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CIK: 0002003615
Total reported value
$239.3M
$239.3M
128 檔
34.3%
During the Q1 2026 filing period, Visionary Horizons, LLC (CIK: 0002003615) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $239.3M across 128 reported positions.
In Q1 2026, Visionary Horizons, LLC displayed an active expansion posture, initiating 27 new positions and adding to 53 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 | 13.95% | -0.13% | -7.50% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 10.84% | -0.94% | -12.04% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 6.34% | +0.72% | +27.91% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.69% | +1.05% | +8.98% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.66% | +0.95% | +47.75% | |
| 6 | MRSK | Toews Agility Shares Managed | ETF-Other | 3.39% | — | -25.38% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.34% | -0.01% | +1.72% | |
| 8 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 3.01% | -0.54% | +48.04% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.87% | -0.25% | +41.31% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.85% | +0.10% | +5.75% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 1.89% | +0.23% | -10.77% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.69% | -1.21% | +123.32% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.24% | -0.05% | -21.92% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.08% | -0.08% | +48.49% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.08% | +0.18% | +34.08% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | — | +3.26% | |
| 17 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.95% | -0.14% | +12.88% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.94% | -0.81% | — | |
| 19 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.93% | +0.17% | +14.43% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.88% | +0.12% | +13.47% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.84% | +0.10% | +150.18% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | -0.35% | -3.74% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.20% | +9.41% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.79% | +0.06% | +12.51% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 0.76% | -0.44% | +0.74% | |
| 26 | RAAX | Vaneck Real Assets ETF | ETF-Other | 0.68% | -0.11% | +1.42% | |
| 27 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.65% | -0.54% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -0.20% | +14.02% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.62% | -0.19% | +1.00% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.07% | +2.41% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.17% | +45.45% | |
| 32 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.55% | +0.16% | +76.11% | |
| 33 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.52% | -0.25% | -11.58% | |
| 34 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.50% | -0.25% | -9.30% | |
| 35 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.50% | -0.15% | -15.20% | |
| 36 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.47% | -0.25% | +32.28% | |
| 37 | FITB | Fifth Third Bancorp | Stock-Financials | 0.46% | -0.33% | -4.05% | |
| 38 | EWBC | East West Bancorp Inc | Stock-Financials | 0.45% | -0.13% | -1.91% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | +0.12% | +17.98% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.42% | +0.14% | +7.40% | |
| 41 | CI | THE Cigna Group | Stock-Healthcare | 0.42% | -0.17% | +14.74% | |
| 42 | AVDE | Avantis International Equity | ETF-Other | 0.41% | -0.04% | +10.10% | |
| 43 | MSI | Motorola Solutions Inc | Stock-Tech | 0.41% | -0.25% | — | |
| 44 | AN | Autonation Inc | Stock-Consumer Disc | 0.40% | -0.16% | -1.88% | |
| 45 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 0.39% | -0.30% | +1.63% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.39% | -0.05% | -22.20% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.38% | -0.10% | -5.42% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.37% | -0.04% | -0.82% | |
| 49 | PPG | Ppg Industries Inc | Stock-Materials | 0.36% | -0.36% | EXIT | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.35% | -0.04% | — |
According to official SEC Form 13F filings, Visionary Horizons, LLC reported a total U.S. public equity portfolio value of $239.3M across 128 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, SPYV, FNDF) accounted for 34.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SDY
市值: $1.9M
Top Position Liquidated / Trimmed
SPLV
前期市值: $1.6M
During Q1 2026, Visionary Horizons, LLC's top holdings by market value included SCHG (13.9%)、SPYV (10.8%)、FNDF (6.3%). The largest single position, SCHG, represented 13.9% of total portfolio value.
In Q1 2026, Visionary Horizons, LLC made 133 total portfolio adjustments, initiating 27 new buys, adding to 53 positions, trimming 41 holdings, and fully liquidating 12 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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