Horizon Wealth Management, LLC
All 13F Filings
- Location
- La Grange, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 682,193
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 137 | 682,193 | 13F-HR | Horizon Wealth Management, LLC |
| Q4 2025 | 2/4/2026 | 127 | 644,119 | 13F-HR | Horizon Wealth Management, LLC |
| Q3 2025 | 11/6/2025 | 126 | 681,119 | 13F-HR | Horizon Wealth Management, LLC |
| Q2 2025 | 8/4/2025 | 109 | 569,417 | 13F-HR | Horizon Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 112.2 K | 16.5% | 0 | 400.9 K | -400.9 K |
| ETFs | 569.9 K | 83.5% | 439 K | 0 | 439 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
682,193
Holdings
137
QoQ value change ($000)
38,074
(5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.