Horizon Family Wealth, Inc. 13F Holdings
CIK 0001910660 · CHICAGO, IL
As of Sep 30, 2025, Horizon Family Wealth, Inc. reported 78 positions worth
CIK 0001910660 · CHICAGO, IL
As of Sep 30, 2025, Horizon Family Wealth, Inc. reported 78 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 138,118 | 8.0M | 10.34% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 33,656 | 6.1M | 9.28% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 340,749 | 4.0M | 8.05% |
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF | BILS | — | 124,150 | 2.4M | 7.10% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 101,581 | 2.3M | 7.05% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 29,711 | $8.7M | 5.02% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 98,445 | $5.4M | 3.13% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 10,301 | $5.2M | 2.98% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 20,293 | $5.2M | 2.97% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTF | — | 129,844 | $4.7M | 2.68% |
| GOLDMAN SACHS SMALL CAP EQUITY ETF | GSC | — | 85,312 | $4.5M | 2.61% |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | PVAL | — | 91,382 | $3.9M | 2.24% |
| INVESCO LARGE CAP VALUE ETF | PWV | — | 51,896 | $3.4M | 1.94% |
| INVESCO EXCH TRADED FD TR II | — | — | 102,867 | $3.4M | 1.93% |
| 2023 ETF SERIES TRUST | — | — | 78,894 | $3.0M | 1.74% |
| JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | BBIN | — | 43,071 | $3.0M | 1.74% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 19,890 | $2.6M | 1.50% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 23,213 | $2.4M | 1.40% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 25,197 | $2.4M | 1.39% |
| STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | — | 46,305 | $2.2M | 1.28% |
| NVIDIA CORP | NVDA | Technology | 11,900 | $2.2M | 1.28% |
| WALT DISNEY CO | DIS | Communication Services | 17,479 | $2.0M | 1.15% |
| APPLE INC | AAPL | Technology | 7,652 | .9M | 1.12% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 38,239 | .9M | 1.07% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,033 | .9M | 1.07% |