Horizon Family Wealth, Inc. — 13F holdings

Horizon Family Wealth, Inc. reported 134 holdings worth $219M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. BILS SPDR SERIES TRUST — $20.9M (9.5%)
2. VUG VANGUARD INDEX FDS — $14.7M (6.7%)
3. GSIE GOLDMAN SACHS ETF TR — $14.7M (6.7%)
4. IVW ISHARES TR — $13.3M (6.1%)
5. GSLC GOLDMAN SACHS ETF TR — $11.1M (5.0%)
6. PVAL PUTNAM ETF TRUST — $10.0M (4.6%)
7. VO VANGUARD INDEX FDS — $9.14M (4.2%)
8. RZG INVESCO EXCHANGE TRADED FD T — $6.18M (2.8%)
9. SPYV SPDR SERIES TRUST — $5.70M (2.6%)
10. BRK.B BERKSHIRE HATHAWAY INC DEL — $5.07M (2.3%)