Long-term investor
Horizon Family Wealth, Inc. @horizonfamilywealthinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910660).
Record
- Tracked since 2025-06-30 (445 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months n/a · 1 year +15.8% · all +15.8%
- Max drawdown n/a · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BILS · 9.5% · long · since 2025-06-30
- VUG · 6.7% · long · since 2025-06-30
- GSIE · 6.7% · long · since 2025-06-30
- IVW · 6.1% · long · since 2025-06-30
- GSLC · 5.0% · long · since 2025-06-30
- PVAL · 4.6% · long · since 2025-06-30
- VO · 4.2% · long · since 2025-06-30
- RZG · 2.8% · long · since 2025-06-30
- SPYV · 2.6% · long · since 2025-06-30
- BRK-B · 2.3% · long · since 2025-06-30
- INTF · 2.1% · long · since 2025-06-30
- BINV · 2.0% · long · since 2025-09-30