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CIK: 0002003615
Total reported value
$251.0M
$251.0M
145 檔
40.2%
In Q2 2026, Visionary Horizons, LLC's U.S. equity holdings reached a combined market value of $251.0M, distributed across 145 disclosed stock positions.
In Q2 2026, Visionary Horizons, LLC displayed an active expansion posture, initiating 24 new positions and adding to 70 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 | 13.82% | +0.17% | +0.49% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.90% | -0.74% | +0.26% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 7.06% | +0.30% | +21.85% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.74% | -0.50% | +27.67% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 5.61% | -0.12% | +18.53% | |
| 6 | MRSK | Toews Agility Shares Managed | ETF-Other | 3.39% | +0.03% | +7.75% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.33% | -0.30% | +2.03% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.95% | -0.15% | -4.34% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.62% | -0.18% | +7.74% | |
| 10 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.47% | -0.22% | -2.67% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 2.12% | -0.27% | +15.32% | |
| 12 | PEXL | Pacer US Export Leaders ETF | ETF-Other | 1.37% | -0.01% | +259.49% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.26% | +0.13% | +17.30% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.19% | -0.08% | +2.30% | |
| 15 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.10% | -0.04% | +26.65% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | +0.09% | +27.68% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.00% | +0.16% | +33.11% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.10% | +2.60% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.94% | -0.07% | +32.57% | |
| 20 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 0.90% | -0.05% | — | |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.85% | +0.13% | +24.78% | |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.81% | -0.07% | +0.35% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.71% | +0.02% | +51.63% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.61% | -0.10% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | +0.18% | -11.81% | |
| 26 | RAAX | Vaneck Real Assets ETF | ETF-Other | 0.57% | -0.05% | +1.82% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.57% | — | +33.63% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.56% | -0.03% | +35.77% | |
| 29 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.55% | -0.01% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.02% | -0.36% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.48% | -0.12% | -66.28% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | -0.01% | -34.46% | |
| 33 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.45% | -0.02% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.01% | -29.07% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | +0.22% | +1.61% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | +0.10% | -15.40% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.40% | -0.03% | +33.36% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.09% | +71.13% | |
| 39 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.39% | -0.03% | +32.77% | |
| 40 | DFAI | Dimensional International Co | ETF-Other | 0.38% | — | +30.32% | |
| 41 | INTC | Intel CORP | Stock-Tech | 0.38% | -0.08% | -1.41% | |
| 42 | AVDE | Avantis International Equity | ETF-Other | 0.37% | -0.04% | +1.18% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.04% | +8.91% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.35% | +0.03% | +16.61% | |
| 45 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.35% | -0.04% | -26.98% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +1.11% | +73.61% | |
| 47 | DRSK | Aptus Defined Risk ETF | ETF-Other | 0.34% | -0.01% | +25.03% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.34% | -0.02% | -5.92% | |
| 49 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.33% | +1.92% | +55.42% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.33% | -0.05% | +5.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +1.1% | +27.67% | Add |
| 2 | PEXL | Pacer US Export Leaders ETF | +1% | +259.49% | Add |
| 3 | AVEM | Avantis Emerging Markets Eq | +1% | +18.53% | Add |
| 4 | SPHB | Invesco S&p 500 High Beta Et | +0.9% | NEW | New buy |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.7% | +21.85% | Add |
| 6 | ITA | Ishares U.s. Aerospace & Def | +0.6% | NEW | New buy |
| 7 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | +0.6% | NEW | New buy |
| 8 | EMHC | Ss Spdr Bb Em Usd Bond ETF | +0.5% | NEW | New buy |
| 9 | ELV | Elevance Health Inc | +0.3% | NEW | New buy |
| 10 | INTC | Intel CORP | +0.2% | -1.41% | Trim |
| 11 | XLI | Ss Industrial Select Sector | +0.2% | +15.32% | Add |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +17.30% | Add |
| 13 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 14 | ACIO | Aptus Collared Invest Opp | +0.2% | +26.65% | Add |
| 15 | ✓ | +0.2% | NEW | New buy | |
| 16 | ASML | ASML Holding N.V. | +0.2% | NEW | New buy |
| 17 | XLK | Ss Technology Select Sector | +0.2% | NEW | New buy |
| 18 | STOT | Ss Dl St Dur Tr Tact ETF | +0.2% | NEW | New buy |
| 19 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.2% | +51.63% | Add |
| 20 | MS | Morgan Stanley | +0.2% | NEW | New buy |
| 21 | EMR | Emerson Electric Co | +0.2% | NEW | New buy |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +73.61% | Add |
| 23 | SCHV | Schwab US Large-cap Value | +0.1% | +35.77% | Add |
| 24 | HD | Home Depot Inc | +0.1% | +71.13% | Add |
| 25 | SLS | Sellas Life Sciences Group I | +0.1% | — | Unchanged |
| 26 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 27 | XNTK | Ss Spdr Nyse Tech ETF | +0.1% | NEW | New buy |
| 28 | NEM | Newmont CORP | +0.1% | +167.23% | Add |
| 29 | PSI | Invesco Semiconductors ETF | +0.1% | NEW | New buy |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +33.11% | Add |
| 31 | SCHF | Schwab Intl Equity ETF | +0.1% | +33.63% | Add |
| 32 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 33 | GE | General Electric | +0.1% | NEW | New buy |
| 34 | STT | State Street CORP | +0.1% | NEW | New buy |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -4.34% | Trim |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +32.57% | Add |
| 37 | SCHM | Schwab US Mid Cap ETF | +0.1% | +33.36% | Add |
| 38 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.1% | +79.16% | Add |
| 39 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 40 | AXSM | Axsome Therapeutics Inc | +0.1% | NEW | New buy |
| 41 | IYW | Ishares Ustechnology ETF | +0.1% | +16.61% | Add |
| 42 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 43 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 44 | RIVN | Rivian Automotive Inc-a | +0.1% | NEW | New buy |
| 45 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | NEW | New buy |
| 46 | DFCF | Dimensional Core Fixed Inc | +0.1% | +55.42% | Add |
| 47 | OSCV | Opus Small Cap Value ETF | +0.1% | +32.77% | Add |
| 48 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +24.78% | Add |
| 49 | DFAI | Dimensional International Co | +0.1% | +30.32% | Add |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +31.73% | Add |
According to official SEC Form 13F filings, Visionary Horizons, LLC reported a total U.S. public equity portfolio value of $251.0M across 145 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 SCHG, SPYV, FNDF) accounted for 40.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPHB
市值: $2.2M
Top Position Liquidated / Trimmed
PPG
前期市值: $740.2K
During Q2 2026, Visionary Horizons, LLC's top holdings by market value included SCHG (13.8%)、SPYV (9.9%)、FNDF (7.1%). The largest single position, SCHG, represented 13.8% of total portfolio value.
In Q2 2026, Visionary Horizons, LLC made 145 total portfolio adjustments, initiating 24 new buys, adding to 70 positions, trimming 44 holdings, and fully liquidating 7 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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