VISIONARY HORIZONS, LLC
CIK: 0002003615SEC EDGAR →
Portfolio Value
$193.3M
Holdings
113
As of
Q4 2025
New Positions
113
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,050,900 | $34.3M | 17.73% |
| 2 | SPDR SERIES TRUST | 442,024 | $25.1M | 12.99% |
| 3 | NORTHERN LIGHTS FD TR | 261,263 | $9.6M | 4.97% |
| 4 | SCHWAB STRATEGIC TR | 205,534 | $9.3M | 4.81% |
| 5 | AMERICAN CENTY ETF TR | 79,124 | $8.1M | 4.17% |
| 6 | AMERICAN CENTY ETF TR | 59,894 | $6.7M | 3.46% |
| 7 | AMERICAN CENTY ETF TR | 79,379 | $6.1M | 3.16% |
| 8 | INVESCO QQQ TR | 9,463 | $5.8M | 3.01% |
| 9 | SSGA ACTIVE ETF TR | 104,022 | $4.2M | 2.17% |
| 10 | SPDR SERIES TRUST | 122,849 | $4.2M | 2.15% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (113)
$34.3M · 1.1M shares
$25.1M · 442K shares
$9.6M · 261K shares
$9.3M · 206K shares
$8.1M · 79K shares
$6.7M · 60K shares
$6.1M · 79K shares
$5.8M · 9K shares
$4.2M · 104K shares
$4.2M · 123K shares
$4.1M · 27K shares
$3.2M · 17K shares
$2.0M · 11K shares
$2.0M · 4K shares
$1.7M · 59K shares
$1.7M · 39K shares
$1.7M · 28K shares
$1.7M · 18K shares
$1.6M · 23K shares
$1.6M · 5K shares
$1.6M · 34K shares
$1.5M · 9K shares
$1.5M · 30K shares
$1.5M · 28K shares
$1.4M · 34K shares
$1.4M · 3K shares
$1.2M · 2K shares
$1.2M · 2K shares
$1.2M · 3K shares
$1.2M · 33K shares
$1.2M · 6K shares
$1.1M · 20K shares
$1.0M · 13K shares
$1.0M · 3K shares
$1.0M · 40K shares
$984K · 21K shares
$982K · 9K shares
$941K · 15K shares
$938K · 2K shares
$928K · 1K shares
$903K · 4K shares
$880K · 4K shares
$774K · 26K shares
$769K · 3K shares
$757K · 11K shares
$754K · 1 shares
$747K · 31K shares
$745K · 2K shares
$740K · 9K shares
$736K · 16K shares
$723K · 6K shares
$711K · 3K shares
$710K · 9K shares
$703K · 3K shares
$679K · 8K shares
$677K · 7K shares
$644K · 1K shares
$643K · 5K shares
$638K · 13K shares
$634K · 4K shares
$626K · 15K shares
$605K · 14K shares
$601K · 16K shares
$596K · 14K shares
$576K · 15K shares
$569K · 20K shares
$553K · 13K shares
$550K · 4K shares
$548K · 15K shares
$531K · 2K shares
$525K · 767 shares
$513K · 14K shares
$508K · 6K shares
$499K · 25K shares
$496K · 7K shares
$493K · 16K shares
$464K · 5K shares
$446K · 13K shares
$445K · 1K shares
$436K · 3K shares
$435K · 2K shares
$420K · 2K shares
$411K · 24K shares
$410K · 3K shares
$396K · 3K shares
$377K · 46K shares
$366K · 8K shares
$356K · 8K shares
$354K · 2K shares
$350K · 2K shares
$346K · 3K shares
$345K · 6K shares
$333K · 3K shares
$316K · 4K shares
$302K · 1K shares
$298K · 3K shares
$274K · 4K shares
$270K · 10K shares
$263K · 2K shares
$256K · 5K shares
$246K · 1K shares
$245K · 1K shares
$245K · 21K shares
$243K · 2K shares
$242K · 2K shares
$240K · 7K shares
$237K · 5K shares
$235K · 1K shares
$233K · 3K shares
$206K · 3K shares
$197K · 14K shares
$135K · 36K shares
$93K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $150.4M | 77.8% |
| Unknown | 9 | $11.7M | 6.0% |
| Technology | 12 | $10.0M | 5.2% |
| Healthcare | 8 | $6.7M | 3.5% |
| Consumer Cyclical | 8 | $5.9M | 3.1% |
| Communication Services | 4 | $2.3M | 1.2% |
| Utilities | 4 | $2.1M | 1.1% |
| Industrials | 2 | $1.4M | 0.7% |
| Real Estate | 3 | $1.3M | 0.7% |
| Energy | 2 | $949K | 0.5% |
| Consumer Defensive | 1 | $396K | 0.2% |
| Basic Materials | 1 | $243K | 0.1% |