# EDGAR Filing Document

**Accession Number:** 0001910660
**File Stem:** 0001910660-26-000001
**Filing Date:** 2026-2
**Character Count:** 16111
**Document Hash:** 27ee87afa324a91d67ca7f0df43536e4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001910660-26-000001.hdr.sgml**: 20260209

**ACCESSION NUMBER**: 0001910660-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260209

**DATE AS OF CHANGE**: 20260209

**EFFECTIVENESS DATE**: 20260209

**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:** 26611195

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Horizon Family Wealth Inc.<br>**Address:** 250 S WACKER DR.<br>SUITE 220<br>CHICAGO, IL 60606

**Form 13F File Number:** 028-21852

**CRD Number (if applicable):** 000031548

**SEC File Number (if applicable):** 801-122217

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Joseph Blane Shea<br>**Title:** Chief Compliance Officer<br>**Phone:** 312-442-9192

**Signature, Place, and Date of Signing:**

Blane Shea  Chicago, IL  02-09-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 115

**Form 13F Information Table Value Total:** $187795346

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                 | Form 13F File Number   |
|:---|:---|:---|
|  | Natixis Advisors LLC | 028-05788              |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 2023 ETF SERIES TRUST | BRANDES INTERNAT | 900934209 |  | 3883108 | 96739 | SH |  | SOLE |  | 0 | 0 | 96739 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 152061 | 485 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 485 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 82170 | 262 | SH |  | SOLE |  | 0 | 0 | 262 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 179521 | 574 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 574 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1689753 | 5399 | SH |  | SOLE |  | 0 | 0 | 5399 |
| AMAZON COM INC | COM | 023135106 |  | 175654 | 761 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 761 |
| AMAZON COM INC | COM | 023135106 |  | 980985 | 4250 | SH |  | SOLE |  | 0 | 0 | 4250 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 2709 | 23 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 23 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 344786 | 2990 | SH |  | SOLE |  | 0 | 0 | 2990 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 29931 | 81 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 81 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 761013 | 2057 | SH |  | SOLE |  | 0 | 0 | 2057 |
| APPLE INC | COM | 037833100 |  | 328818 | 1210 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 1210 |
| APPLE INC | COM | 037833100 |  | 1748649 | 6432 | SH |  | SOLE |  | 0 | 0 | 6432 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 7752 | 7 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 7 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 339282 | 317 | SH |  | SOLE |  | 0 | 0 | 317 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 9709 | 106 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 106 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 379164 | 4124 | SH |  | SOLE |  | 0 | 0 | 4124 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 81932 | 163 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 163 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5095866 | 10138 | SH |  | SOLE |  | 0 | 0 | 10138 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 3147 | 33 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 33 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 356323 | 3737 | SH |  | SOLE |  | 0 | 0 | 3737 |
| BROADCOM INC | COM | 11135F101 |  | 181075 | 523 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 523 |
| BROADCOM INC | COM | 11135F101 |  | 738497 | 2134 | SH |  | SOLE |  | 0 | 0 | 2134 |
| CARILLON SER TR | RJ EAGLE VERTICA | 14214M278 |  | 2472984 | 99039 | SH |  | SOLE |  | 0 | 0 | 99039 |
| CARILLON SER TR | RJ EAGLE MUNICIP | 14214M286 |  | 812006 | 31750 | SH |  | SOLE |  | 0 | 0 | 31750 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 |  | 369283 | 1173 | SH |  | SOLE |  | 0 | 0 | 1173 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 |  | 10781 | 43 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 43 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 |  | 744397 | 2966 | SH |  | SOLE |  | 0 | 0 | 2966 |
| CHART INDS INC | COM | 16115Q308 |  | 491240 | 2382 | SH |  | SOLE |  | 0 | 0 | 2382 |
| COCA COLA CO | COM | 191216100 |  | 32035 | 458 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 458 |
| COCA COLA CO | COM | 191216100 |  | 709506 | 10149 | SH |  | SOLE |  | 0 | 0 | 10149 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 16852 | 48 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 48 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 545337 | 1544 | SH |  | SOLE |  | 0 | 0 | 1544 |
| CROWN HLDGS INC | COM | 228368106 |  | 206867 | 2009 | SH |  | SOLE |  | 0 | 0 | 2009 |
| DAVIS FUNDAMENTAL ETF TR | SELCT INTL ETF | 23908L405 |  | 710328 | 24924 | SH |  | SOLE |  | 0 | 0 | 24924 |
| DEERE  CO | COM | 244199105 |  | 14716 | 32 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 32 |
| DEERE  CO | COM | 244199105 |  | 283589 | 609 | SH |  | SOLE |  | 0 | 0 | 609 |
| DISNEY WALT CO | COM | 254687106 |  | 30040 | 264 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 264 |
| DISNEY WALT CO | COM | 254687106 |  | 1939508 | 17048 | SH |  | SOLE |  | 0 | 0 | 17048 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735K108 |  | 1636990 | 10239 | SH |  | SOLE |  | 0 | 0 | 10239 |
| FLEXSHARES TR | QUALT DIVD IDX | 33939L860 |  | 775438 | 9596 | SH |  | SOLE |  | 0 | 0 | 9596 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 17879599 | 135073 | SH |  | SOLE |  | 0 | 0 | 135073 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 |  | 14605272 | 340132 | SH |  | SOLE |  | 0 | 0 | 340132 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 37130 | 42 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 42 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 877147 | 998 | SH |  | SOLE |  | 0 | 0 | 998 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 437083 | 936 | SH |  | SOLE |  | 0 | 0 | 936 |
| INGREDION INC | COM | 457187102 |  | 374343 | 3395 | SH |  | SOLE |  | 0 | 0 | 3395 |
| INTUIT | COM | 461202103 |  | 22538 | 34 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 34 |
| INTUIT | COM | 461202103 |  | 605537 | 914 | SH |  | SOLE |  | 0 | 0 | 914 |
| INVESCO EXCH TRADED FD TR II | KBW BK ETF | 46138E628 |  | 239681 | 2844 | SH |  | SOLE |  | 0 | 0 | 2844 |
| INVESCO EXCH TRADED FD TR II | S 500 HIGH DIV | 46138G458 |  | 3519096 | 107758 | SH |  | SOLE |  | 0 | 0 | 107758 |
| INVESCO EXCH TRD SLF IDX FD | INTL DEV DYNAMIC | 46138J437 |  | 272042 | 9132 | SH |  | SOLE |  | 0 | 0 | 9132 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 2442215 | 23845 | SH |  | SOLE |  | 0 | 0 | 23845 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 46137V746 |  | 309786 | 2437 | SH |  | SOLE |  | 0 | 0 | 2437 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | 46137V738 |  | 3466264 | 52109 | SH |  | SOLE |  | 0 | 0 | 52109 |
| INVESCO EXCHANGE TRADED FD T | S SML600 GWT | 46137V175 |  | 3948187 | 72604 | SH |  | SOLE |  | 0 | 0 | 72604 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 985809 | 13135 | SH |  | SOLE |  | 0 | 0 | 13135 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 2187894 | 27403 | SH |  | SOLE |  | 0 | 0 | 27403 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 493898 | 5964 | SH |  | SOLE |  | 0 | 0 | 5964 |
| ISHARES TR | U.S. FIN SVC ETF | 464287770 |  | 434891 | 4714 | SH |  | SOLE |  | 0 | 0 | 4714 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 2604708 | 26886 | SH |  | SOLE |  | 0 | 0 | 26886 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 759236 | 6317 | SH |  | SOLE |  | 0 | 0 | 6317 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 12204751 | 99016 | SH |  | SOLE |  | 0 | 0 | 99016 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 511868 | 12975 | SH |  | SOLE |  | 0 | 0 | 12975 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 438754 | 5087 | SH |  | SOLE |  | 0 | 0 | 5087 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 2068580 | 20607 | SH |  | SOLE |  | 0 | 0 | 20607 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 1911481 | 39210 | SH |  | SOLE |  | 0 | 0 | 39210 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 |  | 4294287 | 113756 | SH |  | SOLE |  | 0 | 0 | 113756 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 234197 | 4598 | SH |  | SOLE |  | 0 | 0 | 4598 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 |  | 3228185 | 44638 | SH |  | SOLE |  | 0 | 0 | 44638 |
| JANUS DETROIT STR TR | HENDERSN CAP ETF | 47103U100 |  | 3330541 | 45274 | SH |  | SOLE |  | 0 | 0 | 45274 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 101534 | 315 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 315 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 534530 | 1659 | SH |  | SOLE |  | 0 | 0 | 1659 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 71646 | 419 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 419 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 743416 | 4343 | SH |  | SOLE |  | 0 | 0 | 4343 |
| META PLATFORMS INC | CL A | 30303M102 |  | 93029 | 141 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 141 |
| META PLATFORMS INC | CL A | 30303M102 |  | 241900 | 366 | SH |  | SOLE |  | 0 | 0 | 366 |
| MICROSOFT CORP | COM | 594918104 |  | 269656 | 558 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 558 |
| MICROSOFT CORP | COM | 594918104 |  | 648426 | 1341 | SH |  | SOLE |  | 0 | 0 | 1341 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 399353 | 2141 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 2141 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1816557 | 9740 | SH |  | SOLE |  | 0 | 0 | 9740 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 921 | 5 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 5 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 319587 | 1735 | SH |  | SOLE |  | 0 | 0 | 1735 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 24444 | 171 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 171 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 181079 | 1264 | SH |  | SOLE |  | 0 | 0 | 1264 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 |  | 4164891 | 91395 | SH |  | SOLE |  | 0 | 0 | 91395 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 1313123 | 30760 | SH |  | SOLE |  | 0 | 0 | 30760 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1555916 | 10807 | SH |  | SOLE |  | 0 | 0 | 10807 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 1013939 | 6550 | SH |  | SOLE |  | 0 | 0 | 6550 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 5438201 | 95726 | SH |  | SOLE |  | 0 | 0 | 95726 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R739 |  | 2115074 | 44073 | SH |  | SOLE |  | 0 | 0 | 44073 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A698 |  | 673004 | 10384 | SH |  | SOLE |  | 0 | 0 | 10384 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R523 |  | 14478764 | 145926 | SH |  | SOLE |  | 0 | 0 | 145926 |
| T-MOBILE US INC | COM | 872590104 |  | 5750 | 28 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 28 |
| T-MOBILE US INC | COM | 872590104 |  | 453150 | 2232 | SH |  | SOLE |  | 0 | 0 | 2232 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 20639 | 68 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 68 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 975677 | 3211 | SH |  | SOLE |  | 0 | 0 | 3211 |
| TESLA INC | COM | 88160R101 |  | 61612 | 137 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 137 |
| TESLA INC | COM | 88160R101 |  | 163248 | 363 | SH |  | SOLE |  | 0 | 0 | 363 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 9893 | 25 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 25 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 275238 | 707 | SH |  | SOLE |  | 0 | 0 | 707 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 11603 | 142 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 142 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 674434 | 8254 | SH |  | SOLE |  | 0 | 0 | 8254 |
| UNION PAC CORP | COM | 907818108 |  | 9042 | 39 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 39 |
| UNION PAC CORP | COM | 907818108 |  | 263628 | 1140 | SH |  | SOLE |  | 0 | 0 | 1140 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 8670515 | 29876 | SH |  | SOLE |  | 0 | 0 | 29876 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3269971 | 12677 | SH |  | SOLE |  | 0 | 0 | 12677 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 16078692 | 32958 | SH |  | SOLE |  | 0 | 0 | 32958 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1890532 | 3015 | SH |  | SOLE |  | 0 | 0 | 3015 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 481352 | 8032 | SH |  | SOLE |  | 0 | 0 | 8032 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 2679743 | 20074 | SH |  | SOLE |  | 0 | 0 | 20074 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 |  | 472843 | 1585 | SH |  | SOLE |  | 0 | 0 | 1585 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 543506 | 3355 | SH |  | SOLE |  | 0 | 0 | 3355 |
| WALMART INC | COM | 931142103 |  | 63891 | 573 | SH |  | OTR | Active Index Advisors - Natixis | 0 | 0 | 573 |
| WALMART INC | COM | 931142103 |  | 442595 | 3973 | SH |  | SOLE |  | 0 | 0 | 3973 |

---