Institutions / Visionary Wealth Advisors
Visionary Wealth Advisors
CIK 1802984 · Institution · as of Dec 31, 2025
Portfolio value
$2.22B
Positions
607
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 607 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $108.34M | 4.9% |
| iShares Tr | $70.80M | 3.2% |
| Microsoft Corp | $53.98M | 2.4% |
| Schwab Strategic Tr | $47.14M | 2.1% |
| Schwab Strategic Tr | $43.83M | 2.0% |
| Schwab Strategic Tr | $43.44M | 2.0% |
| Quanta Services Inc | $42.93M | 1.9% |
| American Centy ETF Tr | $35.68M | 1.6% |
| iShares Tr | $35.44M | 1.6% |
| PIMCO ETF Tr | $29.43M | 1.3% |
| Vanguard Bd Index Fds | $27.98M | 1.3% |
| J P Morgan Exchange Traded F | $25.99M | 1.2% |
| Cisco Systems, Inc. | $25.63M | 1.2% |
| iShares Tr | $24.07M | 1.1% |
| American Centy ETF Tr | $22.72M | 1.0% |
| Vanguard Index Fds | $22.62M | 1.0% |
| VanEck ETF Trust | $21.94M | 1.0% |
| Dimensional ETF Trust | $20.98M | 0.9% |
| Schwab Strategic Tr | $20.62M | 0.9% |
| Vanguard Index Fds | $20.34M | 0.9% |
| Dimensional ETF Trust | $20.22M | 0.9% |
| NVIDIA Corp | $20.17M | 0.9% |
| Amazon.com Inc | $19.81M | 0.9% |
| Johnson & Johnson | $19.70M | 0.9% |
| Walmart Inc. | $19.30M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.