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CIK: 0002003615
Total reported value
$239.3M
$239.3M
111 檔
33.5%
As reported in its official Q3 2025 Form 13F filing, Visionary Horizons, LLC's tracked investment portfolio stood at $239.3M with 111 total positions.
In Q3 2025, Visionary Horizons, LLC displayed an active expansion posture, initiating 19 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 17.95% | -0.13% | +5.11% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 13.67% | -0.94% | +0.85% | |
| 3 | MRSK | Toews Agility Shares Managed | ETF-Other | 4.87% | — | +83.41% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.14% | +1.05% | +4.63% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.07% | +0.72% | +1.27% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.43% | -0.01% | +1.17% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.42% | +0.95% | +8.06% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.97% | +0.10% | -0.95% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 2.21% | +0.23% | +2.41% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.16% | -0.25% | -3.25% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.06% | -0.54% | +0.83% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.49% | -0.05% | -57.91% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.20% | +2.32% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | — | +3.20% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.08% | — | — | |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.97% | -0.14% | +5.34% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.96% | -0.19% | +4.93% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 0.92% | -0.44% | +0.81% | |
| 19 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.80% | +0.18% | +33.25% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.76% | +0.12% | +23.35% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 0.74% | -0.35% | -1.66% | |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.72% | +0.06% | +22.61% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.69% | -0.08% | +1.76% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.07% | +0.42% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.01% | +299.54% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.01% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.20% | +9.92% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.62% | -0.05% | -66.85% | |
| 29 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.61% | — | +2.45% | |
| 30 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.53% | -0.10% | +17.40% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.53% | -0.25% | +4.02% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.17% | +2.40% | |
| 33 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 0.52% | -0.30% | — | |
| 34 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.51% | -0.25% | +1.39% | |
| 35 | PVH | Pvh CORP | Stock-Consumer Disc | 0.51% | — | +2.08% | |
| 36 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.49% | -0.15% | +6.28% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.49% | +0.02% | +101.31% | |
| 38 | FITB | Fifth Third Bancorp | Stock-Financials | 0.49% | -0.33% | +6.01% | |
| 39 | AN | Autonation Inc | Stock-Consumer Disc | 0.48% | -0.16% | — | |
| 40 | ALL | Allstate CORP | Stock-Financials | 0.48% | -0.15% | +23.08% | |
| 41 | NEM | Newmont CORP | Stock-Materials | 0.47% | +0.13% | -11.04% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.43% | -0.10% | -3.16% | |
| 43 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.43% | -0.25% | +10.78% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.04% | — | |
| 45 | EWBC | East West Bancorp Inc | Stock-Financials | 0.42% | -0.13% | — | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.42% | -0.04% | -6.78% | |
| 47 | CI | THE Cigna Group | Stock-Healthcare | 0.41% | -0.17% | +7.66% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.40% | -1.21% | +63.55% | |
| 49 | EWQ | Ishares Msci France ETF | ETF-Other | 0.40% | -0.05% | -10.34% | |
| 50 | AVDE | Avantis International Equity | ETF-Other | 0.40% | -0.04% | +0.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRSK | Toews Agility Shares Managed | +2.1% | +83.41% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +0.6% | +5.11% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +0.5% | +4.93% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | +299.54% | Add |
| 5 | XLI | Ss Industrial Select Sector | +0.4% | +2.41% | Add |
| 6 | NVDA | Nvidia CORP | +0.4% | +3.20% | Add |
| 7 | AVUV | Avantis US Small Cap Value | +0.3% | +4.63% | Add |
| 8 | TOTL | Ss Doubleline Tr Tact ETF | +0.3% | +0.83% | Add |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +33.25% | Add |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | +0.3% | +101.31% | Add |
| 11 | AVEM | Avantis Emerging Markets Eq | +0.2% | +8.06% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | +2.32% | Add |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +23.35% | Add |
| 14 | PVH | Pvh CORP | +0.2% | +2.08% | Add |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | -3.25% | Add |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +22.61% | Add |
| 17 | AVUS | Avantis U.s. Equity ETF | -0.1% | +1.17% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -0.95% | Trim |
| 19 | BLV | Vanguard Long-term Bond ETF | -0.9% | -33.72% | Trim |
| 20 | XLF | Ss Financial Select Sector | -1.3% | -66.85% | Trim |
| 21 | RSP | Invesco S&p 500 Equal Weight | -1.9% | -57.91% | Trim |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | -2.3% | +0.85% | Trim |
| 23 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | New buy |
| 24 | VCLT | Vanguard Long-term CORP Bond | — | EXIT | Sold out |
| 25 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | — | EXIT | Sold out |
| 26 | AVGO | Broadcom Inc | — | NEW | New buy |
| 27 | IBKR | Interactive Brokers Gro-cl A | — | NEW | New buy |
| 28 | LAD | Lithia Motors Inc | — | NEW | New buy |
| 29 | AN | Autonation Inc | — | NEW | New buy |
| 30 | ALL | Allstate CORP | — | NEW | New buy |
| 31 | EWBC | East West Bancorp Inc | — | NEW | New buy |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 33 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 34 | MANH | Manhattan Associates Inc | — | NEW | New buy |
| 35 | ACIO | Aptus Collared Invest Opp | — | NEW | New buy |
| 36 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 38 | FTV | Fortive CORP | — | EXIT | Sold out |
| 39 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 40 | APTV | Aptiv PLC | — | NEW | New buy |
| 41 | FE | Firstenergy CORP | — | EXIT | Sold out |
| 42 | GE | General Electric | — | EXIT | Sold out |
| 43 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 44 | AMAT | Applied Materials Inc | — | EXIT | Sold out |
| 45 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 46 | NEAR | Ishares Sh Dba ETF Usd Inc | — | NEW | New buy |
| 47 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 48 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 49 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 50 | ORCL | Oracle CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Visionary Horizons, LLC reported a total U.S. public equity portfolio value of $239.3M across 111 disclosed positions in Q3 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 SCHG, SPYV, MRSK) accounted for 33.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPLV
市值: $1.9M
Top Position Liquidated / Trimmed
VCLT
前期市值: $1.7M
During Q3 2025, Visionary Horizons, LLC's top holdings by market value included SCHG (17.9%)、SPYV (13.7%)、MRSK (4.9%). The largest single position, SCHG, represented 17.9% of total portfolio value.
In Q3 2025, Visionary Horizons, LLC made 50 total portfolio adjustments, initiating 19 new buys, adding to 17 positions, trimming 5 holdings, and fully liquidating 9 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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