Horizons Wealth Management
All 13F Filings
- Location
- Asheville, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 160,354
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/5/2026 | 165 | 160,354 | 13F-HR | Horizons Wealth Management |
| Q1 2026 | 4/2/2026 | 170 | 152,452 | 13F-HR | Horizons Wealth Management |
| Q4 2025 | 1/5/2026 | 169 | 152,611 | 13F-HR | Horizons Wealth Management |
| Q3 2025 | 10/3/2025 | 170 | 146,799 | 13F-HR | Horizons Wealth Management |
| Q2 2025 | 7/7/2025 | 179 | 140,271 | 13F-HR | Horizons Wealth Management |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.159 K
(1.3% of total reported value)
· QoQ Δ:
+2.159 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.387 K | 3.4% | 5.387 K | 0 | 5.387 K |
| ETFs | 152.8 K | 96.6% | 152.8 K | 0 | 152.8 K |
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Fund Snapshot
Q3 2026
Latest filed
10/5/2026
Total value ($000)
160,354
Holdings
165
QoQ value change ($000)
—
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.