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CIK: 0001792283
Total reported value
$3.6B
$3.6B
607 檔
13.0%
As reported in its official Q4 2025 Form 13F filing, Venture Visionary Partners LLC's tracked investment portfolio stood at $3.6B with 607 total positions.
In Q4 2025, Venture Visionary Partners LLC displayed an active expansion posture, initiating 24 new positions and adding to 113 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 607 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.28% | +1.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.36% | +0.24% | +1.07% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.99% | +0.18% | -1.10% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.78% | +0.15% | +0.88% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.66% | -0.10% | -1.69% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.56% | -0.04% | -1.73% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.55% | -0.10% | +0.97% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.34% | -0.14% | -0.64% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.12% | -0.02% | -1.33% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.08% | +5.92% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -0.20% | +13.98% | |
| 12 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.84% | -0.18% | +7.07% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | +0.12% | +3.84% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | — | +3.15% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.10% | -2.33% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.07% | -0.16% | -0.44% | |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.04% | -0.20% | +4.43% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.04% | -0.12% | +1.11% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | -0.02% | -1.38% | |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.92% | -0.15% | +1.04% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.05% | +1.04% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | — | -0.86% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.17% | +3.45% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | +0.10% | -0.93% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.75% | -0.03% | +0.57% | |
| 26 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.74% | -0.03% | +2.79% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.73% | -0.01% | -0.98% | |
| 28 | ARKK | Ark Innovation ETF | ETF-Other | 0.71% | +0.01% | -1.13% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | — | +4.97% | |
| 30 | EPI | Wisdomtree India Earnings | ETF-Other | 0.68% | -0.07% | +0.13% | |
| 31 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.66% | -0.25% | +11.34% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.07% | -0.00% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.11% | -0.14% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.31% | +1171.18% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.06% | +2.81% | |
| 36 | CGDV | Cap Group Dividend Value | ETF-Other | 0.59% | +0.03% | +9.60% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.05% | +7.80% | |
| 38 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.58% | +0.01% | -0.71% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.07% | +101.74% | |
| 40 | ANDE | Andersons Inc/the | Stock-Other | 0.54% | -0.12% | -2.81% | |
| 41 | APP | Applovin Corp-class A | Stock-Tech | 0.54% | +0.03% | -7.92% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.53% | +0.10% | -0.63% | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.53% | -0.02% | -2.32% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.03% | -2.97% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.01% | +3.41% | |
| 46 | WELL | Welltower Inc | Stock-Real Estate | 0.47% | -0.02% | -4.46% | |
| 47 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.46% | -0.03% | -0.57% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.46% | -0.07% | +3.35% | |
| 49 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.46% | +0.06% | +1.63% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.08% | +3.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.88% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.2% | +1.04% | Add |
| 3 | RDDT | Reddit Inc-cl A | +0.1% | +83.82% | Add |
| 4 | AMZN | Amazon.com Inc | +0.1% | +5.92% | Add |
| 5 | LLY | Eli Lilly & Co | +0.1% | +3.71% | Add |
| 6 | CGGE | Cap Group Global Eq | +0.1% | +212.12% | Add |
| 7 | AAPL | Apple Inc | +0.1% | +1.07% | Add |
| 8 | CGBL | Cap Group Core Balanced | +0.1% | +88.62% | Add |
| 9 | ALL | Allstate CORP | +0.1% | +601.81% | Add |
| 10 | ANDE | Andersons Inc/the | +0.1% | -2.81% | Trim |
| 11 | AMD | Advanced Micro Devices | +0.1% | +12.72% | Add |
| 12 | VT | Vanguard Tot World Stk ETF | +0.1% | +112.15% | Add |
| 13 | FSLR | First Solar Inc | +0.1% | +5.21% | Add |
| 14 | CGUS | Cap Group Core Equity | +0.1% | +128.36% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | -0.63% | Trim |
| 16 | AMGN | Amgen Inc | +0.1% | +3.35% | Add |
| 17 | CGGR | Cap Group Growth Equity | +0.1% | +74.81% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +53.56% | Add |
| 19 | GNRC | Generac Holdings Inc | +0.1% | +605.02% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +3.45% | Add |
| 21 | CGDV | Cap Group Dividend Value | +0.1% | +9.60% | Add |
| 22 | SHOP | Shopify Inc - Class A | +0.1% | +10.50% | Add |
| 23 | CR | Crane Co | +0.1% | +24.99% | Add |
| 24 | CGDG | Cap Group Dividend Growers | +0.1% | +150.59% | Add |
| 25 | CGCB | Cap Group Core Bond | +0.1% | +203.52% | Add |
| 26 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | +7.07% | Add |
| 27 | RTX | Rtx CORP | 0% | -0.44% | Trim |
| 28 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +11.34% | Add |
| 29 | VRT | Vertiv Holdings Co-a | 0% | +10.53% | Add |
| 30 | CB | Chubb Limited | 0% | +5.45% | Add |
| 31 | PSX | Phillips 66 | 0% | +22.00% | Add |
| 32 | XOM | Exxon Mobil CORP | 0% | +2.30% | Add |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +13.16% | Add |
| 34 | ICE | Intercontinental Exchange In | 0% | +342.62% | Add |
| 35 | CGMS | Cap Group US Multi-sect Bond | 0% | +234.04% | Add |
| 36 | CGGO | Cap Group Global Growth | 0% | +103.31% | Add |
| 37 | MRK | Merck & Co. Inc. | 0% | +5.40% | Add |
| 38 | AMAT | Applied Materials Inc | 0% | +46.35% | Add |
| 39 | NEE | Nextera Energy Inc | 0% | +7.69% | Add |
| 40 | IVV | Ishares Core S&p 500 ETF | 0% | +7.80% | Add |
| 41 | POWL | Powell Industries Inc | 0% | +8.24% | Add |
| 42 | BA | Boeing Co/the | 0% | +37.88% | Add |
| 43 | CSCO | Cisco Systems Inc | 0% | +0.21% | Add |
| 44 | GLW | Corning Inc | 0% | +8.64% | Add |
| 45 | TMO | Thermo Fisher Scientific Inc | 0% | +40.65% | Add |
| 46 | SCHW | Schwab (charles) CORP | 0% | +105.84% | Add |
| 47 | JPST | Jpmorgan Ultra-short Income | 0% | +312.59% | Add |
| 48 | XPEL | Xpel Inc | 0% | — | Unchanged |
| 49 | CGMM | Cap Group Small And Mid Cap | 0% | +171.28% | Add |
| 50 | ROK | Rockwell Automation Inc | 0% | +28.71% | Add |
According to official SEC Form 13F filings, Venture Visionary Partners LLC reported a total U.S. public equity portfolio value of $3.6B across 607 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, QQQ) accounted for 13.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
PFFA
市值: $4.0M
Top Position Liquidated / Trimmed
QXO
前期市值: $2.5M
During Q4 2025, Venture Visionary Partners LLC's top holdings by market value included MSFT (3.5%)、AAPL (3.4%)、QQQ (3.0%). The largest single position, MSFT, represented 3.5% of total portfolio value.
In Q4 2025, Venture Visionary Partners LLC made 199 total portfolio adjustments, initiating 24 new buys, adding to 113 positions, trimming 54 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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