Venture Visionary Partners LLC

CIK: 1792283SEC EDGAR →

Portfolio Value

$1.2T

Holdings

685

As of

Q3 2026

New Positions

670

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

950,035$85.6B
7.20%
2

VANGUARD INDEX FDS

789,887$61.9B
5.21%
3

ISHARES TR

2,341,903$47.0B
3.95%
4

ISHARES TR

1,620,932$36.8B
3.09%
5

TIDAL TRUST I

1,312,559$36.5B
3.07%
6

ISHARES TR

369,769$35.8B
3.01%
7

J P MORGAN EXCHANGE TRADED F

539,334$33.0B
2.78%
8

ISHARES TR

1,258,724$26.6B
2.24%
9

ARK ETF TR

260,831$23.2B
1.95%
10

CAPITAL GROUP DIVIDEND VALUE

472,521$23.1B
1.94%

Sector Breakdown

Sector# HoldingsValue%
Financial Services307$922.1B77.5%
Unknown49$66.9B5.6%
Consumer Defensive21$43.8B3.7%
Energy34$26.3B2.2%
Technology80$23.6B2.0%
Consumer Cyclical35$19.5B1.6%
Industrials56$18.7B1.6%
Communication Services11$18.4B1.5%
Healthcare34$17.9B1.5%
Utilities16$16.3B1.4%
Real Estate16$9.2B0.8%
Basic Materials26$6.6B0.6%