Horizon Family Wealth, Inc.
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 219,098
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 93 | 219,098 | 13F-HR | Horizon Family Wealth, Inc. |
| Q1 2026 | 5/8/2026 | 88 | 189,273 | 13F-HR | Horizon Family Wealth, Inc. |
| Q4 2025 | 2/9/2026 | 83 | 187,795 | 13F-HR | Horizon Family Wealth, Inc. |
| Q3 2025 | 11/7/2025 | 78 | 174,013 | 13F-HR | Horizon Family Wealth, Inc. |
| Q2 2025 | 8/8/2025 | 76 | 163,932 | 13F-HR | Horizon Family Wealth, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.88 K | 17.7% | 2.679 K | 0 | 2.679 K |
| ETFs | 180.2 K | 82.3% | 27.15 K | 0 | 27.15 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
219,098
Holdings
93
QoQ value change ($000)
29,825
(15.8%)
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.