Visionary Wealth Advisors
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1802984
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13F Reported Value
ⓘ$2.5B
Holdings
666
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Visionary Wealth Advisors disclosed 666 positions worth $2.5B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.6% of the equity portfolio. During the quarter the fund opened 56 new positions and exited 26. The portfolio is most concentrated in Other (60.4% of disclosed assets). All figures are sourced directly from Visionary Wealth Advisors’s Form 13F-HR filing with the SEC under CIK 1802984.
AI Fund Analysis
Stable
$AAPL4.6% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
3.4% weight
Held 10 quarters
$PWR2.5% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US L
2.1% weight
Held 10 quarters
SCHWAB STRATEGIC TR - INTL
2.0% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US L
9 quarters accumulating
INNOVATOR ETFS TRUST - DEF
9 quarters accumulating
DIMENSIONAL ETF TRUST - IN
9 quarters accumulating
$GOOG9 quarters accumulating
DIMENSIONAL ETF TRUST - WO
9 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$116.8M403,814 sh ISHARES TR - CORE S&P500 ETF
—Quality
$86.0M114,825 sh- 72.1#159
Quality
$64.7M89,793 sh SCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$54.3M1,845,188 shSCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$51.8M1,870,532 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$47.5M1,402,726 shAMERICAN CENTY ETF TR - US LARGE CAP VLU
—Quality
$45.1M494,417 sh- 79.8
Quality
$43.9M117,678 sh ISHARES TR - CORE US AGGBD ET
—Quality
$39.0M393,563 sh- 70.3
Quality
$38.4M326,757 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $116.8M | 403,814 |
| ISHARES TR - CORE S&P500 ETF | — | $86.0M | 114,825 |
| QUANTA SERVICES, INC.$PWR | 72.1#159 | $64.7M | 89,793 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $54.3M | 1,845,188 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $51.8M | 1,870,532 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $47.5M | 1,402,726 |
| AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $45.1M | 494,417 |
 MICROSOFT CORP$MSFT | 79.8 | $43.9M | 117,678 |
| ISHARES TR - CORE US AGGBD ET | — | $39.0M | 393,563 |
 CISCO SYSTEMS, INC.$CSCO | 70.3 | $38.4M | 326,757 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Visionary Wealth Advisors's 666 positions.
Showing top 10 of 666 holdings.
Sector Allocation
Other
$1.5B
Technology
$396.8M
Industrials
$127.4M
Financials
$121.4M
Consumer Discretionary
$103.8M
Healthcare
$82.4M
Energy
$63.8M
Consumer Staples
$51.0M
Top Holdings — Visionary Wealth Advisors (Q2 2026)
Top 150 of 666 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $116.8M | 4.6% | +1% | 76.4 |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $86.0M | 3.4% | +9% | — |
| 3 | $PWR | QUANTA SERVICES, INC. | $64.7M | 2.5% | -7% | 72.1 |
| 4 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $54.3M | 2.1% | +1% | — |
| 5 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $51.8M | 2.0% | +0% | — |
| 6 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $47.5M | 1.9% | +3% | — |
| 7 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $45.1M | 1.8% | +5% | — |
| 8 | $MSFT | MICROSOFT CORP | $43.9M | 1.7% | +1% | 79.8 |
| 9 | — | ISHARES TR - CORE US AGGBD ET | $39.0M | 1.5% | +6% | — |
| 10 | $CSCO | CISCO SYSTEMS, INC. | $38.4M | 1.5% | -2% | 70.3 |
| 11 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $37.5M | 1.5% | +53% | — |
| 12 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $31.6M | 1.3% | +8% | — |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $29.6M | 1.2% | +12% | — |
| 14 | — | PIMCO ETF TR - MULTISECTOR BD | $28.7M | 1.1% | -7% | — |
| 15 | — | ISHARES TR - RUS 1000 GRW ETF | $27.2M | 1.1% | +332% | — |
| 16 | — | VANGUARD INDEX FDS - VALUE ETF | $26.6M | 1.1% | +14% | — |
| 17 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $24.1M | 0.9% | -0% | — |
| 18 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $24.1M | 0.9% | +2% | — |
| 19 |  $JNJ | JOHNSON & JOHNSON | $23.4M | 0.9% | +3% | 69 |
| 20 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $23.2M | 0.9% | -1% | — |
| 21 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $23.0M | 0.9% | -19% | — |
| 22 |  $NVDA | NVIDIA CORP | $22.6M | 0.9% | +3% | 85.9 |
| 23 |  $AMZN | AMAZON COM INC | $21.6M | 0.8% | +2% | 68.7 |
| 24 | — | VANGUARD INDEX FDS - MID CAP ETF | $21.6M | 0.8% | +306% | — |
| 25 |  $AVGO | Broadcom Inc. | $21.0M | 0.8% | +2% | 84.5 |
| 26 |  $HD | HOME DEPOT, INC. | $20.9M | 0.8% | +4% | 60.3 |
| 27 |  $PG | PROCTER & GAMBLE Co | $19.6M | 0.8% | -0% | 64.6 |
| 28 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $19.2M | 0.8% | +7% | — |
| 29 |  $WMT | Walmart Inc. | $19.0M | 0.8% | -1% | 60.2 |
| 30 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $18.9M | 0.8% | +3% | — |
| 31 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $18.9M | 0.8% | +9% | — |
| 32 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $18.4M | 0.7% | +4% | — |
| 33 |  $JPM | JPMORGAN CHASE & CO | $17.7M | 0.7% | -1% | 70.7 |
| 34 |  $ORLY | O REILLY AUTOMOTIVE INC | $17.3M | 0.7% | -1% | 67.4 |
| 35 |  $EMR | EMERSON ELECTRIC CO | $16.0M | 0.6% | +4% | 65.3 |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $15.5M | 0.6% | -2% | 73.8 |
| 37 |  $ABBV | AbbVie Inc. | $15.0M | 0.6% | +4% | 72.6 |
| 38 |  $XOM.R34088 | EXXON MOBIL CORP | $15.0M | 0.6% | +2% | 57.9 |
| 39 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $14.7M | 0.6% | -11% | — |
| 40 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $14.5M | 0.6% | -32% | — |
| 41 |  $QCOM | QUALCOMM INC/DE | $14.3M | 0.6% | +1% | 70.5 |
| 42 |  $KMI | KINDER MORGAN, INC. | $13.9M | 0.6% | +1% | 71.3 |
| 43 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $13.7M | 0.5% | +1% | — |
| 44 |  $CVX | CHEVRON CORP | $13.5M | 0.5% | +3% | 62.8 |
| 45 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $13.4M | 0.5% | +81% | — |
| 46 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $13.4M | 0.5% | +71% | — |
| 47 | — | VANGUARD INDEX FDS - GROWTH ETF | $13.4M | 0.5% | +512% | — |
| 48 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $13.2M | 0.5% | -27% | — |
| 49 |  $BNY | Bank of New York Mellon Corp | $13.1M | 0.5% | +1% | 74.1 |
| 50 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $12.8M | 0.5% | +3% | — |
| 51 |  $MO | ALTRIA GROUP, INC. | $12.4M | 0.5% | +4% | 67.4 |
| 52 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $12.1M | 0.5% | +12% | — |
| 53 |  $MU | MICRON TECHNOLOGY INC | $11.9M | 0.5% | +9% | 86.2 |
| 54 |  $PSX | Phillips 66 | $11.8M | 0.5% | -0% | 57.8 |
| 55 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $11.6M | 0.5% | +3% | — |
| 56 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | $11.5M | 0.5% | +6% | — |
| 57 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $11.0M | 0.4% | +14% | — |
| 58 |  $GOOGL | Alphabet Inc. | $11.0M | 0.4% | +4% | 78.2 |
| 59 |  $TSLA | Tesla, Inc. | $10.9M | 0.4% | +0% | 53.9 |
| 60 | — | VANGUARD INDEX FDS - SMALL CP ETF | $10.9M | 0.4% | +0% | — |
| 61 | — | ISHARES TR - RUS 1000 VAL ETF | $10.9M | 0.4% | -1% | — |
| 62 |  $SO | SOUTHERN CO | $10.7M | 0.4% | +5% | 62 |
| 63 |  $AMGN | AMGEN INC | $10.7M | 0.4% | +4% | 79.2 |
| 64 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $10.7M | 0.4% | +1% | — |
| 65 | — | DOUBLELINE ETF TRUST - OPPO CORE BD ETF | $10.4M | 0.4% | +13% | — |
| 66 |  $LMT | LOCKHEED MARTIN CORP | $10.4M | 0.4% | +8% | 65.6 |
| 67 |  $META | Meta Platforms, Inc. | $10.0M | 0.4% | +5% | 79.6 |
| 68 |  $VZ | VERIZON COMMUNICATIONS INC | $10.0M | 0.4% | +4% | 65.8 |
| 69 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $10.0M | 0.4% | +42% | — |
| 70 |  $NEE | NEXTERA ENERGY INC | $10.0M | 0.4% | +3% | 64.6 |
| 71 |  $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | $10.0M | 0.4% | -0% | 58.7 |
| 72 | — | INNOVATOR ETFS TRUST - EQUITY MNGD 100 | $9.9M | 0.4% | +30% | — |
| 73 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $9.8M | 0.4% | -10% | — |
| 74 |  $DUK | Duke Energy CORP | $9.8M | 0.4% | +3% | 56.4 |
| 75 |  $MCD | MCDONALDS CORP | $9.6M | 0.4% | +438% | 69 |
| 76 |  $RTX | RTX Corp | $9.5M | 0.4% | +4% | 73.2 |
| 77 |  $GSK | GSK plc | $9.5M | 0.4% | +3% | — |
| 78 |  $PEP | PEPSICO INC | $9.1M | 0.4% | +6% | 63.4 |
| 79 | — | PIMCO ETF TR - ENHNCD LW DUR AC | $8.9M | 0.3% | +4% | — |
| 80 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $8.8M | 0.3% | -12% | — |
| 81 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $8.3M | 0.3% | +6% | — |
| 82 |  $KO | COCA COLA CO | $8.2M | 0.3% | -0% | 69.5 |
| 83 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $8.0M | 0.3% | +32% | — |
| 84 |  $IVZ | Invesco Ltd. | $7.9M | 0.3% | -15% | — |
| 85 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $7.7M | 0.3% | -33% | — |
| 86 |  $URI | UNITED RENTALS, INC. | $7.7M | 0.3% | -0% | 63.9 |
| 87 | $GOOG | Alphabet Inc. | $7.6M | 0.3% | +1% | 78.2 |
| 88 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $7.2M | 0.3% | +3% | — |
| 89 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $7.2M | 0.3% | +2% | — |
| 90 | — | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | $7.1M | 0.3% | NEW | — |
| 91 |  $ULBI | ULTRALIFE CORP | $7.0M | 0.3% | +0% | 33.2 |
| 92 | — | VANECK ETF TRUST - REAL ASSETS ETF | $7.0M | 0.3% | +76% | — |
| 93 | — | PIMCO ETF TR - ACTIVE BD ETF | $6.9M | 0.3% | -3% | — |
| 94 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $6.9M | 0.3% | +1% | — |
| 95 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $6.9M | 0.3% | -9% | — |
| 96 |  $PAR | PAR TECHNOLOGY CORP | $6.8M | 0.3% | +9% | 38.9 |
| 97 | — | ISHARES TR - CORE MSCI EAFE | $6.8M | 0.3% | +3% | — |
| 98 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.7M | 0.3% | +0% | — |
| 99 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $6.7M | 0.3% | +10% | — |
| 100 | — | RBB FUND TRUST - FIRST EAGLE GBL | $6.5M | 0.3% | -57% | — |
| 101 | — | ISHARES TR - CORE DIV GRWTH | $6.5M | 0.3% | -1% | — |
| 102 |  $AMD | ADVANCED MICRO DEVICES INC | $6.4M | 0.3% | -12% | 79.8 |
| 103 | — | ISHARES TR - NATIONAL MUN ETF | $6.4M | 0.3% | +2% | — |
| 104 |  $CSPI | CSP INC /MA/ | $6.4M | 0.3% | +2% | 21.5 |
| 105 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | $6.3M | 0.3% | +2% | — |
| 106 |  $SPY | SPDR S&P 500 ETF TRUST | $6.2M | 0.2% | -5% | — |
| 107 | — | AMPLIFY ETF TR - CWP GRO INC ETF | $6.1M | 0.2% | +21% | — |
| 108 | — | ISHARES TR - MSCI EAFE ETF | $6.1M | 0.2% | +11% | — |
| 109 |  $LLY | ELI LILLY & Co | $6.1M | 0.2% | +4% | 87.5 |
| 110 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $6.0M | 0.2% | +8% | — |
| 111 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $6.0M | 0.2% | +8% | — |
| 112 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $5.8M | 0.2% | -39% | — |
| 113 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $5.8M | 0.2% | -36% | — |
| 114 | — | TIDAL TRUST I - FUND GRAN US ETF | $5.8M | 0.2% | +15% | — |
| 115 | — | RBB FD INC - MOTLEY FOL ETF | $5.7M | 0.2% | +6% | — |
| 116 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $5.6M | 0.2% | -35% | — |
| 117 | — | COHEN & STEERS ETF TRUST - REAL EST ACT ETF | $5.4M | 0.2% | -0% | — |
| 118 | — | SPDR SERIES TRUST - ST STR P500VAL | $5.3M | 0.2% | +19% | — |
| 119 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $5.2M | 0.2% | +1% | — |
| 120 | — | ISHARES TR - CORE S&P SCP ETF | $5.0M | 0.2% | +12% | — |
| 121 | — | DBX ETF TR - XTRACK MSCI EAFE | $5.0M | 0.2% | -25% | — |
| 122 | — | ISHARES TR - RUS 1000 ETF | $5.0M | 0.2% | -2% | — |
| 123 | — | RBB FUND TRUST - FIRS EAGL OV ETF | $5.0M | 0.2% | +928% | — |
| 124 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $4.9M | 0.2% | +1% | — |
| 125 |  $AEM | AGNICO EAGLE MINES LTD | $4.9M | 0.2% | +0% | — |
| 126 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $4.9M | 0.2% | +10% | — |
| 127 | — | ISHARES TR - GLB INFRASTR ETF | $4.6M | 0.2% | -13% | — |
| 128 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $4.6M | 0.2% | -11% | — |
| 129 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $4.5M | 0.2% | -4% | — |
| 130 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $4.5M | 0.2% | +2% | — |
| 131 | — | ISHARES TR - CRE U S REIT ETF | $4.4M | 0.2% | -14% | — |
| 132 |  $GLD | SPDR GOLD TRUST | $4.4M | 0.2% | +9% | — |
| 133 | — | J P MORGAN EXCHANGE TRADED F - GLOBAL SEL EQUIT | $4.4M | 0.2% | -9% | — |
| 134 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $4.4M | 0.2% | +35% | — |
| 135 | — | SPDR SERIES TRUST - ST STR P500GRW | $4.4M | 0.2% | +5% | — |
| 136 |  $MRK | Merck & Co., Inc. | $4.4M | 0.2% | +0% | 59.9 |
| 137 | — | TIDAL TRUST II - HILT SMAL MI ETF | $4.3M | 0.2% | -0% | — |
| 138 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $4.3M | 0.2% | +8% | — |
| 139 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $4.3M | 0.2% | +0% | 61.7 |
| 140 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $4.3M | 0.2% | +1% | — |
| 141 |  $TXRH | Texas Roadhouse, Inc. | $4.2M | 0.2% | +0% | 62.7 |
| 142 |  $TXN | TEXAS INSTRUMENTS INC | $4.1M | 0.2% | -1% | 73.4 |
| 143 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | $4.0M | 0.2% | +2% | — |
| 144 | — | ISHARES TR - RUS TP200 GR ETF | $3.9M | 0.1% | +1% | — |
| 145 |  $PFE | PFIZER INC | $3.9M | 0.1% | +1% | 62 |
| 146 | — | AMPLIFY ETF TR - CWP INTL ENHANCE | $3.9M | 0.1% | +14% | — |
| 147 |  $V | VISA INC. | $3.8M | 0.1% | +1% | 82.9 |
| 148 | — | AMERICAN CENTY ETF TR - DIVERSIFIED MU | $3.8M | 0.1% | +7% | — |
| 149 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $3.7M | 0.1% | +791% | — |
| 150 | — | EA SERIES TRUST - STRIVE 500 ETF | $3.7M | 0.1% | -13% | — |
New Positions (56)
DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF$7.1M
JANUS DETROIT STR TR - HENDERSN SML ETF$3.2M
PGIM ETF TR - PGIM ULTRA SH BD$2.7M
ROUNDHILL ETF TRUST - MEMORY ETF$1.8M
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$1.5M
COLLABORATIVE INVESTMNT SER - SPA NEW ISS ETF$1.4M
FIRST TR EXCHANGE-TRADED FD - FT VEST RIS$1.3M
$STRL STERLING INFRASTRUCTURE, INC.$966,943 TIDAL TRUST III - VIST ARTI IN ETF$778,795
$VRTX VERTEX PHARMACEUTICALS INC / MA$762,978
$HONA Honeywell Aerospace Inc.$690,875 PIMCO ETF TR - SHTRM MUN BD ACT$573,024
INNOVATOR ETFS TRUST - EQUI DUAL 15 MAY$497,446
$DAL DELTA AIR LINES, INC.$485,598 EA SERIES TRUST - CAMBRIA GLOBAL E$479,251
Exited Positions (26)
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