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CIK: 0002003615
Total reported value
$239.3M
$239.3M
113 檔
36.1%
At the close of Q4 2025, Visionary Horizons, LLC disclosed equity holdings valued at approximately $239.3M, spread across 113 reported holdings.
In Q4 2025, Visionary Horizons, LLC displayed an active expansion posture, initiating 7 new positions and adding to 31 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 | 17.73% | -0.13% | +4.22% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 12.99% | -0.94% | -0.17% | |
| 3 | MRSK | Toews Agility Shares Managed | ETF-Other | 4.97% | — | +6.74% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.81% | +0.72% | +21.10% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.17% | +1.05% | +6.26% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.46% | -0.01% | +6.05% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.16% | +0.95% | -2.84% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.01% | +0.10% | +6.89% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.17% | -0.54% | +14.50% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.15% | -0.25% | +7.70% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 2.13% | +0.23% | +3.33% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.66% | -0.05% | +19.33% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | — | +2.13% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.20% | +3.03% | |
| 15 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.89% | -0.14% | -0.73% | |
| 16 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.89% | +0.17% | +151.68% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.88% | +0.18% | +15.32% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 0.88% | -0.44% | +2.44% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.85% | — | -12.67% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 0.83% | -0.35% | +4.70% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.82% | +0.12% | +16.60% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.78% | -0.19% | -9.89% | |
| 23 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.78% | -0.17% | EXIT | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.75% | +0.06% | +14.54% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.74% | -1.21% | +303.33% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | -0.08% | -0.86% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.07% | +1.60% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.20% | +3.68% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.01% | -1.99% | |
| 30 | RAAX | Vaneck Real Assets ETF | ETF-Other | 0.60% | -0.11% | — | |
| 31 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.60% | -0.15% | +0.41% | |
| 32 | XLF | Ss Financial Select Sector | ETF-Other | 0.58% | -0.05% | -0.09% | |
| 33 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.54% | -0.25% | +5.47% | |
| 34 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 0.54% | -0.30% | +5.97% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.53% | +0.02% | +17.10% | |
| 36 | FITB | Fifth Third Bancorp | Stock-Financials | 0.51% | -0.33% | +7.21% | |
| 37 | EWBC | East West Bancorp Inc | Stock-Financials | 0.51% | -0.13% | +24.31% | |
| 38 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.49% | -0.10% | +6.06% | |
| 39 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.49% | -0.25% | +6.06% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.17% | +9.67% | |
| 41 | ALL | Allstate CORP | Stock-Financials | 0.47% | -0.15% | +9.29% | |
| 42 | AN | Autonation Inc | Stock-Consumer Disc | 0.46% | -0.16% | +8.91% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.40% | +0.14% | +68.87% | |
| 44 | CI | THE Cigna Group | Stock-Healthcare | 0.40% | -0.17% | +9.35% | |
| 45 | PVH | Pvh CORP | Stock-Consumer Disc | 0.39% | — | +3.88% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.39% | -0.04% | — | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.39% | +0.12% | +66.18% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.39% | — | +6.07% | |
| 49 | AVDE | Avantis International Equity | ETF-Other | 0.38% | -0.04% | -0.39% | |
| 50 | EWQ | Ishares Msci France ETF | ETF-Other | 0.38% | -0.05% | -0.71% |
According to official SEC Form 13F filings, Visionary Horizons, LLC reported a total U.S. public equity portfolio value of $239.3M across 113 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 SCHG, SPYV, MRSK) accounted for 36.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
RAAX
市值: $1.2M
Top Position Liquidated / Trimmed
DFGR
前期市值: $1.1M
During Q4 2025, Visionary Horizons, LLC's top holdings by market value included SCHG (17.7%)、SPYV (13.0%)、MRSK (5.0%). The largest single position, SCHG, represented 17.7% of total portfolio value.
In Q4 2025, Visionary Horizons, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 31 positions, trimming 7 holdings, and fully liquidating 5 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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