Horizon Family Wealth, Inc.: 13F holdings
CIK 19106602026Q2
| Positions | 93 |
|---|---|
| Reported value | $219.1m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPDR SERIES TRUST | 210,314 | $20.9m | 9.5% |
| VUG VANGUARD INDEX FDS | 170,865 | $14.7m | 6.7% |
| EWU GOLDMAN SACHS ETF TR | 320,611 | $14.7m | 6.7% |
| IWF ISHARES TR | 96,677 | $13.3m | 6.1% |
| GSLC GOLDMAN SACHS ETF TR | 77,927 | $11.1m | 5.0% |
| PVAL PUTNAM ETF TRUST | 196,468 | $10.0m | 4.6% |
| VO VANGUARD INDEX FDS | 113,473 | $9.1m | 4.2% |
| INVESCO EXCHANGE TRADED FD T | 84,996 | $6.2m | 2.8% |
| SPYV SPDR SERIES TRUST | 93,820 | $5.7m | 2.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 10,133 | $5.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910660")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.