Ryan Williamson

Horizon Wealth Management, Llc

Assets Managed

$682.193M

Holdings

137

Last Quarter

2026 - Q1

Filed Date

1mo 9d ago

Growth Rate

5.92%(2Q avg: 0.24%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Horizon Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Horizon Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 682.193M in assets, with a quarterly growth rate of 5.92% and a 2-quarter average growth rate of 0.24%. The portfolio is managed by Ryan Williamson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BYLD Ishares Yield Optimized Bond Recent Activity New Position	7.6%	$51.833M 2.301M shares@ $22.53 avg price	New Position
OAKM Oakmark Us Large Cap Etf Recent Activity Increased 7587.79%	5.5%	$37.488M 1.36M shares@ $27.57 avg price	Increased 7587.79%
XLK Technology Select Sect Spdr Recent Activity Decreased -33.35%	5.01%	$34.154M 256,990 shares@ $132.9 avg price	Decreased -33.35%
QQQM Invesco Nasdaq 100 Etf Recent Activity Increased 4.57%	4.1%	$27.937M 117,571 shares@ $237.63 avg price	Increased 4.57%
GLD Spdr Gold Shares Recent Activity Increased 45.42%	4.08%	$27.811M 64,634 shares@ $430.29 avg price	Increased 45.42%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 5.56%	4.04%	$27.499M 85,716 shares@ $320.82 avg price	Increased 5.56%
QQQ Invesco Qqq Trust Series 1 Recent Activity Decreased -34.35%	4%	$27.236M 47,188 shares@ $577.19 avg price	Decreased -34.35%
SMH Vaneck Semiconductor Etf Recent Activity Increased 58.51%	3.63%	$24.738M 64,522 shares@ $383.4 avg price	Increased 58.51%
SPYG Spdr Portfolio S&p 500 Growt Recent Activity Increased 5.29%	3.37%	$22.935M 234,248 shares@ $97.91 avg price	Increased 5.29%
IWM Ishares Russell 2000 Etf Recent Activity New Position	3.36%	$22.859M 92,174 shares@ $248.01 avg price	New Position

1-10 of 137