Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $117M | 4.6% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $86M | 3.4% |
| Quanta Svcs Inc.COM | COM | $64.7M | 2.6% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $54.3M | 2.1% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $51.8M | 2.0% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $47.5M | 1.9% |
| American Centy ETF TRUS LARGE CAP VLU | US LARGE CAP VLU | $45.1M | 1.8% |
| Microsoft Corp.COM | COM | $43.9M | 1.7% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $39M | 1.5% |
| Cisco Sys Inc.COM | COM | $38.4M | 1.5% |
| American Centy ETF TRINTL EQT ETF | INTL EQT ETF | $37.5M | 1.5% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $31.6M | 1.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $29.6M | 1.2% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $28.7M | 1.1% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $27.2M | 1.1% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $26.6M | 1.1% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $24.1M | 1.0% |
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $24.1M | 1.0% |
| Johnson & JohnsonCOM | COM | $23.4M | 0.9% |
| J P Morgan Exchange Traded FINCOME ETF | INCOME ETF | $23.2M | 0.9% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $23M | 0.9% |
| Nvidia CorporationCOM | COM | $22.6M | 0.9% |
| Amazon Com Inc.COM | COM | $21.6M | 0.9% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $21.6M | 0.9% |
| Broadcom Inc.COM | COM | $21M | 0.8% |
| Home Depot Inc.COM | COM | $20.9M | 0.8% |
| Procter & Gamble COCOM | COM | $19.6M | 0.8% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $19.2M | 0.8% |
| Walmart Inc.COM | COM | $19M | 0.7% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $18.9M | 0.7% |
| Innovator ETFS TrustDEFINED WLT SHLD | DEFINED WLT SHLD | $18.9M | 0.7% |
| Pimco ETF TRENHAN SHRT MA AC | ENHAN SHRT MA AC | $18.4M | 0.7% |
| JPMORGAN Chase & COCOM | COM | $17.7M | 0.7% |
| Oreilly Automotive Inc.COM | COM | $17.3M | 0.7% |
| Emerson Elec COCOM | COM | $16M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $15.5M | 0.6% |
| Abbvie Inc.COM | COM | $15M | 0.6% |
| Exxon Mobil Corp.COM | COM | $15M | 0.6% |
| First TR Exchng Traded FD VISMIT UNCO BD ETF | SMIT UNCO BD ETF | $14.7M | 0.6% |
| Vaneck ETF TrustMRNGSTR WDE MOAT | MRNGSTR WDE MOAT | $14.5M | 0.6% |
| Qualcomm Inc.COM | COM | $14.3M | 0.6% |
| Kinder Morgan Inc. DelCOM | COM | $13.9M | 0.6% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $13.7M | 0.5% |
| Chevron CorporationCOM | COM | $13.5M | 0.5% |
| J P Morgan Exchange Traded FCORE PLUS BD ETF | CORE PLUS BD ETF | $13.4M | 0.5% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $13.4M | 0.5% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $13.4M | 0.5% |
| Capital Group Dividend ValueSHS CREAT UNIT | SHS CREAT UNIT | $13.2M | 0.5% |
| Bank OF NY Mellon Corp.COM | COM | $13.1M | 0.5% |
| Capital Grp Fixed Incm ETF TCORE BOND ETF | CORE BOND ETF | $12.8M | 0.5% |
Apple Inc.COM$117M
- Class
- COM
- Share
- 4.6%
iShares TRCORE S&P500 ETF$86M
- Class
- CORE S&P500 ETF
- Share
- 3.4%
Quanta Svcs Inc.COM$64.7M
- Class
- COM
- Share
- 2.6%
Schwab Strategic TRUS LRG CAP ETF$54.3M
- Class
- US LRG CAP ETF
- Share
- 2.1%
Schwab Strategic TRINTL EQTY ETF$51.8M
- Class
- INTL EQTY ETF
- Share
- 2.0%
Schwab Strategic TRUS LCAP GR ETF$47.5M
- Class
- US LCAP GR ETF
- Share
- 1.9%
American Centy ETF TRUS LARGE CAP VLU$45.1M
- Class
- US LARGE CAP VLU
- Share
- 1.8%
Microsoft Corp.COM$43.9M
- Class
- COM
- Share
- 1.7%
iShares TRCORE US AGGBD ET$39M
- Class
- CORE US AGGBD ET
- Share
- 1.5%
Cisco Sys Inc.COM$38.4M
- Class
- COM
- Share
- 1.5%
American Centy ETF TRINTL EQT ETF$37.5M
- Class
- INTL EQT ETF
- Share
- 1.5%
Vanguard BD Index FdsTOTAL BND MRKT$31.6M
- Class
- TOTAL BND MRKT
- Share
- 1.2%
Vanguard Index FdsS&P 500 ETF SHS$29.6M
- Class
- S&P 500 ETF SHS
- Share
- 1.2%
Pimco ETF TRMULTISECTOR BD$28.7M
- Class
- MULTISECTOR BD
- Share
- 1.1%
iShares TRRUS 1000 GRW ETF$27.2M
- Class
- RUS 1000 GRW ETF
- Share
- 1.1%
Vanguard Index FdsVALUE ETF$26.6M
- Class
- VALUE ETF
- Share
- 1.1%
Dimensional ETF TrustUS TARGETED VLU$24.1M
- Class
- US TARGETED VLU
- Share
- 1.0%
Dimensional ETF TrustUS COR EQU 2 ETF$24.1M
- Class
- US COR EQU 2 ETF
- Share
- 1.0%
Johnson & JohnsonCOM$23.4M
- Class
- COM
- Share
- 0.9%
J P Morgan Exchange Traded FINCOME ETF$23.2M
- Class
- INCOME ETF
- Share
- 0.9%
Schwab Strategic TRUS SML CAP ETF$23M
- Class
- US SML CAP ETF
- Share
- 0.9%
Nvidia CorporationCOM$22.6M
- Class
- COM
- Share
- 0.9%
Amazon Com Inc.COM$21.6M
- Class
- COM
- Share
- 0.9%
Vanguard Index FdsMID CAP ETF$21.6M
- Class
- MID CAP ETF
- Share
- 0.9%
Broadcom Inc.COM$21M
- Class
- COM
- Share
- 0.8%
Home Depot Inc.COM$20.9M
- Class
- COM
- Share
- 0.8%
Procter & Gamble COCOM$19.6M
- Class
- COM
- Share
- 0.8%
Select Sector SPDR TRST STR TECHN ETF$19.2M
- Class
- ST STR TECHN ETF
- Share
- 0.8%
Walmart Inc.COM$19M
- Class
- COM
- Share
- 0.7%
Vanguard Specialized FundsDIV APP ETF$18.9M
- Class
- DIV APP ETF
- Share
- 0.7%
Innovator ETFS TrustDEFINED WLT SHLD$18.9M
- Class
- DEFINED WLT SHLD
- Share
- 0.7%
Pimco ETF TRENHAN SHRT MA AC$18.4M
- Class
- ENHAN SHRT MA AC
- Share
- 0.7%
JPMORGAN Chase & COCOM$17.7M
- Class
- COM
- Share
- 0.7%
Oreilly Automotive Inc.COM$17.3M
- Class
- COM
- Share
- 0.7%
Emerson Elec COCOM$16M
- Class
- COM
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$15.5M
- Class
- CL B NEW
- Share
- 0.6%
Abbvie Inc.COM$15M
- Class
- COM
- Share
- 0.6%
Exxon Mobil Corp.COM$15M
- Class
- COM
- Share
- 0.6%
First TR Exchng Traded FD VISMIT UNCO BD ETF$14.7M
- Class
- SMIT UNCO BD ETF
- Share
- 0.6%
Vaneck ETF TrustMRNGSTR WDE MOAT$14.5M
- Class
- MRNGSTR WDE MOAT
- Share
- 0.6%
Qualcomm Inc.COM$14.3M
- Class
- COM
- Share
- 0.6%
Kinder Morgan Inc. DelCOM$13.9M
- Class
- COM
- Share
- 0.6%
Dimensional ETF TrustINTERNATNAL VAL$13.7M
- Class
- INTERNATNAL VAL
- Share
- 0.5%
Chevron CorporationCOM$13.5M
- Class
- COM
- Share
- 0.5%
J P Morgan Exchange Traded FCORE PLUS BD ETF$13.4M
- Class
- CORE PLUS BD ETF
- Share
- 0.5%
American Centy ETF TRUS SML CP VALU$13.4M
- Class
- US SML CP VALU
- Share
- 0.5%
Vanguard Index FdsGROWTH ETF$13.4M
- Class
- GROWTH ETF
- Share
- 0.5%
Capital Group Dividend ValueSHS CREAT UNIT$13.2M
- Class
- SHS CREAT UNIT
- Share
- 0.5%
Bank OF NY Mellon Corp.COM$13.1M
- Class
- COM
- Share
- 0.5%
Capital Grp Fixed Incm ETF TCORE BOND ETF$12.8M
- Class
- CORE BOND ETF
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 666 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1802984
- File number
- 028-20090
- Options
- 0 call, 0 put
- In the 25 largest
- 38.4%
- Prior quarter
- $2.26B at 31 March 2026
- Positions opened
- 58
- Positions closed
- 30
Common questions
What are Visionary Wealth Advisors’ 13F holdings worth?
$2.53 billion across 666 positions for the quarter ended 30 June 2026.
What is Visionary Wealth Advisors’ largest 13F holding?
APPLE INC (COM) was the largest position at $117 million, or 4.6% of reported 13F value, as of 30 June 2026.
How concentrated is Visionary Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 23.2% of reported value and the twenty-five largest for 38.4%, across 666 positions as of 30 June 2026.
Does Form 13F show everything Visionary Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Visionary Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.