VH

Visionary Horizons, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$203.0M

Reporting period: 2026-03-31 · Number of holdings: 128

Visionary Horizons, LLC disclosed 128 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $203.0M and a quarterly turnover rate of 29.8%.

Personality snowflake

Concentration
18.87
Portfolio Stability
29.77
Momentum/Contrarian
100
Sector conviction
69.29
Diversification
100
Sizing Uniformity
77.47

Recent moves

  • Trim SCHG

    -7.5%　-$6.0M

  • Trim SPYV

    -12.0%　-$3.1M

  • Trim MRSK

    -25.4%　-$2.7M

  • Add FNDF

    +27.9%　$3.6M

  • Add AVEM

    +47.7%　$3.3M

  • Add XLU

    +123.3%　$2.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHGSchwab US Large-cap GrowthETF-Other13.95%-3.78%-7.50%
2SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth10.84%-2.15%-12.04%
3FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other6.34%+1.53%+27.91%
4AVUVAvantis US Small Cap ValueETF-Small Cap4.69%+0.52%+8.98%
5AVEMAvantis Emerging Markets EqETF-Emerging Markets4.66%+1.50%+47.75%
6MRSKToews Agility Shares ManagedETF-Other3.39%-1.58%-25.38%
7AVUSAvantis U.s. Equity ETFETF-Other3.34%—+1.72%
8TOTLSs Doubleline Tr Tact ETFETF-Other3.01%+0.84%+48.04%
9SPIBSs Spdr P Int C CORP ETFETF-Other2.87%+0.72%+41.31%
10QQQInvesco Qqq Trust Series 1ETF-Tech2.85%—+5.75%
11XLISs Industrial Select SectorETF-Other1.89%-0.24%-10.77%
12XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other1.69%+0.95%+123.32%
13RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth1.24%-0.42%-21.92%
14GLDSpdr Gold SharesETF-Commodities1.08%+0.37%+48.49%
15DYNFIshrs US E F R A Etf-usd INCETF-Other1.08%+0.20%+34.08%
16NVDANvidia CORPStock-Tech0.95%—+3.26%
17SPTSSs Spdr P St Term Tsy ETFETF-Other0.95%—+12.88%
18SDYSs Spdr S&p Dividend ETFETF-Other0.94%+0.94%NEW
19ACIOAptus Collared Invest OppETF-Other0.93%—+14.43%
20IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other0.88%—+13.47%
21STIPIshares 0-5 Year Tips Bond EETF-Other0.84%+0.49%+150.18%
22AMGNAmgen INCStock-Healthcare0.82%—-3.74%
23MSFTMicrosoft CORPStock-Tech0.81%-0.20%+9.41%
24BINCIshares Flex I A Etf-usd INCETF-Other0.79%—+12.51%
25MDTMedtronic plcStock-Healthcare0.76%—+0.74%
26RAAXVaneck Real Assets ETFETF-Other0.68%—+1.42%
27KRESs Spdr S&p Regional BankETF-Other0.65%+0.65%NEW
28SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.64%—+14.02%
29PLTRPalantir Technologies Inc-aStock-Tech0.62%—+1.00%
30BRK-BBerkshire Hathaway Inc-cl BStock-Other0.58%—+2.41%
31METAMeta Platforms Inc-class AStock-Comm Services0.58%—+45.45%
32NEARIshares Sh Dba ETF Usd INCETF-Other0.55%+0.22%+76.11%
33HASHasbro INCStock-Consumer Disc0.52%—-11.58%
34NOCNorthrop Grumman CORPStock-Industrials0.50%—-9.30%
35CAHCardinal Health INCStock-Healthcare0.50%—-15.20%
36TMUST-mobile US INCStock-Comm Services0.47%—+32.28%
37FITBFifth Third BancorpStock-Financials0.46%—-4.05%
38EWBCEast West Bancorp INCStock-Financials0.45%—-1.91%
39SCHFSchwab Intl Equity ETFETF-Other0.45%—+17.98%
40SCHVSchwab US Large-cap ValueETF-Other0.42%—+7.40%
41CITHE Cigna GroupStock-Healthcare0.42%—+14.74%
42AVDEAvantis International EquityETF-Other0.41%—+10.10%
43MSIMotorola Solutions INCStock-Tech0.41%+0.41%NEW
44ANAutonation INCStock-Consumer Disc0.40%—-1.88%
45LADLithia Motors INCStock-Consumer Disc0.39%—+1.63%
46XLFSs Financial Select SectorETF-Other0.39%-0.19%-22.20%
47DUKDuke Energy CORPStock-Utilities0.38%—-5.42%
48SOSouthern Co/theStock-Utilities0.37%—-0.82%
49PPGPpg Industries INCStock-Materials0.36%+0.36%NEW
50BRK-ABerkshire Hathaway Inc-cl AStock-Other0.35%——
1–50 of 128

Holding changes this quarter

Visionary Horizons, LLC's most significant position changes for 2026-03-31: New buy: Ss Spdr S&p Dividend ETF (SDY); Sold out: Invesco S&p 500 Low Volatili (SPLV); New buy: Ss Spdr S&p Regional Bank (KRE); New buy: Motorola Solutions INC (MSI); Sold out: Pvh CORP (PVH).

Position changes disclosed by Visionary Horizons, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1FNDFSchwab Fndmn Intl Lrg Co ETF+1.5%+27.91%Add
2AVEMAvantis Emerging Markets Eq+1.5%+47.75%Add
3XLUSt Sr Utl Sl Se Spdr Etf-usd+1%+123.32%Add
4TOTLSs Doubleline Tr Tact ETF+0.8%+48.04%Add
5SPIBSs Spdr P Int C CORP ETF+0.7%+41.31%Add
6AVUVAvantis US Small Cap Value+0.5%+8.98%Add
7STIPIshares 0-5 Year Tips Bond E+0.5%+150.18%Add
8GLDSpdr Gold Shares+0.4%+48.49%Add
9NEARIshares Sh Dba ETF Usd INC+0.2%+76.11%Add
10DYNFIshrs US E F R A Etf-usd INC+0.2%+34.08%Add
11XLFSs Financial Select Sector-0.2%-22.20%Trim
12IBKRInteractive Brokers Gro-cl A-0.2%-36.96%Trim
13MSFTMicrosoft CORP-0.2%+9.41%Add
14XLISs Industrial Select Sector-0.2%-10.77%Trim
15SPABSs Spdr P Agg Bond ETF-0.3%-44.69%Trim
16AVGOBroadcom INC-0.4%-64.07%Trim
17RSPInvesco S&p 500 Equal Weight-0.4%-21.92%Trim
18AIQGlobal X Art Intel & Tech-0.6%-75.02%Trim
19MRSKToews Agility Shares Managed-1.6%-25.38%Trim
20SPYVSs Spdr P S&p 500 Value ETF-2.2%-12.04%Trim
21SCHGSchwab US Large-cap Growth-3.8%-7.50%Trim
22SDYSs Spdr S&p Dividend ETF—NEWNew buy
23SPLVInvesco S&p 500 Low Volatili—EXITSold out
24KRESs Spdr S&p Regional Bank—NEWNew buy
25MSIMotorola Solutions INC—NEWNew buy
26PVHPvh CORP—EXITSold out
27ADBEAdobe INC—EXITSold out
28PPGPpg Industries INC—NEWNew buy
29PEXLPacer US Export Leaders ETF—NEWNew buy
30ESEversource Energy—NEWNew buy
31AVIGAvantis Core Fixed Income—NEWNew buy
32MANHManhattan Associates INC—EXITSold out
33CBOECboe Global Markets INC—NEWNew buy
34SYSBIshares Systematic Bond ETF—NEWNew buy
35IYWIshares Ustechnology ETF—NEWNew buy
36DFCFDimensional Core Fixed INC—NEWNew buy
37VONVVanguard Russell 1000 Value—NEWNew buy
38BGLDFt Vest Gold Strategy Quarte—EXITSold out
39VONGVanguard Russell 1000 Growth—NEWNew buy
40ATOAtmos Energy CORP—EXITSold out
41VEUVanguard Ftse All-world Ex-u—NEWNew buy
42INCYIncyte CORP—EXITSold out
43XLCSs Comm Select Sector Spdr—NEWNew buy
44MSCIMsci INC—NEWNew buy
45INTUIntuit INC—NEWNew buy
46SPBOSs Spdr P CORP Bond ETF—NEWNew buy
47✓ Totalenergies Se—NEWNew buy
48GOOGAlphabet Inc-cl C—NEWNew buy
49FALNIshares Fallen Angels ETF—EXITSold out
50COWGPacer US Lrg Cap Cows Gr Ld—NEWNew buy

FAQ

What is Visionary Horizons, LLC and what type of investor is it?
Visionary Horizons, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $203.0M, spread across 128 disclosed positions.
What are Visionary Horizons, LLC's largest equity positions?
Based on the latest 13F filing, Visionary Horizons, LLC's top holdings by market value are: 1. Schwab US Large-cap Growth (SCHG) — $28.3M (13.9%) 2. Ss Spdr P S&p 500 Value ETF (SPYV) — $22.0M (10.8%) 3. Schwab Fndmn Intl Lrg Co ETF (FNDF) — $12.9M (6.3%) 4. Avantis US Small Cap Value (AVUV) — $9.5M (4.7%) 5. Avantis Emerging Markets Eq (AVEM) — $9.5M (4.7%)
What changes did Visionary Horizons, LLC make in its most recent portfolio filing?
In the latest reported quarter, Visionary Horizons, LLC made 50 notable position adjustments: 21 new positions were initiated, 11 existing holdings were added to, 10 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Ss Spdr S&p Dividend ETF (SDY); Sold out: Invesco S&p 500 Low Volatili (SPLV); New buy: Ss Spdr S&p Regional Bank (KRE); New buy: Motorola Solutions INC (MSI); Sold out: Pvh CORP (PVH)
What sectors does Visionary Horizons, LLC focus on?
Visionary Horizons, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 35.2% • Health Care: 22.3% • Communication Services: 20.1% • Consumer Discretionary: 10.6% • Financials: 6.4% • Energy: 3.2%