Holdings
Horizon Family Wealth, Inc.
As of Jun 30, 2026, Horizon Family Wealth, Inc. reported 38 positions worth US$35.2M. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 10,133 | US$5.07M | −457 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,636 | US$2.37M | −272 | Jun 30, 2026 |
| Apple Inc | 7,069 | US$2.05M | +50 | Jun 30, 2026 |
| Nvidia Corporation | 9,597 | US$1.92M | −1,633 | Jun 30, 2026 |
| Walt Disney Company (the) | 17,143 | US$1.65M | −790 | Jun 30, 2026 |
| Lam Research Corporation | 3,392 | US$1.47M | −34 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,024 | US$1.32M | +2,042 | Jun 30, 2026 |
| American Express Company | 3,685 | US$1.25M | +181 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,179 | US$1.23M | +301 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,475 | US$1.18M | +149 | Jun 30, 2026 |