Horizons Wealth Management

CIK

1943228

Location

ASHEVILLE, NC

Portfolio Value

Micro $469,074

Diversification

Diversified

Filing Date

Global Rank

#7,969 / 8,336 ▲ 155

Top Industry

Consumer Electronics 21.2%

3Y Alpha vs SPY

+0.5%

Period ended 3 months ago

Filed Apr 2, 2026 · 2mo

16 quarters · since Jun 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.2%

SPY

+74.2%

Annualised alpha

+0.5%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.2%

+0.3 pts

Top 5

60.4%

−1.0 pts

Top 10

77.2%

−1.8 pts

HHI

909

Diversified−19

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.9%	$1,874,542	11
Unclassified	18.7%	$1,407,036	6
Communication Services	16.3%	$1,224,935	5
Financial Services	14.3%	$1,078,604	11
Industrials	11.3%	$854,097	7
Consumer Cyclical	7.0%	$525,931	8
Healthcare	6.2%	$469,074	8
Consumer Defensive	0.8%	$56,600	3
Real Estate	0.5%	$41,195	2
Basic Materials	0.0%	$3,470	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−475	993	$475,845
IAU	Ishares Gold Trust	−159	1,760	$155,161
YUM	Yum Brands Inc	−150	149	$23,166
GOOGL	Alphabet Inc.	−135	4,130	$1,187,622
SLV	iShares Silver Trust	−54	654	$44,563
MSFT	Microsoft Corp	−53	488	$180,642
MRK	Merck & Co., Inc.	−46	298	$35,846
QQQ	Invesco Qqq Trust, Series 1	−2	1,770	$1,021,608
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
COST	Costco Wholesale Corp /New	25	$24,910
BITW	Bitwise 10 Crypto Index ETF	558	$24,890
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GLD	Spdr Gold Trust	11	$4,359
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $469,074 total · Healthcare only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Held	338	0	$310,882	−14.4%	66.28%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	100	0	$56,189	−16.9%	11.98%
MRK	Merck & Co., Inc. Healthcare	Reduced	298	-46	$35,846	−1.0%	7.64%
UNH	Unitedhealth Group Inc Healthcare	Held	100	0	$27,059	−18.0%	5.77%
CI	Cigna Group Healthcare	Held	94	0	$25,074	−3.1%	5.35%
ABBV	AbbVie Inc. Healthcare	Held	52	0	$11,309	−4.8%	2.41%
DHR	Danaher Corp /De/ Healthcare	Held	13	0	$2,464	−17.2%	0.53%
OGN	Organon & Co. Healthcare	Held	42	0	$251	−16.6%	0.05%