EdgeMarket › What Visionary Wealth Advisors reported owning
What Visionary Wealth Advisors reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.3BPositions
638Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 101.8M | 4.5% | 401.2K | 309.35 | +36.9% |
| IVV iShares Core S&P 500 ETF | 68.8M | 3.0% | 105.3K | 769.31 | +20.0% |
| PWR QUANTA SERVICES, INC. | 53.1M | 2.3% | 96.7K | 639.34 | +70.1% |
| SCHX Schwab U.S. Large-Cap ETF | 46.7M | 2.1% | 1.8M | 30.21 | +19.6% |
| SCHF Schwab International Equity ETF | 46.3M | 2.0% | 1.9M | 28.46 | +24.7% |
| MSFT MICROSOFT CORP | 43.2M | 1.9% | 116.8K | 483.24 | -4.4% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 39.8M | 1.8% | 1.4M | 35.32 | +17.3% |
| AVLV Avantis U.S. Large Cap Value ETF | 37.9M | 1.7% | 470.1K | 94.64 | +34.1% |
| AGG iShares Core U.S. Aggregate Bond ETF | 36.7M | 1.6% | 369.6K | 97.35 | -1.7% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 30.5M | 1.3% | 1.2M | 26.16 | -1.4% |
| BND Vanguard Total Bond Market ETF | 29.5M | 1.3% | 400.7K | 72.23 | -1.8% |
| CSCO CISCO SYSTEMS, INC. | 25.8M | 1.1% | 332.9K | 111.04 | +65.5% |
| JPIE JPMorgan Income ETF | 23.4M | 1.0% | 507.1K | 45.85 | -1.1% |
| AVDE Avantis International Equity ETF | 23.4M | 1.0% | 275.2K | 94.26 | +22.4% |
| VOO Vanguard S&P 500 ETF | 23.0M | 1.0% | 38.6K | 703.71 | +20.0% |
| SCHA Schwab U.S. Small-Cap ETF | 22.9M | 1.0% | 786.6K | 34.83 | +32.4% |
| JNJ JOHNSON & JOHNSON | 21.9M | 1.0% | 89.7K | 270.24 | +51.1% |
| DFAT Dimensional U.S. Targeted Value ETF | 21.6M | 1.0% | 346.6K | 71.67 | +26.9% |
| IWF iShares Russell 1000 Growth Fund | 21.6M | 1.0% | 50.7K | 122.39 | +11.2% |
| VTV Vanguard Morningstar Value ETF | 21.1M | 0.9% | 107.5K | 226.40 | +24.6% |
| WMT Walmart Inc. | 20.9M | 0.9% | 168.5K | 103.70 | +1.1% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 20.7M | 0.9% | 532.2K | 45.61 | +22.8% |
| MOAT VanEck Morningstar Wide Moat ETF | 19.9M | 0.9% | 205.6K | 114.42 | +17.5% |
| PG PROCTER & GAMBLE Co | 19.4M | 0.9% | 134.4K | 144.68 | -9.3% |
| NVDA NVIDIA CORP | 19.1M | 0.8% | 109.7K | 214.72 | +22.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 18.9M | 0.8% | 65.9K | 82.97 | +15.9% |
| HD HOME DEPOT, INC. | 18.8M | 0.8% | 57.0K | 335.61 | -16.5% |
| AMZN AMAZON COM INC | 18.5M | 0.8% | 89.0K | 258.63 | +15.6% |
| XOM ExxonMobil Holdings Corp | 18.2M | 0.8% | 107.5K | 165.11 | +52.1% |
| MINT PIMCO Enhanced Short Maturity Active Exchange- | 17.7M | 0.8% | 175.9K | 100.73 | +0.2% |
| ORLY O REILLY AUTOMOTIVE INC | 17.5M | 0.8% | 189.3K | 89.11 | -14.3% |
| BALT Innovator Defined Wealth Shield ETF | 17.0M | 0.8% | 508.6K | 34.70 | +6.8% |
| AVGO Broadcom Inc. | 16.9M | 0.7% | 54.5K | 368.45 | +26.5% |
| VIG Vanguard Div Appreciation ETF | 16.6M | 0.7% | 77.4K | 243.91 | +16.2% |
| CVX CHEVRON CORP | 16.4M | 0.7% | 79.3K | 205.27 | +34.0% |
| UCON First Trust Smith Unconstrained Bond ETF | 16.4M | 0.7% | 661.4K | 24.56 | -1.6% |
| JPM JPMORGAN CHASE & CO | 16.0M | 0.7% | 54.2K | 351.58 | +20.3% |
| CGDV Capital Group Dividend Value ETF | 15.5M | 0.7% | 365.0K | 50.21 | +22.5% |
| unmapped CUSIP 084670702 | 15.1M | 0.7% | 31.5K | — | — |
| FEGE First Eagle Global Equity ETF | 14.6M | 0.6% | 309.6K | 53.17 | +26.8% |
| KMI KINDER MORGAN, INC. | 14.5M | 0.6% | 432.2K | 30.98 | +16.6% |
| EMR EMERSON ELECTRIC CO | 14.1M | 0.6% | 107.6K | 157.26 | +20.1% |
| DFIV Dimensional International Value ETF | 13.3M | 0.6% | 251.6K | 58.31 | +27.8% |
| PSX Phillips 66 | 12.7M | 0.6% | 69.8K | 242.87 | +96.5% |
| CGCB Capital Group Core Bond ETF | 12.5M | 0.6% | 476.0K | 25.84 | -2.0% |
| XLK State Street Technology Select Sector SPDR ETF | 12.5M | 0.6% | 93.8K | 183.31 | +41.1% |
| ABBV AbbVie Inc. | 12.5M | 0.6% | 57.3K | 264.96 | +26.7% |
| LMT LOCKHEED MARTIN CORP | 11.4M | 0.5% | 18.9K | 563.57 | +26.4% |
| VZ VERIZON COMMUNICATIONS INC | 11.4M | 0.5% | 226.5K | 49.45 | +9.7% |
| VUG Vanguard Morningstar Growth ETF | 11.1M | 0.5% | 25.4K | 87.50 | +15.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →