Horizons Wealth Management

CIK

1943228

Location

ASHEVILLE, NC

Portfolio Value

Micro $1,874,542

Diversification

Diversified

Filing Date

Global Rank

#8,217 / 8,586 ▲ 61

Top Industry

Consumer Electronics 21.2%

3Y Alpha vs SPY

+0.2%

Period ended 3 months ago

Filed Apr 2, 2026 · 3mo

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

+78.8%

SPY

+78.1%

Annualised alpha

+0.2%

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

11 positions · $1,874,542 total · Technology 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
AAPL	Apple Inc. Technology	Held	5,120	0	$1,299,404	−6.6%	69.32%
NVDA	Nvidia Corp Technology	Held	1,320	0	$230,208	−6.5%	12.28%
MSFT	Microsoft Corp Technology	Reduced	488	-53	$180,642	−31.0%	9.64%
ANET	Arista Networks, Inc. Technology	Held	800	0	$98,224	−6.3%	5.24%
INTC	Intel Corp Technology	Held	429	0	$18,931	+19.6%	1.01%
AVGO	Broadcom Inc. Technology	Held	50	0	$15,475	−10.6%	0.83%
ORCL	Oracle Corp Technology	Held	72	0	$10,591	−24.5%	0.56%
IBM	International Business Machines Corp Technology	Held	35	0	$8,483	−18.2%	0.45%
ACN	Accenture plc Technology	Held	30	0	$5,948	−26.1%	0.32%
TXN	Texas Instruments Inc Technology	Held	18	0	$3,494	+11.9%	0.19%
CHKP	Check Point Software Technologies Ltd Technology	Held	22	0	$3,142	−23.0%	0.17%