Chief Compliance Officer

0001910660-25-000002.txt : 20250509 0001910660-25-000002.hdr.sgml : 20250509 20250509142340 ACCESSION NUMBER: 0001910660-25-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250509 DATE AS OF CHANGE: 20250509 EFFECTIVENESS DATE: 20250509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Horizon Family Wealth, Inc. CENTRAL INDEX KEY: 0001910660 ORGANIZATION NAME: EIN: 871033273 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21852 FILM NUMBER: 25929693 BUSINESS ADDRESS: STREET 1: 250 S WACKER DR. STREET 2: SUITE 220 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 312-442-9192 MAIL ADDRESS: STREET 1: 250 S WACKER DR. STREET 2: SUITE 220 CITY: CHICAGO STATE: IL ZIP: 60606 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001910660 XXXXXXXX 03-31-2025 03-31-2025 Horizon Family Wealth, Inc.

250 S WACKER DR. SUITE 220 CHICAGO IL 60606

13F HOLDINGS REPORT 028-21852 000031548 801-122217 N Joseph Blane Shea Chief Compliance Officer 312-442-9192 Blane Shea Chicago IL 05-09-2025 0 101 149983349 false INFORMATION TABLE 2 13F.xml ADOBE INC COM 00724F101 20327 53 SH OTR Active Index Advisors - Natixis 0 0 53 ADOBE INC COM 00724F101 288415 752 SH SOLE 0 0 752 ALPHABET INC CAP STK CL A 02079K305 95399 617 SH OTR Active Index Advisors - Natixis 0 0 617 ALPHABET INC CAP STK CL A 02079K305 832553 5384 SH SOLE 0 0 5384 AMAZON COM INC COM 023135106 144788 761 SH OTR Active Index Advisors - Natixis 0 0 761 AMAZON COM INC COM 023135106 808605 4250 SH SOLE 0 0 4250 AMERICAN ELEC PWR CO INC COM 025537101 3748 34 SH OTR Active Index Advisors - Natixis 0 0 34 AMERICAN ELEC PWR CO INC COM 025537101 472741 4326 SH SOLE 0 0 4326 AMERICAN EXPRESS CO COM 025816109 21596 80 SH OTR Active Index Advisors - Natixis 0 0 80 AMERICAN EXPRESS CO COM 025816109 549131 2041 SH SOLE 0 0 2041 APPLE INC COM 037833100 273112 1230 SH OTR Active Index Advisors - Natixis 0 0 1230 APPLE INC COM 037833100 1494566 6728 SH SOLE 0 0 6728 ASML HOLDING N V N Y REGISTRY SHS N07059210 4112 6 SH OTR Active Index Advisors - Natixis 0 0 6 ASML HOLDING N V N Y REGISTRY SHS N07059210 209274 316 SH SOLE 0 0 316 ASTRAZENECA PLC SPONSORED ADR 046353108 7203 98 SH OTR Active Index Advisors - Natixis 0 0 98 ASTRAZENECA PLC SPONSORED ADR 046353108 301271 4099 SH SOLE 0 0 4099 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86811 163 SH OTR Active Index Advisors - Natixis 0 0 163 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5399296 10138 SH SOLE 0 0 10138 BOSTON SCIENTIFIC CORP COM 101137107 376989 3737 SH SOLE 0 0 3737 BROADCOM INC COM 11135F101 91245 545 SH OTR Active Index Advisors - Natixis 0 0 545 BROADCOM INC COM 11135F101 722112 4313 SH SOLE 0 0 4313 CARPENTER TECHNOLOGY CORP COM 144285103 212023 1170 SH SOLE 0 0 1170 CBOE GLOBAL MKTS INC COM 12503M108 9185 41 SH OTR Active Index Advisors - Natixis 0 0 41 CBOE GLOBAL MKTS INC COM 12503M108 665338 2940 SH SOLE 0 0 2940 CHART INDS INC COM 16115Q308 343866 2382 SH SOLE 0 0 2382 COCA COLA CO COM 191216100 32076 448 SH OTR Active Index Advisors - Natixis 0 0 448 COCA COLA CO COM 191216100 824961 11519 SH SOLE 0 0 11519 DEERE & CO COM 244199105 14687 31 SH OTR Active Index Advisors - Natixis 0 0 31 DEERE & CO COM 244199105 283030 603 SH SOLE 0 0 603 DISNEY WALT CO COM 254687106 23693 240 SH OTR Active Index Advisors - Natixis 0 0 240 DISNEY WALT CO COM 254687106 1693884 17162 SH SOLE 0 0 17162 FERRARI N V COM N3167Y103 200324 468 SH SOLE 0 0 468 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 1478474 11252 SH SOLE 0 0 11252 FLEXSHARES TR M STAR DEV MKT 33939L803 415506 5554 SH SOLE 0 0 5554 FLEXSHARES TR QUALT DIVD IDX 33939L860 646433 9456 SH SOLE 0 0 9456 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 14120862 396097 SH SOLE 0 0 396097 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 23351280 212130 SH SOLE 0 0 212130 GOLDMAN SACHS ETF TR SMALL CAP CORE E 38149W614 5072209 108799 SH SOLE 0 0 108799 GOLDMAN SACHS GROUP INC COM 38141G104 17991 33 SH OTR Active Index Advisors - Natixis 0 0 33 GOLDMAN SACHS GROUP INC COM 38141G104 537707 984 SH SOLE 0 0 984 HCA HEALTHCARE INC COM 40412C101 321867 931 SH SOLE 0 0 931 INGREDION INC COM 457187102 450517 3332 SH SOLE 0 0 3332 INTUIT COM 461202103 26916 44 SH OTR Active Index Advisors - Natixis 0 0 44 INTUIT COM 461202103 558484 910 SH SOLE 0 0 910 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 2050016 22397 SH SOLE 0 0 22397 INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 46137V738 3052833 51299 SH SOLE 0 0 51299 INVESCO EXCHANGE TRADED FD T S&P SML600 GWT 46137V175 1386984 29663 SH SOLE 0 0 29663 ISHARES TR INTL SEL DIV ETF 464288448 383522 12364 SH SOLE 0 0 12364 ISHARES TR MRGSTR MD CP GRW 464288307 274146 3838 SH SOLE 0 0 3838 ISHARES TR 1 3 YR TREAS BD 464287457 477159 5768 SH SOLE 0 0 5768 ISHARES TR U.S. FIN SVC ETF 464287770 380081 4839 SH SOLE 0 0 4839 ISHARES TR S&P MC 400GR ETF 464287606 1318756 15835 SH SOLE 0 0 15835 ISHARES TR CORE S&P SCP ETF 464287804 550605 5265 SH SOLE 0 0 5265 ISHARES TR S&P 500 GRWT ETF 464287309 9085173 97869 SH SOLE 0 0 97869 ISHARES TR CORE 1 5 YR USD 46432F859 1837973 38014 SH SOLE 0 0 38014 ISHARES TR INTL EQTY FACTOR 46434V274 3995613 129559 SH SOLE 0 0 129559 ISHARES U S ETF TR SHORT MATURITY M 46431W838 203518 4051 SH SOLE 0 0 4051 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 231981 4562 SH SOLE 0 0 4562 J P MORGAN EXCHANGE TRADED F BETABUILDERS I 46641Q373 2804548 45599 SH SOLE 0 0 45599 JOHNSON CTLS INTL PLC SHS G51502105 3638 45 SH OTR Active Index Advisors - Natixis 0 0 45 JOHNSON CTLS INTL PLC SHS G51502105 346733 4328 SH SOLE 0 0 4328 JPMORGAN CHASE & CO. 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