Institutional Fund
Horizon Family Wealth, Inc.
Chicago, ILCIK 19106605 filings on record
Portfolio Value
$189.27M
Q1 2026
Holdings
88
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+0.8%
from $187.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust9.2%
- Vanguard Index Fds7.5%
- Goldman Sachs ETF Tr7.2%
- Goldman Sachs ETF Tr6.2%
- Ishares Tr5.9%
- Putnam ETF Trust4.5%
- Other59.5%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 174.5K | $17.36M | 9.2% | +28.6K | Added |
| 2 | Vanguard Index Fds | 32.5K | $14.21M | 7.5% | −416 | Reduced |
| 3 | Goldman Sachs ETF Tr | 317.2K | $13.68M | 7.2% | −22.9K | Reduced |
| 4 | Goldman Sachs ETF Tr | 93.2K | $11.67M | 6.2% | −41.9K | Reduced |
| 5 | Ishares Tr | 98.0K | $11.09M | 5.9% | −988 | Reduced |
| 6 | Putnam ETF Trust | 184.7K | $8.57M | 4.5% | +93.3K | Added |
| 7 | Vanguard Index Fds | 28.7K | $8.23M | 4.4% | −1.2K | Reduced |
| 8 | Spdr Series Trust | 92.8K | $5.25M | 2.8% | −3.0K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 10.6K | $5.07M | 2.7% | +289 | Added |
| 10 | Invesco Exchange Traded Fd T | 84.8K | $4.83M | 2.6% | +12.2K | Added |
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