What does VisionPoint Advisory Group, LLC hold?

VisionPoint Advisory Group, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include NVDA. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1750924.

What is VisionPoint Advisory Group, LLC's AUM?

VisionPoint Advisory Group, LLC reported approximately $635.9M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source VisionPoint Advisory Group, LLC's holdings?

All VisionPoint Advisory Group, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1750924. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is VisionPoint Advisory Group, LLC's 13F data updated on 13F Pro?

VisionPoint Advisory Group, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

VisionPoint Advisory Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1750924

Institutional-grade research for retail investors

Sector Allocation

Other59.8%$380.3M
Technology14.4%$91.6M
Financials8.2%$52.1M
Healthcare4.2%$26.5M
Industrials4.0%$25.2M
Energy2.6%$16.4M
Consumer Discretionary2.1%$13.6M
Materials1.5%$9.7M
Consumer Staples1.4%$9.1M
Communication Services0.8%$5.2M

AUM History

13fpro.ai/research/fund/visionpoint-advisory-group-llc-1750924

Conviction and streaks

Concentrating · top 10 = 21.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold3.4% weight · held 11 quarters

$NVDAConviction hold2.7% weight · held 11 quarters

$Conviction hold2.6% weight · held 11 quarters

$AAPLConviction hold2.0% weight · held 11 quarters

$Conviction hold1.9% weight · held 11 quarters

$Accumulating+7351% shares · 10 quarters running

$NZFAccumulating+203% shares · 10 quarters running

$NVGAccumulating+79% shares · 10 quarters running

$NADAccumulating+29% shares · 10 quarters running

$AMTAccumulating+51% shares · 8 quarters running

$Trimming-73% shares · 10 quarters running

$Trimming-74% shares · 10 quarters running

$Trimming-32% shares · 8 quarters running

$PMTrimming-89% shares · 8 quarters running

$Trimming-64% shares · 7 quarters running

Largest positions — Q3 2026

SPDR
$21.5M
NVDA
$17.4M
ISHARES
$16.7M
AAPL
$12.6M
VANGUARD
$12.1M
ISHARES
$11.3M
QQQ
$10.9M
MSFT
$10.5M
SPDR
$10.4M
ISHARES
$9.9M
SPY
$9.8M
BLACKROCK
$9.6M
SPDR
$9.3M
DE
$8.7M
SPDR
$8.7M
SPDR
$7.3M
MU
$6.4M
ISHARES
$6.3M
SPDR
$6.3M
GOOG
$6.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/visionpoint-advisory-group-llc-1750924

VisionPoint Advisory Group, LLC 13F holdings — Q3 2026

$635.9M portfolio (+3.8% QoQ) · 463 holdings · Q3 2026 13F · top 10 are 21% of the stock portfolio

1
SPDR SERIES TRUST - ST STR P500ETF
$21.5M
3.4% of stocks
+35%This quarter—Since filed—Held
AIQuality—Est. buy—
2
NVIDIA CORP
$NVDA
$17.4M
2.7% of stocks
+17%This quarter-5.8%Since filed11+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial
3
ISHARES TR - CORE S&P500 ETF
$16.7M
2.6% of stocks
+24%This quarter—Since filed—Held
AIQuality—Est. buy—
4
Apple Inc.
$AAPL
$12.6M
2.0% of stocks
+32%This quarter+2.2%Since filed11+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
5
VANGUARD INDEX FDS - S&P 500 ETF SHS
$12.1M
1.9% of stocks
-0.8%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - CORE UNIVRSL USD
$11.3M
1.8% of stocks
+114%This quarter—Since filed—Held
AIQuality—Est. buy—
7
INVESCO QQQ TRUST, SERIES 1
$QQQ
$10.9M
1.7% of stocks
-9%This quarter-5.2%Since filed8 qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
8
MICROSOFT CORP
$MSFT
$10.5M
1.6% of stocks
+6%This quarter-0.5%Since filed11+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
9
SPDR SERIES TRUST - ST STR PR SP1500
$10.4M
1.6% of stocks
-14%This quarter—Since filed—Held
AIQuality—Est. buy—
10
ISHARES TR - S&P 500 GRWT ETF
$9.9M
1.6% of stocks
+53%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR SERIES TRUST - ST STR P500ETF	$21.5M	3.4%	+35%	—	—	—	—
2	NVIDIA CORP$NVDA	$17.4M	2.7%	+17%	-5.8%	11+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial
3	ISHARES TR - CORE S&P500 ETF	$16.7M	2.6%	+24%	—	—	—	—
4	Apple Inc.$AAPL	$12.6M	2.0%	+32%	+2.2%	11+ qtrsAdded 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
5	VANGUARD INDEX FDS - S&P 500 ETF SHS	$12.1M	1.9%	-0.8%	—	—	—	—
6	ISHARES TR - CORE UNIVRSL USD	$11.3M	1.8%	+114%	—	—	—	—
7	INVESCO QQQ TRUST, SERIES 1$QQQ	$10.9M	1.7%	-9%	-5.2%	8 qtrsTrimmed 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
8	MICROSOFT CORP$MSFT	$10.5M	1.6%	+6%	-0.5%	11+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
9	SPDR SERIES TRUST - ST STR PR SP1500	$10.4M	1.6%	-14%	—	—	—	—
10	ISHARES TR - S&P 500 GRWT ETF	$9.9M	1.6%	+53%	—	—	—	—

All holdings — VisionPoint Advisory Group, LLC (Q3 2026)

Sort

463 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$9.8M	1.5%	13K	-19%	11+ qtrsTrimmed 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
12	—	BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund	—	$9.6M	1.5%	139K	+51%	—	—	13F
13	—	SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund	—	$9.3M	1.5%	102K	-15%	—	—	13F
14	$DE	DEERE & CO	Industrials	$8.7M	1.4%	13K	-0.3%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
15	—	SPDR SERIES TRUST - ST STR SP DIVetf/fund	—	$8.7M	1.4%	60K	-12%	—	—	13F
16	—	SPDR SERIES TRUST - ST STR AGGRE ETFetf/fund	—	$7.3M	1.1%	299K	-4%	—	—	13F
17	$MU	MICRON TECHNOLOGY INC	Technology	$6.4M	1.0%	5,969	-11%	11+ qtrsTrimmed 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
18	—	ISHARES TR - S&P 500 VAL ETFetf/fund	—	$6.3M	1.0%	28K	+72%	—	—	13F
19	—	SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund	—	$6.3M	1.0%	126K	+24%	—	—	13F
20	$GOOG	Alphabet Inc.	Technology	$6.1M	1.0%	18K	-0.9%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$5.5M	0.9%	11K	-13%	11+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
22	—	ISHARES TR - MSCI ACWI EX USetf/fund	—	$5.4M	0.8%	71K	+103%	—	—	13F
23	—	BLACKROCK ETF TRUST - ISHA IN CTRY ETFetf/fund	—	$5.4M	0.8%	148K	+77%	—	—	13F
24	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$5.3M	0.8%	14K	-5%	11+ qtrsTrimmed 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
25	$AMZN	AMAZON COM INC	Consumer Discretionary	$5.2M	0.8%	21K	+8%	11+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
26	$IVZ	Invesco Ltd.	Financials	$5.2M	0.8%	25K	-16%
27	$LLY	ELI LILLY & Co	Healthcare	$5.1M	0.8%	4,398	+3%
28	—	ISHARES TR - IBOXX INV CP ETF	—	$4.8M	0.8%	47K	-16%
29	—	ISHARES TR - US TREAS BD ETF	—	$4.6M	0.7%	210K	+69%
30	$GOOGL	Alphabet Inc.	Technology	$4.5M	0.7%	13K	+4%
31	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$4.5M	0.7%	87K	+20%
32	$AVGO	Broadcom Inc.	Technology	$4.5M	0.7%	13K	-3%
33	—	ISHARES TR - 1 3 YR TREAS BD	—	$4.3M	0.7%	53K	-8%
34	—	BLACKROCK ETF TRUST - ISHA I IN TE ETF	—	$4.3M	0.7%	91K	+61%
35	—	ISHARES INC - CORE MSCI EMKT	—	$4.2M	0.7%	52K	+18%
36	$TSLA	Tesla, Inc.	Consumer Discretionary	$4.2M	0.7%	12K	+22%
37	—	ISHARES TR - TRUST ISHARE 0-1	—	$4.1M	0.6%	37K	+299%
38	—	BLACKROCK ETF TRUST - ISHA LA CORE ETF	—	$4.1M	0.6%	83K	+80%
39	—	PIMCO ETF TR - ENHAN SHRT MA AC	—	$4.0M	0.6%	40K	+542%
40	—	ISHARES TR - MSCI EMG MKT ETF	—	$4.0M	0.6%	60K	-9%
41	—	ALPS ETF TR - ALERIAN MLP	—	$3.9M	0.6%	75K	-3%
42	$LNG	Cheniere Energy, Inc.	Energy	$3.8M	0.6%	14K	-4%
43	$JPM	JPMORGAN CHASE & CO	Financials	$3.8M	0.6%	11K	-6%
44	—	VALUED ADVISERS TR - REGAN FLTG RATE	—	$3.7M	0.6%	146K	-14%
45	—	ISHARES TR - MSCI EAFE ETF	—	$3.7M	0.6%	36K	-14%
46	—	ISHARES TR - NATIONAL MUN ETF	—	$3.6M	0.6%	35K	+51%
47	—	BLACKROCK ETF TRUST - ISHA SYST AL ETF	—	$3.5M	0.6%	118K	+60%
48	$HBAN	HUNTINGTON BANCSHARES INC /MD/	Financials	$3.4M	0.5%	222K	+0.0%
49	—	SPDR SERIES TRUST - ST STR P500GRW	—	$3.3M	0.5%	27K	-4%
50	—	ISHARES TR - MORTGE REL ETF	—	$3.3M	0.5%	181K	-10%
51	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$3.2M	0.5%	4,720	-11%
52	—	ISHARES TR - IBOXX HI YD ETF	—	$3.2M	0.5%	41K	-59%
53	—	SPDR SERIES TRUST - ST STR P500VAL	—	$3.1M	0.5%	51K	-12%
54	$META	Meta Platforms, Inc.	Technology	$3.0M	0.5%	4,164	-15%
55	$IVZ	Invesco Ltd.	Financials	$2.9M	0.5%	9,491	New
56	—	BLACKROCK ETF TRUST - ISHA US THEM ETF	—	$2.8M	0.4%	64K	+53%
57	$WMB	WILLIAMS COMPANIES, INC.	Energy	$2.8M	0.4%	42K	-5%
58	$ETR	ENTERGY CORP /DE/	Utilities	$2.7M	0.4%	27K	-2%
59	$AMD	ADVANCED MICRO DEVICES INC	Technology	$2.7M	0.4%	4,389	-2%
60	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$2.7M	0.4%	121K	+67%
61	—	NORTHERN LTS FD TR IV - MAIN SECTR ROTN	—	$2.6M	0.4%	36K	-12%
62	—	BLACKROCK ETF TRUST II - ISHA GLO USD ETF	—	$2.6M	0.4%	51K	+81%
63	—	ISHARES TR - CORE MSCI EAFE	—	$2.5M	0.4%	26K	-19%
64	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$2.5M	0.4%	77K	+113%
65	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$2.5M	0.4%	32K	-13%
66	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$2.4M	0.4%	27K	-6%
67	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$2.4M	0.4%	11K	-10%
68	$CVX	CHEVRON CORP	Energy	$2.4M	0.4%	12K	-5%
69	—	ISHARES TR - MBS ETF	—	$2.4M	0.4%	26K	+37%
70	—	ISHARES TR - EAFE GRWTH ETF	—	$2.4M	0.4%	20K	+77%
71	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$2.3M	0.4%	44K	+20%
72	—	SPDR SERIES TRUST - ST STR SP BIOT	—	$2.2M	0.3%	14K	-35%
73	$V	VISA INC.	Financials	$2.2M	0.3%	6,222	+137%
74	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$2.1M	0.3%	43K	-21%
75	—	RBB FD INC - F/M US TREASURY	—	$2.1M	0.3%	42K	-13%
76	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$2.1M	0.3%	24K	-7%
77	—	GLOBAL X FDS - GLOBAL X COPPER	—	$2.0M	0.3%	24K	-3%
78	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$1.9M	0.3%	31K	-22%
79	—	ISHARES TR - 3 7 YR TREAS BD	—	$1.9M	0.3%	17K	+875%
80	—	ISHARES TR - LATN AMER 40 ETF	—	$1.9M	0.3%	54K	+715%
81	$WT	WisdomTree, Inc.	Financials	$1.8M	0.3%	9,723	-0.7%
82	—	INVESCO ACTVELY MNGD ETC FD - AGRI CMDTY STRA	—	$1.7M	0.3%	45K	New
83	—	ISHARES TR - CORE HIGH DV ETF	—	$1.7M	0.3%	59K	New
84	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$1.6M	0.3%	3,591	+8%
85	$WMT	Walmart Inc.	Consumer Staples	$1.6M	0.3%	16K	+6%
86	$NVT	nVent Electric plc	Industrials	$1.6M	0.3%	10K	-9%
87	$LSTR	LANDSTAR SYSTEM INC	Industrials	$1.6M	0.3%	9,637	-0.0%
88	—	ISHARES TR - EAFE VALUE ETF	—	$1.5M	0.2%	19K	+45%
89	—	ANGEL OAK FUNDS TRUST - OAK ULTRASHORT	—	$1.5M	0.2%	30K	+39%
90	—	ISHARES TR - 10-20 YR TRS ETF	—	$1.5M	0.2%	16K	+130%
91	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$1.5M	0.2%	4,054	-2%
92	—	ISHARES TR - 0-5YR HI YL CP	—	$1.5M	0.2%	37K	-22%
93	—	ISHARES TR - CORE MSCI EURO	—	$1.5M	0.2%	20K	-12%
94	—	J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT	—	$1.5M	0.2%	18K	-5%
95	—	FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT	—	$1.5M	0.2%	31K	+3%
96	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.5M	0.2%	5,557	-3%
97	—	ISHARES TR - MSCI USA MMENTM	—	$1.5M	0.2%	4,594	+45%
98	$NEM	NEWMONT Corp /DE/	Materials	$1.5M	0.2%	13K	+1%
99	$MRK	Merck & Co., Inc.	Healthcare	$1.4M	0.2%	9,949	-0.9%
100	$PM	Philip Morris International Inc.	Consumer Staples	$1.4M	0.2%	7,572	-15%
101	—	GLOBAL X FDS - GLOBAL X SILVER	—	$1.4M	0.2%	17K	New
102	—	ISHARES INC - MSCI STH KOR ETF	—	$1.4M	0.2%	7,752	-9%
103	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.4M	0.2%	4,861	+7%
104	—	BLACKROCK ETF TRUST - ISHARES DEFENSE	—	$1.4M	0.2%	44K	+144%
105	—	SPDR SERIES TRUST - ST STR P400MID	—	$1.4M	0.2%	22K	+34%
106	$GLW	CORNING INC /NY	Materials	$1.4M	0.2%	8,923	-9%
107	—	FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW	—	$1.4M	0.2%	23K	-7%
108	$CAT	CATERPILLAR INC	Industrials	$1.4M	0.2%	1,675	-3%
109	$COP	CONOCOPHILLIPS	Energy	$1.4M	0.2%	11K	-26%
110	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.3M	0.2%	12K	+52%
111	—	2023 ETF SERIES TRUST - PICT ENHA US ETF	—	$1.3M	0.2%	45K	New
112	$CCJ	CAMECO CORP	Materials	$1.3M	0.2%	15K	-8%
113	—	SPDR INDEX SHS FDS - ST INTL CAP ETF	—	$1.3M	0.2%	28K	+23%
114	$AMGN	AMGEN INC	Healthcare	$1.3M	0.2%	3,007	-9%
115	—	GLOBAL X FDS - DEFENSE TECH ETF	—	$1.3M	0.2%	21K	+13%
116	—	BONDBLOXX ETF TRUST - BLOOMBERG TEN YR	—	$1.3M	0.2%	30K	+55%
117	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$1.3M	0.2%	31K	-1%
118	$QCOM	QUALCOMM INC/DE	Technology	$1.3M	0.2%	6,801	-49%
119	—	ISHARES INC - MSCI EURZONE ETF	—	$1.2M	0.2%	18K	+106%
120	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	—	$1.2M	0.2%	22K	-7%
121	$MA	Mastercard Inc	Financials	$1.2M	0.2%	2,233	-5%
122	$PLTR	Palantir Technologies Inc.	Technology	$1.2M	0.2%	6,493	+19%
123	$JCI	Johnson Controls International plc	Industrials	$1.2M	0.2%	7,895	-5%
124	—	VANGUARD WORLD FD - INF TECH ETF	—	$1.2M	0.2%	9,185	+54%
125	$C	CITIGROUP INC	Financials	$1.1M	0.2%	8,840	+3%
126	—	FIRST TR EXCHANGE TRADED FD - DORSY WR MOMNT	—	$1.1M	0.2%	32K	-16%
127	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$1.1M	0.2%	25K	-14%
128	—	FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF	—	$1.1M	0.2%	62K	-10%
129	$MDT	Medtronic plc	Healthcare	$1.1M	0.2%	13K	+0.2%
130	$AXP	AMERICAN EXPRESS CO	Financials	$1.1M	0.2%	3,585	+59%
131	$KO	COCA COLA CO	Consumer Staples	$1.1M	0.2%	13K	-0.2%
132	$ABBV	AbbVie Inc.	Healthcare	$1.1M	0.2%	4,121	+3%
133	$FANG	Diamondback Energy, Inc.	Energy	$1.1M	0.2%	5,862	+9%
134	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$1.1M	0.2%	21K	+233%
135	—	SPDR SERIES TRUST - ST LON TREAS ETF	—	$1.1M	0.2%	45K	+20%
136	$IREN	IREN Ltd	Financials	$1.1M	0.2%	26K	-3%
137	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$1.1M	0.2%	17K	-7%
138	—	LEGG MASON ETF INVT - FRANKLIN INTL LW	—	$1.0M	0.2%	25K	-8%
139	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$1.0M	0.2%	2,837	-7%
140	$COIN	Coinbase Global, Inc.	Financials	$1.0M	0.2%	5,557	New
141	$KKR	KKR & Co. Inc.	Financials	$1.0M	0.2%	11K	+10%
142	—	ISHARES TR - CORE S&P MCP ETF	—	$1.0M	0.2%	14K	-17%
143	—	ISHARES TR - ISHS 1-5YR INVS	—	$1.0M	0.2%	20K	+34%
144	$INTC	INTEL CORP	Technology	$1.0M	0.2%	8,500	+14%
145	—	ISHARES TR - CORE US AGGBD ET	—	$1.0M	0.2%	11K	-7%
146	—	SPDR SERIES TRUST - STATE STRET SPDR	—	$988K	0.2%	25K	-6%
147	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$987K	0.2%	7,456	+72%
148	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	—	$975K	0.1%	8,915	+0.7%
149	$MRVL	Marvell Technology, Inc.	Technology	$972K	0.1%	3,680	+196%
150	$CB	Chubb Ltd	Financials	$961K	0.1%	2,956	-13%

What changed in Q3 2026

Against the previous quarter's 13F: 40 new, 161 added to, 244 trimmed, 50 sold out. Share-count changes; largest moves by dollar size first.

New positions (40)

INVESCO ACTVELY MNGD ETC FD - AGRI CMDTY STRA$1.7M
first bought this quarter
ISHARES TR - CORE HIGH DV ETF$1.7M
first bought this quarter
GLOBAL X FDS - GLOBAL X SILVER$1.4M
first bought this quarter
2023 ETF SERIES TRUST - PICT ENHA US ETF$1.3M
first bought this quarter
$COINCoinbase Global, Inc.$1.0M
first bought this quarter
$ECLECOLAB INC.$911K
first bought this quarter

+34 more in the Excel export

Added to (161)

ISHARES TR - CORE UNIVRSL USD+114%
now $11.3M
SPDR SERIES TRUST - ST STR P500ETF+35%
now $21.5M
ISHARES TR - S&P 500 GRWT ETF+53%
now $9.9M
PIMCO ETF TR - ENHAN SHRT MA AC+542%
now $4.0M
BLACKROCK ETF TRUST - ISHARES US EQUIT+51%
now $9.6M
ISHARES TR - CORE S&P500 ETF+24%
now $16.7M

+155 more in the Excel export

Trimmed (244)

ISHARES TR - IBOXX HI YD ETF-59%
now $3.2M
SPDR SERIES TRUST - ST BLOO HIGH ETF-87%
now $362K
$SPYSPDR S&P 500 ETF TRUST-19%
now $9.8M · held 11+ qtrs, 3 trims in a row
$CACICACI INTERNATIONAL INC /DE/-87%
now $278K
SPDR SERIES TRUST - ST STR PR SP1500-14%
now $10.4M
SPDR SERIES TRUST - ST STR BLO 1 ETF-15%
now $9.3M

+238 more in the Excel export

Sold out (50)

ISHARES INC - MSCI MEXICO ETFwas $1.7M
SPDR SERIES TRUST - ST STR RATE ETFwas $1.4M
$SLViShares Silver Trustwas $1.1M
ISHARES TR - MSCI UK ETF NEWwas $1.1M
$CDNSCADENCE DESIGN SYSTEMS INCwas $950K
ISHARES TR - U.S. BAS MTL ETFwas $860K

+44 more in the Excel export

Holdings by quarter

Every 13F VisionPoint Advisory Group, LLC has filed, 31 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of VisionPoint Advisory Group's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-3.2%

Value-weighted move of the 10 largest stock positions

Turnover

14%

Last quarter; 54% over the last 4

Top 10 weight

21%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

87%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

VisionPoint Advisory Group, LLC disclosed 463 positions worth $635.9M in its Form 13F-HR for Q3 2026, followed by $NVDA. During the quarter the fund opened 40 new positions and exited 50. The portfolio is most concentrated in Other (59.8% of disclosed assets). All figures are sourced directly from VisionPoint Advisory Group, LLC’s Form 13F-HR filing with the SEC under CIK 1750924.

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AI-Powered Hedge Fund Analysis: VisionPoint Advisory Group, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For VisionPoint Advisory Group, LLC (SEC CIK: 1750924), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in VisionPoint Advisory Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.