84K shares | 3.03% → 3.62%+0.59 pp -1.47K (-1.57%) | Reduced | ▾ |
| 10 | BSCTINVESCO BULLETSHARES 2029 CBETF View history and evidence | $4.26M | 2.83% | 228.19K shares | 2.73% → 2.83%+0.10 pp +10.13K (+4.65%) | Added | ▾ |
Options overlay 4
$2.12M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
GOOGLALPHABET INC-CL AStock View history and evidence | Put | 2.10K | $603.88K | 0 (0.00%) | ▾ |
AAPLAPPLE INCStock View history and evidence | Put | 2.30K | $583.72K | 0 (0.00%) | ▾ |
QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | Put | 1.00K | $577.18K | 0 (0.00%) | ▾ |
3 / 4 options · preview only
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VHT VANGUARD HEALTH CARE ETF | Non-derivative | -50 | -$14.39K | SEC filing ↗ | SEC filing ↗ |
| GLD SPDR GOLD SHARES | Non-derivative | -11 | -$4.36K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1943228 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 152452385
}Research all 170 reported holdings.
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