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CIK: 0001792283
Total reported value
$3.8B
$3.8B
673 檔
12.9%
The Q2 2026 SEC filing reveals that Venture Visionary Partners LLC held a total portfolio value of $3.8B, covering 673 public equity positions.
In Q2 2026, Venture Visionary Partners LLC displayed an active expansion posture, initiating 26 new positions and adding to 123 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 673 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.44% | +0.43% | +13.03% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | -0.01% | +2.27% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.69% | -0.07% | +0.82% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | +0.88% | +6.93% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.37% | -0.07% | +0.32% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.33% | -0.08% | +3.41% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.24% | -0.15% | +1.67% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.22% | +0.02% | +496.72% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.08% | +0.69% | |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.81% | -0.58% | +9.27% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.30% | +12.37% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.76% | -0.14% | +322.50% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.65% | +0.45% | +8.05% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | -0.07% | +7.72% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | — | +5.42% | |
| 16 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.02% | -0.06% | +0.94% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 0.99% | -0.07% | +4.67% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.98% | -0.04% | +0.43% | |
| 19 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.96% | — | -0.15% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | +0.01% | +26.12% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | +0.40% | +0.69% | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.83% | +0.03% | +138.89% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | -0.06% | +3.92% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.04% | +4.06% | |
| 25 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.77% | -0.07% | +9.04% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | +0.08% | +6.88% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.74% | -0.02% | +6.18% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.73% | -0.04% | +0.66% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | -0.16% | -6.14% | |
| 30 | CGDV | Cap Group Dividend Value | ETF-Other | 0.62% | -0.02% | +8.82% | |
| 31 | POWL | Powell Industries Inc | Stock-Industrials | 0.61% | -0.21% | +176.83% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.61% | -0.01% | -4.06% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.60% | +0.15% | -3.94% | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.60% | -0.17% | -1.78% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.59% | -0.02% | -2.33% | |
| 36 | ARKK | Ark Innovation ETF | ETF-Other | 0.59% | +0.02% | +1.34% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | +0.01% | -22.83% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.29% | +12.42% | |
| 39 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.59% | -0.05% | -7.50% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | -0.13% | +6.77% | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.58% | -0.09% | +25.82% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.56% | -0.12% | +2.34% | |
| 43 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.56% | -0.13% | +32.12% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | — | +2.73% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | -0.06% | +5.91% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.53% | +0.05% | -4.85% | |
| 47 | EPI | Wisdomtree India Earnings | ETF-Other | 0.51% | -0.05% | +0.99% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.49% | -0.06% | +5.18% | |
| 49 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.49% | -0.02% | +5.39% | |
| 50 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.48% | -0.06% | -2.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JEPQ | JPM Nasdaq Equity Premium | +0.5% | +138.89% | Add |
| 2 | AMD | Advanced Micro Devices | +0.3% | -22.83% | Trim |
| 3 | AAPL | Apple Inc | +0.2% | +13.03% | Add |
| 4 | LRCX | Lam Research CORP | +0.2% | +2.34% | Add |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -3.94% | Trim |
| 6 | PANW | Palo Alto Networks Inc | +0.2% | -4.85% | Trim |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.82% | Add |
| 8 | VONG | Vanguard Russell 1000 Growth | +0.2% | +1103.67% | Add |
| 9 | VONV | Vanguard Russell 1000 Value | +0.2% | NEW | New buy |
| 10 | GEV | GE Vernova Inc | +0.2% | +25.82% | Add |
| 11 | RDDT | Reddit Inc-cl A | +0.2% | +32.12% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.27% | Add |
| 13 | USIG | Ishares Broad Usd Investment | +0.1% | +467.14% | Add |
| 14 | BKNG | Booking Holdings Inc | +0.1% | +8837.25% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | +12.37% | Add |
| 16 | MCD | Mcdonald's CORP | +0.1% | +100.01% | Add |
| 17 | AXP | American Express Co | +0.1% | +59.43% | Add |
| 18 | MRVL | Marvell Technology Inc | +0.1% | -27.61% | Trim |
| 19 | POWL | Powell Industries Inc | +0.1% | +176.83% | Add |
| 20 | HOOD | Robinhood Markets Inc - A | +0.1% | +10.79% | Add |
| 21 | ANET | Arista Networks Inc | +0.1% | +33.27% | Add |
| 22 | AVGO | Broadcom Inc | +0.1% | +7.72% | Add |
| 23 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +26.12% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | -6.14% | Trim |
| 25 | CR | Crane Co | +0.1% | +22.65% | Add |
| 26 | DFAC | Dimensional US Core Equity 2 | +0.1% | +55.78% | Add |
| 27 | GLW | Corning Inc | +0.1% | +3.27% | Add |
| 28 | DGCB | Dimensional Global Credit | +0.1% | NEW | New buy |
| 29 | CLX | Clorox Company | +0.1% | NEW | New buy |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +10.81% | Add |
| 31 | AMAT | Applied Materials Inc | +0.1% | -7.62% | Trim |
| 32 | INTC | Intel CORP | +0.1% | -2.70% | Trim |
| 33 | MBB | Ishares Mbs ETF | +0.1% | NEW | New buy |
| 34 | KMB | Kimberly-clark CORP | +0.1% | +700.21% | Add |
| 35 | LLY | Eli Lilly & Co | +0.1% | +11.76% | Add |
| 36 | VT | Vanguard Tot World Stk ETF | +0.1% | +47.81% | Add |
| 37 | XLK | Ss Technology Select Sector | +0.1% | -4.06% | Trim |
| 38 | CRDO | Credo Technology Group Holding Ltd | +0.1% | -39.07% | Trim |
| 39 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +148.73% | Add |
| 40 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | -7.50% | Trim |
| 41 | MS | Morgan Stanley | +0.1% | +9.64% | Add |
| 42 | QCOM | Qualcomm Inc | +0.1% | -4.02% | Trim |
| 43 | CGGE | Cap Group Global Eq | +0.1% | +37.45% | Add |
| 44 | SCHB | Schwab US Broad Market ETF | +0.1% | +42.27% | Add |
| 45 | CGGR | Cap Group Growth Equity | +0.1% | +41.62% | Add |
| 46 | IEMG | Ishares Core Msci Emerging | +0.1% | +99.65% | Add |
| 47 | DEA | Easterly Government Properti | +0.1% | NEW | New buy |
| 48 | SOFI | Sofi Technologies Inc | +0.1% | NEW | New buy |
| 49 | USHY | Ishares Broad Usd High Yield | +0.1% | +574.62% | Add |
| 50 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +539.02% | Add |
According to official SEC Form 13F filings, Venture Visionary Partners LLC reported a total U.S. public equity portfolio value of $3.8B across 673 disclosed positions in Q2 2026.
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 AAPL, GOOGL, QQQ) accounted for 12.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
VONV
市值: $6.4M
Top Position Liquidated / Trimmed
HON
前期市值: $3.6M
During Q2 2026, Venture Visionary Partners LLC's top holdings by market value included AAPL (3.4%)、GOOGL (2.7%)、QQQ (2.7%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q2 2026, Venture Visionary Partners LLC made 200 total portfolio adjustments, initiating 26 new buys, adding to 123 positions, trimming 48 holdings, and fully liquidating 3 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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