SEC Form 13F

Horizon Family Wealth, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$219,097,633
Positions93

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTBILSST STR BL 12 ETF$20,900,988210,314
VANGUARD INDEX FDSVUGGROWTH ETF$14,718,283170,865
GOLDMAN SACHS ETF TRGSIEACTIVEBETA INT$14,651,907320,611
ISHARES TRIVWS&P 500 GRWT ETF$13,295,97396,677
GOLDMAN SACHS ETF TRGSLCACTIVEBETA US LG$11,057,09077,927
PUTNAM ETF TRUSTPVALFOCUSED LAR CAP$10,010,045196,468
VANGUARD INDEX FDSVOMID CAP ETF$9,142,515113,473
INVESCO EXCHANGE TRADED FD TRZGS&P SML600 GWT$6,178,75184,996
SPDR SERIES TRUSTSPYVST STR P500VAL$5,703,31293,820
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$5,070,45210,133

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page