Horizon Family Wealth, Inc. ETF holdings
Chicago, IL
Reported $183.1M in 52 ETFs in its Form 13F for June 30, 2026.
ETF value
$183.1M
ETFs held
52
Change from prior quarter
+15.4%
With price moves
ETFs as a share of its 13F
83.6%
of $219.1M
Top 10 of 52 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BILS | State Street SPDR Bloomberg 3-12 Month T-Bill ETF | $20.9M | 210,314 | +35,785 shares |
| VUG | Vanguard Morningstar Growth ETF | $14.7M | 170,865 | +138,323 shares |
| GSIE | Goldman Sachs ActiveBeta International Equity ETF | $14.7M | 320,611 | +3,403 shares |
| IVW | iShares S&P 500 Growth ETF | $13.3M | 96,677 | −1,351 shares |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $11.1M | 77,927 | −15,296 shares |
| PVAL | Putnam Focused Large Cap Value ETF | $10.0M | 196,468 | +11,805 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $9.1M | 113,473 | +84,801 shares |
| RZG | Invesco S&P SmallCap 600 Pure Growth ETF | $6.2M | 84,996 | +162 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $5.7M | 93,820 | +1,047 shares |
| INTF | iShares International Equity Factor ETF | $4.6M | 112,257 | +950 shares |
42 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001910660. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Horizon Family Wealth, Inc. own?
Horizon Family Wealth, Inc. reported 52 ETF positions worth $183.1M in its Form 13F for June 30, 2026. The largest was BILS, at $20.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.