Long-term investor
Horizon Wealth Management, LLC @horizonwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001815123).
Record
- Tracked since 2025-06-30 (446 days), 120 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +11.1% · all +11.1%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46434V787 · 7.3% · long · since 2026-03-31
- 81369Y803 · 6.1% · long · since 2025-09-30
- 464288257 · 5.5% · long · since 2026-06-30
- 81369Y704 · 5.4% · long · since 2025-06-30
- 46138G649 · 4.5% · long · since 2025-06-30
- 46090E103 · 4.3% · long · since 2025-06-30
- 922908769 · 4.0% · long · since 2025-06-30
- 81369Y605 · 3.8% · long · since 2026-06-30
- 464287655 · 3.6% · long · since 2025-09-30
- 78464A409 · 3.5% · long · since 2025-06-30
- 61774R817 · 3.5% · long · since 2026-03-31
- 464287523 · 3.3% · long · since 2026-06-30