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CIK: 0001802984
Total reported value
$2.5B
$2.5B
607 檔
12.9%
During the Q4 2025 filing period, Visionary Wealth Advisors (CIK: 0001802984) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.5B across 607 reported positions.
In Q4 2025, Visionary Wealth Advisors displayed an active expansion posture, initiating 23 new positions and adding to 96 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 607 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.88% | +0.10% | -2.64% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.19% | +0.36% | +3.70% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | -0.18% | +7.13% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.12% | +0.07% | +3.23% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.97% | — | +10.63% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.96% | +0.11% | +1.24% | |
| 7 | PWR | Quanta Services Inc | Stock-Industrials | 1.93% | +0.20% | -1.48% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.61% | +0.10% | -1.26% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.60% | -0.08% | -4.63% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.33% | -0.22% | +3.11% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.26% | -0.06% | +3.72% | |
| 12 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.17% | -0.11% | +6.05% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.15% | +0.38% | -2.71% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.08% | +0.11% | -1.59% | |
| 15 | AVDE | Avantis International Equity | ETF-Other | 1.02% | +0.45% | +6.41% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.15% | +1.11% | |
| 17 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.99% | -0.31% | -6.76% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.95% | +0.03% | +11.70% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.93% | -0.10% | +1.81% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.92% | +0.12% | +7.54% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.91% | -0.01% | +9.75% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.04% | -5.87% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.03% | +3.60% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.05% | -0.65% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.18% | +1.26% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | +0.01% | +2.41% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.08% | -1.08% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.01% | -1.67% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.08% | -1.36% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.82% | -0.06% | +4.32% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.01% | -0.86% | |
| 32 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.78% | -0.09% | -2.37% | |
| 33 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.77% | -0.14% | +6.82% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.75% | +0.01% | +8.59% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.06% | -1.37% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | +0.21% | +86.83% | |
| 37 | CGDV | Cap Group Dividend Value | ETF-Other | 0.65% | -0.17% | +5.29% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.22% | +1.64% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.60% | +0.01% | +128.19% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.04% | -2.17% | |
| 41 | PAR | Par Technology Corp/del | Stock-Other | 0.57% | +0.06% | +7.08% | |
| 42 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.56% | — | +17.24% | |
| 43 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.56% | -0.07% | +0.06% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.20% | +1.28% | |
| 45 | CGCB | Cap Group Core Bond | ETF-Other | 0.54% | -0.05% | +2.00% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | +0.04% | +12.90% | |
| 47 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.54% | -0.09% | -0.20% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | — | -2.30% | |
| 49 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.52% | -0.01% | +2.14% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.50% | -0.17% | -1.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMR | Emerson Electric Co | +0.3% | +128.19% | Add |
| 2 | LDUR | Pimco Enhanced Low Duration | +0.2% | +252.72% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.2% | +10.63% | Add |
| 4 | PVAL | Putnam Focused Lrg Cap Value | +0.2% | +61.42% | Add |
| 5 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | +120.99% | Add |
| 6 | CGMU | Cap Group Municipal Income | +0.1% | +107.57% | Add |
| 7 | BFRZ | Innovator Eq Mng 100 Bfr ETF | +0.1% | +372.92% | Add |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +37.93% | Add |
| 9 | SFLR | Innovator Eqty Mgd Floor ETF | +0.1% | +77.37% | Add |
| 10 | DFAC | Dimensional US Core Equity 2 | +0.1% | +11.70% | Add |
| 11 | JMUB | Jpmorgan Municipal ETF | +0.1% | +86.34% | Add |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +86.88% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.70% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +0.46% | Add |
| 15 | MUB | Ishares National Muni Bond E | +0.1% | +50.77% | Add |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +47.04% | Add |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +68.57% | Add |
| 18 | AVDE | Avantis International Equity | +0.1% | +6.41% | Add |
| 19 | DFAT | Dimensional US Target Value | +0.1% | +9.75% | Add |
| 20 | BALT | Inn Defined Wealth Shield | +0.1% | +17.24% | Add |
| 21 | DFIV | Dimensional International Va | +0.1% | +13.72% | Add |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +25.06% | Add |
| 23 | HGER | Harbor Commodity All Weather | +0.1% | +798.87% | Add |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -2.71% | Trim |
| 25 | JNJ | Johnson & Johnson | +0.1% | -0.65% | Trim |
| 26 | VTV | Vanguard Value ETF | +0.1% | +7.54% | Add |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +70.48% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.70% | Add |
| 29 | LLY | Eli Lilly & Co | +0.1% | -2.18% | Trim |
| 30 | WMT | Walmart Inc | +0.1% | +1.26% | Add |
| 31 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +8.59% | Add |
| 32 | VUG | Vanguard Growth ETF | +0.1% | +12.90% | Add |
| 33 | SCHV | Schwab US Large-cap Value | +0.1% | +18.79% | Add |
| 34 | DFUV | Dimensional US Marketwide Va | +0.1% | +13.45% | Add |
| 35 | DISV | Dimensional International Sm | +0.1% | +30.73% | Add |
| 36 | MU | Micron Technology Inc | +0.1% | +5.57% | Add |
| 37 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +28.42% | Add |
| 38 | SCHX | Schwab US Large-cap ETF | 0% | +3.23% | Add |
| 39 | AMZN | Amazon.com Inc | 0% | +3.60% | Add |
| 40 | AMGN | Amgen Inc | 0% | -0.54% | Trim |
| 41 | DFEM | Dimensional Emrg Mrkt Core | 0% | +32.81% | Add |
| 42 | BOND | Pimco Active Bond Exchange-t | 0% | +18.41% | Add |
| 43 | GLD | Spdr Gold Shares | 0% | +9.53% | Add |
| 44 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | +269.22% | Add |
| 45 | CGDV | Cap Group Dividend Value | 0% | +5.29% | Add |
| 46 | UCON | First Trust Smith Unconstrai | 0% | +6.82% | Add |
| 47 | GSK | Gsk Plc-spon Adr | 0% | -1.89% | Trim |
| 48 | IEFA | Ishares Core Msci Eafe ETF | 0% | +17.38% | Add |
| 49 | CSPI | Csp Inc | 0% | +2.37% | Add |
| 50 | DFAX | Dimensional World Ex US Core | 0% | +10.50% | Add |
According to official SEC Form 13F filings, Visionary Wealth Advisors reported a total U.S. public equity portfolio value of $2.5B across 607 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 AAPL, IVV, MSFT) accounted for 12.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $2.3M
Top Position Liquidated / Trimmed
FSMB
前期市值: $1.4M
During Q4 2025, Visionary Wealth Advisors's top holdings by market value included AAPL (4.9%)、IVV (3.2%)、MSFT (2.6%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q4 2025, Visionary Wealth Advisors made 199 total portfolio adjustments, initiating 23 new buys, adding to 96 positions, trimming 66 holdings, and fully liquidating 14 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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