Advertisement
Screener

Horizon Family Wealth, Inc. Current Holdings: USA Stocks

Horizon Family Wealth, Inc.

Horizon Family Wealth, Inc. reported a Form 13F information table total of $189.27 million in 128 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1910660): holdings report, quarter ended 2026-03-31, filed 2026-05-08; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
PRAGMA GESTAO DE PATRIMONIO LTDBrazil$0.189B18
North Berkeley Wealth Management, LLCUnited States$0.189B73
Steffes Financial, Ltd.United States$0.189B32
Pacific Point Advisors, LLCUnited States$0.190B133
Fortitude Financial, LLCUnited States$0.189B39
Laurel Wealth Planning LLCUnited States$0.190B59
Financial Architects, LLCUnited States$0.190B25
MARK SHEPTOFF FINANCIAL PLANNING, LLCUnited States$0.189B510
Gouws Capital LLCUnited States$0.189B58
Bradley & Co. Private Wealth Management, LLCUnited States$0.190B266