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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001910660

Horizon Family Wealth, Inc.

CHICAGO, IL · File #028-21852

Latest AUM
$187.8M
Positions
115
Top-10 Concentration
59.4%
Filings
13

Sector Allocation

Financials
8.5%$16.0M
Technology
5.0%$9.4M
Industrials
0.9%$1.8M
Healthcare
0.6%$1.2M
Utilities
0.3%$562,189

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1GOLDMAN SACHS ETF TRNVGLF135,073$17.9M10.32%
2VANGUARD INDEX FDS92290873632,958$16.1M9.28%
3GOLDMAN SACHS ETF TRNVGLF340,132$14.6M8.43%
4SPDR SERIES TRUST78468R523145,926$14.5M8.36%
5ISHARES TR46428730999,016$12.2M7.05%
6VANGUARD INDEX FDS92290862929,876$8.7M5.01%
7SPDR SERIES TRUST78464A50895,726$5.4M3.14%
8BERKSHIRE HATHAWAY INC DELBRK-A10,138$5.1M2.94%
9ISHARES TR46434V274113,756$4.3M2.48%
10PUTNAM ETF TRUST74672930091,395$4.2M2.40%
11INVESCO EXCHANGE TRADED FD TIVZ72,604$3.9M2.28%
122023 ETF SERIES TRUST90093420996,739$3.9M2.24%
13INVESCO EXCH TRADED FD TR IIIVZ107,758$3.5M2.03%
14INVESCO EXCHANGE TRADED FD TIVZ52,109$3.5M2.00%
15JANUS DETROIT STR TR47103U10045,274$3.3M1.92%
16VANGUARD INDEX FDS92290875112,677$3.3M1.89%
17J P MORGAN EXCHANGE TRADED F46641Q37344,638$3.2M1.86%
18VANGUARD WORLD FD92204A40520,074$2.7M1.55%
19ISHARES TR46428760626,886$2.6M1.50%
20CARILLON SER TR14214M27899,039$2.5M1.43%