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CIK: 0001802984
Total reported value
$2.5B
$2.5B
591 檔
12.5%
The Q3 2025 SEC filing reveals that Visionary Wealth Advisors held a total portfolio value of $2.5B, covering 591 public equity positions.
In Q3 2025, Visionary Wealth Advisors displayed an active expansion posture, initiating 30 new positions and adding to 93 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 591 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.86% | +0.10% | +0.63% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | +0.36% | +7.31% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.18% | +0.02% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.08% | +0.07% | +996.24% | |
| 5 | PWR | Quanta Services Inc | Stock-Industrials | 2.00% | +0.20% | -0.95% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.96% | +0.11% | -33.71% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.79% | — | +7.23% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.74% | -0.08% | +47.04% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.61% | +0.10% | +0.34% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.34% | -0.22% | +16.19% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.26% | -0.06% | +5.77% | |
| 12 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.15% | -0.11% | +27.89% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.13% | +0.11% | -6.23% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.09% | +0.38% | -2.68% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | -0.01% | +4.60% | |
| 16 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.05% | -0.31% | -6.71% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.15% | +35.09% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.04% | +2.30% | |
| 19 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.98% | -0.09% | +16.35% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | -0.08% | +1.94% | |
| 21 | AVDE | Avantis International Equity | ETF-Other | 0.95% | +0.45% | +162.39% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.93% | -0.10% | -2.22% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.88% | +0.01% | +120.20% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | +0.12% | +4.04% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.85% | +0.03% | +21.90% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.03% | +3.25% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.08% | -15.50% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.84% | -0.01% | +17.44% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.05% | -1.03% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.18% | +0.89% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.82% | -0.06% | -40.25% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.01% | -0.07% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.80% | +0.21% | +6.25% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.06% | +4.46% | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.74% | -0.14% | -0.95% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | +0.01% | -5.43% | |
| 37 | CGDV | Cap Group Dividend Value | ETF-Other | 0.62% | -0.17% | +22.43% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.04% | +0.10% | |
| 39 | PAR | Par Technology Corp/del | Stock-Other | 0.60% | +0.06% | +0.01% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.22% | +1.25% | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.58% | -0.09% | +3.77% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.03% | +10.16% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.20% | -0.37% | |
| 44 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.57% | -0.07% | -1.66% | |
| 45 | CGCB | Cap Group Core Bond | ETF-Other | 0.55% | -0.05% | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | — | -1.82% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | -0.17% | -5.44% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.52% | -0.01% | +25.66% | |
| 49 | NSSC | Napco Security Technologies | Stock-Other | 0.52% | -0.07% | -2.89% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.50% | +0.13% | -0.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2% | +0.63% | Add |
| 2 | SCHX | Schwab US Large-cap ETF | +1.9% | +996.24% | Add |
| 3 | ORLY | O'reilly Automotive Inc | +1% | +16.35% | Add |
| 4 | PYLD | Pimco Multisector Bond Actv | +0.6% | +16.19% | Add |
| 5 | MSFT | Microsoft CORP | +0.6% | +0.02% | Add |
| 6 | AVDE | Avantis International Equity | +0.6% | +162.39% | Add |
| 7 | HD | Home Depot Inc | +0.5% | +4.60% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.4% | +120.20% | Add |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +25.66% | Add |
| 10 | NVDA | Nvidia CORP | +0.4% | +2.30% | Add |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.4% | +47.04% | Add |
| 12 | DUK | Duke Energy CORP | +0.4% | +13.00% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.3% | +35.09% | Add |
| 14 | DFAS | Dimensional US Small Cap ETF | +0.3% | +1586.69% | Add |
| 15 | AVLC | Avantis US Lg Cap Eq ETF | +0.3% | +5.50% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +10.16% | Add |
| 17 | BALT | Inn Defined Wealth Shield | +0.2% | +92.43% | Add |
| 18 | XLK | Ss Technology Select Sector | +0.2% | +6.25% | Add |
| 19 | JPIE | Jpmorgan Income ETF | +0.2% | +27.89% | Add |
| 20 | AVGO | Broadcom Inc | +0.2% | -15.50% | Trim |
| 21 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.2% | +92.42% | Add |
| 22 | TSLA | Tesla Inc | +0.2% | -1.82% | Add |
| 23 | AMZN | Amazon.com Inc | +0.2% | +3.25% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.2% | +14.98% | Add |
| 25 | CGDV | Cap Group Dividend Value | +0.2% | +22.43% | Add |
| 26 | NSSC | Napco Security Technologies | +0.2% | -2.89% | Trim |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.31% | Add |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | +10.68% | Add |
| 29 | EFSC | Enterprise Financial Service | +0.1% | -17.08% | Add |
| 30 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +80.02% | Add |
| 31 | ORCL | Oracle CORP | +0.1% | +0.69% | Add |
| 32 | ET | Energy Transfer LP | +0.1% | -1.70% | Add |
| 33 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +10.57% | Add |
| 34 | JMUB | Jpmorgan Municipal ETF | +0.1% | +552.89% | Add |
| 35 | VTV | Vanguard Value ETF | +0.1% | +4.04% | Add |
| 36 | DTCR | Global X Data Center & Digit | +0.1% | +2.64% | Add |
| 37 | PWR | Quanta Services Inc | +0.1% | -0.95% | Trim |
| 38 | DFAC | Dimensional US Core Equity 2 | +0.1% | +21.90% | Add |
| 39 | LLY | Eli Lilly & Co | +0.1% | +5.60% | Add |
| 40 | AOK | Ishares Core 30/70 Conservat | +0.1% | -35.88% | Add |
| 41 | PLTR | Palantir Technologies Inc-a | +0.1% | +6.81% | Trim |
| 42 | MLPX | Global X Mlp & Energy Infras | +0.1% | +13.95% | Add |
| 43 | FEOE | First Eagle Overseas Eq ETF | +0.1% | -2.84% | Add |
| 44 | SCHA | Schwab US Small-cap ETF | +0.1% | -2.22% | Add |
| 45 | DFAT | Dimensional US Target Value | +0.1% | +17.44% | Add |
| 46 | MUB | Ishares National Muni Bond E | +0.1% | +84.15% | Add |
| 47 | DISV | Dimensional International Sm | +0.1% | +53.19% | Add |
| 48 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +54.45% | Add |
| 49 | SBUX | Starbucks CORP | +0.1% | -10.60% | Add |
| 50 | DFUV | Dimensional US Marketwide Va | +0.1% | +33.39% | Add |
According to official SEC Form 13F filings, Visionary Wealth Advisors reported a total U.S. public equity portfolio value of $2.5B across 591 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 AAPL, IVV, MSFT) accounted for 12.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
CGCB
市值: $11.8M
Top Position Liquidated / Trimmed
HTRB
前期市值: $10.8M
During Q3 2025, Visionary Wealth Advisors's top holdings by market value included AAPL (4.9%)、IVV (3.1%)、MSFT (2.7%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q3 2025, Visionary Wealth Advisors made 199 total portfolio adjustments, initiating 30 new buys, adding to 93 positions, trimming 54 holdings, and fully liquidating 22 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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