Horizon Wealth Management, LLC ETF holdings
La Grange, IL
Reported $712.0M in 89 ETFs in its Form 13F for June 30, 2026.
ETF value
$712.0M
ETFs held
89
Change from prior quarter
+15.0%
With price moves
ETFs as a share of its 13F
90.8%
of $784.5M
Top 10 of 89 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BYLD | iShares Yield Optimized Bond ETF | $56.9M | 2,511,534 | +210,911 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $47.8M | 250,751 | −6,239 shares |
| ACWI | iShares MSCI ACWI ETF | $42.9M | 273,345 | New position |
| XLI | State Street Industrial Select Sector SPDR ETF | $42.6M | 230,058 | +114,596 shares |
| QQQM | Invesco NASDAQ 100 ETF | $35.4M | 116,737 | −834 shares |
| QQQ | Invesco QQQ Trust | $33.9M | 46,062 | −1,126 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $31.7M | 85,605 | −111 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $30.2M | 562,980 | New position |
| IWM | iShares Russell 2000 ETF | $28.5M | 94,986 | +2,812 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $27.8M | 233,299 | −949 shares |
79 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) 0001815123. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Horizon Wealth Management, LLC own?
Horizon Wealth Management, LLC reported 89 ETF positions worth $712.0M in its Form 13F for June 30, 2026. The largest was BYLD, at $56.9M.
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.