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CIK: 0002003615
Total reported value
$239.3M
$239.3M
89 檔
27.1%
According to the latest 13F quarterly dataset, Visionary Horizons, LLC managed an equity portfolio of $239.3M at the end of Q1 2025, spanning 89 distinct U.S. exchange-listed positions.
During Q1 2025, Visionary Horizons, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 17.33% | -0.13% | -8.55% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 16.01% | -0.94% | -5.10% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 5.10% | +0.72% | -32.90% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.80% | +1.05% | -21.05% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.49% | -0.01% | -1.31% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.36% | -0.05% | +2243.06% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.35% | +0.10% | -3.34% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.24% | +0.95% | -47.67% | |
| 9 | MRSK | Toews Agility Shares Managed | ETF-Other | 2.75% | — | — | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.02% | -0.25% | +233.89% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.95% | -0.05% | +141.48% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 1.82% | +0.23% | — | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.77% | -0.54% | +217.70% | |
| 14 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.22% | — | -74.23% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.20% | — | -63.77% | |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.14% | -0.14% | -0.70% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 1.02% | -0.44% | -4.02% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.20% | +6.21% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 0.96% | -0.35% | -0.23% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.07% | +3.06% | |
| 21 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.84% | — | -23.23% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | -0.08% | -1.59% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | — | -3.18% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | -0.20% | +2.66% | |
| 25 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.68% | — | +2.79% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | -0.09% | -12.11% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.62% | +0.06% | +83.00% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.61% | +0.12% | +122.07% | |
| 29 | DUK | Duke Energy CORP | Stock-Utilities | 0.58% | -0.10% | -15.58% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.56% | -0.04% | — | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.55% | -0.04% | -14.48% | |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.53% | +0.18% | +34.53% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.02% | -43.09% | |
| 34 | EWQ | Ishares Msci France ETF | ETF-Other | 0.50% | -0.05% | -10.82% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.49% | — | +32.39% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.48% | -0.19% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.17% | +62.48% | |
| 38 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.45% | -0.15% | — | |
| 39 | CI | THE Cigna Group | Stock-Healthcare | 0.45% | -0.17% | — | |
| 40 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.45% | — | -14.70% | |
| 41 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.44% | -0.25% | — | |
| 42 | AVDE | Avantis International Equity | ETF-Other | 0.44% | -0.04% | +2.76% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.02% | — | |
| 44 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.44% | -0.25% | — | |
| 45 | FTV | Fortive CORP | Stock-Tech | 0.43% | — | +91.48% | |
| 46 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.43% | -0.25% | — | |
| 47 | FE | Firstenergy CORP | Stock-Utilities | 0.42% | — | — | |
| 48 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.42% | -0.05% | -11.84% | |
| 49 | GE | General Electric | Stock-Industrials | 0.42% | +0.11% | NEW | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | +0.14% | — |
According to official SEC Form 13F filings, Visionary Horizons, LLC reported a total U.S. public equity portfolio value of $239.3M across 89 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, SPYV, FNDF) accounted for 27.1% of total reported equity market value during Q1 2025.
During Q1 2025, Visionary Horizons, LLC's top holdings by market value included SCHG (17.3%)、SPYV (16.0%)、FNDF (5.1%). The largest single position, SCHG, represented 17.3% of total portfolio value.
In Q1 2025, Visionary Horizons, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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