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Horizons Wealth Management | Tormere

Horizons Wealth Management

Est. AUM

$149.4M

13F long equity, this entity only

Positions

167

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD LARGE-CAP ETF	ETF	$15.4M	51595	10.32%	SOLE
2	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$13.6M	212549	9.12%	SOLE
3	VANGUARD MID-CAP ETF	ETF	$11.1M	38722	7.44%	SOLE
4	VANGUARD SMALL-CAP ETF	ETF	$10.6M	40388	7.08%	SOLE
5	VANGUARD REAL ESTATE ETF	ETF	$10.4M	117118	6.95%	SOLE
6	VANGUARD TOTAL BOND MARKET ETF	ETF	$6.4M	87499	4.31%	SOLE
7	ISHARES TIPS BOND ETF	ETF	$6.3M	56764	4.19%	SOLE
8	VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$5.5M	113882	3.66%	SOLE
9	ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF	ETF	$5.4M	91840	3.64%	SOLE
10	INVESCO BULLETSHARES 2029 CORPORATE BOND ETF	ETF	$4.3M	228195	2.85%	SOLE
11	INVESCO BULLETSHARES 2026 CORPORATE BOND ETF	ETF	$4.2M	214225	2.80%	SOLE
12	INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	ETF	$4.1M	202139	2.76%	SOLE
13	INVESCO BULLETSHARES 2030 CORPORATE BOND ETF	ETF	$3.9M	231938	2.60%	SOLE
14	INVESCO BULLETSHARES 2027 CORPORATE BOND ETF	ETF	$3.9M	197215	2.59%	SOLE
15	INVESCO BULLETSHARES 2031 CORPORATE BOND ETF	ETF	$3.6M	216913	2.39%	SOLE
16	INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF	ETF	$2.8M	119356	1.85%	SOLE
17	INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	ETF	$2.8M	123176	1.84%	SOLE
18	VANGUARD LONG-TERM BOND ETF	ETF	$2.5M	36023	1.66%	SOLE
19	ISHARES MSCI EAFE ETF	ETF	$2.4M	24617	1.60%	SOLE
20	STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF	ETF	$2.0M	50096	1.37%	SOLE
21	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	ETF	$1.7M	33650	1.13%	SOLE
22	SCHWAB US TIPS ETF	ETF	$1.4M	50855	0.91%	SOLE
23	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$1.3M	13494	0.90%	SOLE
24	INVESCO BULLETSHARES 2032 CORPORATE BOND ETF	ETF	$1.3M	65043	0.90%	SOLE
25	ISHARES IBONDS DEC 2028 TERM TREASURY ETF	ETF	$1.1M	51543	0.77%	SOLE
26	ISHARES CORE S&P SMALL CAP ETF	ETF	$826K	6641	0.55%	SOLE
27	VANGUARD TAX-EXEMPT BOND ETF	ETF	$816K	16365	0.55%	SOLE
28	ISHARES CORE S&P 500 ETF	ETF	$805K	1232	0.54%	SOLE
29	ISHARES SELECT U.S. REIT ETF	ETF	$747K	12066	0.50%	SOLE
30	VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF	ETF	$728K	16389	0.49%	SOLE
31	APPLE INC COM	Stock	$716K	2820	0.48%	SOLE
32	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$675K	3519	0.45%	SOLE
33	ISHARES CORE S&P MID-CAP ETF	ETF	$641K	9488	0.43%	SOLE
34	ALPHABET INC CAP STK CL A	Stock	$584K	2030	0.39%	SOLE
35	PRIMORIS SVCS CORP COM	Stock	$569K	3976	0.38%	SOLE
36	VANGUARD TOTAL STOCK MARKET ETF	ETF	$568K	1772	0.38%	SOLE
37	INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF	ETF	$556K	25494	0.37%	SOLE
38	ALPHABET INC CAP STK CL APUT	Stock	$546K	1900	0.37%	SOLE
39	INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF	ETF	$540K	22863	0.36%	SOLE
40	INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF	ETF	$537K	23343	0.36%	SOLE
41	VANGUARD S&P 500 ETF	ETF	$504K	844	0.34%	SOLE
42	INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF	ETF	$504K	21537	0.34%	SOLE
43	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$476K	993	0.32%	SOLE
44	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$452K	8359	0.30%	SOLE
45	INVESCO QQQ TRUST SERIES I	ETF	$444K	770	0.30%	SOLE
46	INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF	ETF	$417K	17618	0.28%	SOLE
47	INVESCO QQQ TRUST SERIES IPUT	ETF	$404K	700	0.27%	SOLE
48	ISHARES CORE U.S. AGGREGATE BOND ETFPUT	ETF	$357K	3600	0.24%	SOLE
49	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$312K	732	0.21%	SOLE
50	ELI LILLY & CO COM	Stock	$311K	338	0.21%	SOLE

1–50 of 167

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.