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CIK: 0001802984
Total reported value
$2.5B
$2.5B
638 檔
12.5%
At the close of Q1 2026, Visionary Wealth Advisors disclosed equity holdings valued at approximately $2.5B, spread across 638 reported holdings.
In Q1 2026, Visionary Wealth Advisors displayed an active expansion posture, initiating 25 new positions and adding to 97 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 638 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.51% | +0.10% | +0.69% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.04% | +0.36% | +1.88% | |
| 3 | PWR | Quanta Services Inc | Stock-Industrials | 2.35% | +0.20% | -4.95% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.07% | +0.07% | +4.05% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.05% | — | +2.49% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.18% | -1.99% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.76% | +0.11% | +2.64% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.68% | +0.10% | -0.19% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.62% | -0.08% | +4.16% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.35% | -0.22% | +5.38% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.31% | -0.06% | +6.06% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.14% | +0.38% | +0.07% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.03% | -0.11% | -9.68% | |
| 14 | AVDE | Avantis International Equity | ETF-Other | 1.03% | +0.45% | -0.26% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.15% | +6.93% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.01% | -0.10% | +8.64% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.05% | -5.77% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 0.96% | -0.01% | +2.09% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.96% | +0.11% | -0.33% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.93% | +0.12% | +0.92% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.18% | -2.78% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.91% | +0.03% | +0.45% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.88% | -0.31% | -2.99% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.08% | +0.96% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.04% | +1.49% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.84% | +0.01% | +0.13% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.01% | +3.51% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.03% | +3.67% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.22% | -6.59% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.78% | -0.06% | -3.36% | |
| 31 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.77% | -0.09% | -0.61% | |
| 32 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.75% | — | +36.48% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.08% | +0.85% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | +0.01% | +2.19% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.20% | -0.50% | |
| 36 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.72% | -0.14% | -2.11% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.01% | -1.68% | |
| 38 | CGDV | Cap Group Dividend Value | ETF-Other | 0.69% | -0.17% | +9.65% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.06% | -2.96% | |
| 40 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.64% | -0.38% | — | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.64% | -0.09% | -0.94% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.62% | +0.01% | +6.44% | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.59% | -0.05% | +25.51% | |
| 44 | PSX | Phillips 66 | Stock-Energy | 0.56% | -0.09% | -4.74% | |
| 45 | CGCB | Cap Group Core Bond | ETF-Other | 0.55% | -0.05% | +4.95% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | +0.21% | -17.01% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.04% | +2.23% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.50% | -0.09% | -9.26% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.50% | -0.11% | +0.61% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.04% | +2.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | +0.4% | -4.95% | Trim |
| 2 | BALT | Inn Defined Wealth Shield | +0.2% | +36.48% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.2% | -6.59% | Trim |
| 4 | CSRE | C&s Real Estate Active ETF | +0.2% | +610.96% | Add |
| 5 | CVX | Chevron CORP | +0.2% | -0.50% | Trim |
| 6 | BFRZ | Innovator Eq Mng 100 Bfr ETF | +0.2% | +103.46% | Add |
| 7 | DFIV | Dimensional International Va | +0.1% | +25.51% | Add |
| 8 | PSX | Phillips 66 | +0.1% | -4.74% | Trim |
| 9 | XLE | Ss Energy Select Sector | +0.1% | +68.92% | Add |
| 10 | KMI | Kinder Morgan, Inc. | +0.1% | -0.94% | Trim |
| 11 | VZ | Verizon Communications Inc | +0.1% | +0.61% | Add |
| 12 | SCHF | Schwab Intl Equity ETF | +0.1% | +2.49% | Add |
| 13 | SCHA | Schwab US Small-cap ETF | +0.1% | +8.64% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | -5.77% | Trim |
| 15 | LDUR | Pimco Enhanced Low Duration | +0.1% | +30.62% | Add |
| 16 | TXRH | Texas Roadhouse Inc | +0.1% | +95.10% | Add |
| 17 | AVLV | Avantis US Large Cap Value | +0.1% | -0.19% | Trim |
| 18 | UPS | United Parcel Service-cl B | +0.1% | +179.57% | Add |
| 19 | VHT | Vanguard Health Care ETF | +0.1% | +88.46% | Add |
| 20 | XLI | Ss Industrial Select Sector | +0.1% | +568.43% | Add |
| 21 | WMT | Walmart Inc | +0.1% | -2.78% | Trim |
| 22 | SO | Southern Co/the | +0.1% | +5.93% | Add |
| 23 | MO | Altria Group Inc | +0.1% | +1.34% | Add |
| 24 | SYLD | Cambria Shareholder Yield Et | +0.1% | +24.68% | Add |
| 25 | BND | Vanguard Total Bond Market | +0.1% | +6.06% | Add |
| 26 | DUK | Duke Energy CORP | +0.1% | +5.11% | Add |
| 27 | DFAT | Dimensional US Target Value | +0.1% | +2.09% | Add |
| 28 | LMT | Lockheed Martin CORP | +0.1% | -9.26% | Trim |
| 29 | AEIS | Advanced Energy Industries | +0.1% | +0.16% | Add |
| 30 | AVUV | Avantis US Small Cap Value | +0.1% | +12.72% | Add |
| 31 | QDVO | Amplify Cwp Grw & Inc ETF | +0.1% | +50.35% | Add |
| 32 | SCHK | Schwab 1000 Index ETF | +0.1% | +129.51% | Add |
| 33 | CGMU | Cap Group Municipal Income | +0.1% | +21.19% | Add |
| 34 | NEE | Nextera Energy Inc | 0% | -3.62% | Trim |
| 35 | ADP | Automatic Data Processing | 0% | +44.61% | Add |
| 36 | AEM | Agnico Eagle Mines LTD | 0% | -0.91% | Trim |
| 37 | CGDV | Cap Group Dividend Value | 0% | +9.65% | Add |
| 38 | ULBI | Ultralife CORP | 0% | +1.46% | Add |
| 39 | PEP | Pepsico Inc | 0% | +1.89% | Add |
| 40 | FRDM | Freedom 100 Emeging Mrkt ETF | 0% | +174.64% | Add |
| 41 | VGT | Vanguard Info Tech ETF | 0% | +66.77% | Add |
| 42 | SCHD | Schwab US Dvd Equity ETF | 0% | +1.86% | Add |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +16.09% | Add |
| 44 | PFE | Pfizer Inc | 0% | +7.46% | Add |
| 45 | AUMI | Themes Gold Miners ETF | 0% | +101.59% | Add |
| 46 | TXN | Texas Instruments Inc | 0% | +19.41% | Add |
| 47 | EALT | Innovator US Eqty 5to15 Buff | 0% | +107.18% | Add |
| 48 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | +42.87% | Add |
| 49 | AVIG | Avantis Core Fixed Income | 0% | +124.38% | Add |
| 50 | IGF | Ishares Global Infrastructur | 0% | +2.86% | Add |
According to official SEC Form 13F filings, Visionary Wealth Advisors reported a total U.S. public equity portfolio value of $2.5B across 638 disclosed positions in Q1 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 AAPL, IVV, PWR) accounted for 12.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
FEGE
市值: $14.6M
Top Position Liquidated / Trimmed
NSC
前期市值: $1.6M
During Q1 2026, Visionary Wealth Advisors's top holdings by market value included AAPL (4.5%)、IVV (3.0%)、PWR (2.4%). The largest single position, AAPL, represented 4.5% of total portfolio value.
In Q1 2026, Visionary Wealth Advisors made 199 total portfolio adjustments, initiating 25 new buys, adding to 97 positions, trimming 74 holdings, and fully liquidating 3 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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