Visionary Wealth Advisors
CIK: 0001802984SEC EDGAR →
Portfolio Value
$2.2B
Holdings
607
As of
Q4 2025
New Positions
57
Closed Positions
35
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 398,506 | $108.3M | 4.88% |
| 2 | ISHARES TR | 103,367 | $70.8M | 3.19% |
| 3 | MSFTCall MICROSOFT CORP | 119,120 | $57.6M | 2.60% |
| 4 | SCHWAB STRATEGIC TR | 1,751,872 | $47.1M | 2.12% |
| 5 | SCHWAB STRATEGIC TR | 1,823,215 | $43.8M | 1.97% |
| 6 | SCHWAB STRATEGIC TR | 1,331,813 | $43.4M | 1.96% |
| 7 | QUANTA SVCS INC | 101,719 | $42.9M | 1.93% |
| 8 | AMERICAN CENTY ETF TR | 470,955 | $35.7M | 1.61% |
| 9 | ISHARES TR | 354,809 | $35.4M | 1.60% |
| 10 | PIMCO ETF TR | 1,103,129 | $29.4M | 1.33% |
Quarterly Changes
New Positions (47)
$57.6M · 119K shares
$2.3M · 36K shares
$685K · 27K shares
$666K · 11K shares
$593K · 7K shares
$574K · 11K shares
$561K · 24K shares
$550K · 29K shares
$504K · 12K shares
$470K · 13K shares
$442K · 18K shares
$437K · 9K shares
$430K · 17K shares
$399K · 16K shares
$384K · 1K shares
$378K · 15K shares
$377K · 3K shares
$329K · 3K shares
$328K · 8K shares
$317K · 2K shares
$294K · 22K shares
$292K · 9K shares
$278K · 6K shares
$269K · 14K shares
$261K · 7K shares
$261K · 7K shares
$254K · 12K shares
$252K · 4K shares
$240K · 8K shares
$236K · 1K shares
$228K · 6K shares
$221K · 914 shares
$219K · 4K shares
$217K · 426 shares
$214K · 3K shares
$213K · 8K shares
$210K · 5K shares
$209K · 2K shares
$207K · 2K shares
$206K · 3K shares
$203K · 5K shares
$125K · 15K shares
$111K · 22K shares
$60K · 18K shares
$41K · 11K shares
$23K · 14K shares
$17K · 10K shares
Closed Positions (31)
$57.6M · 111K shares
$1.4M · 68K shares
$1.3M · 26K shares
$461K · 2K shares
$451K · 1K shares
$450K · 6K shares
$443K · 32K shares
$362K · 16K shares
$351K · 7K shares
$308K · 10K shares
$306K · 10K shares
$302K · 7K shares
$293K · 2K shares
$281K · 8K shares
$262K · 2K shares
$237K · 10K shares
$235K · 12K shares
$234K · 6K shares
$229K · 879 shares
$219K · 7K shares
$218K · 11K shares
$218K · 1K shares
$212K · 4K shares
$210K · 2K shares
$208K · 9K shares
$181K · 12K shares
$145K · 11K shares
$108K · 11K shares
$104K · 13K shares
$93K · 11K shares
$77K · 21K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 380 | $1.4B | 61.4% |
| Technology | 58 | $312.4M | 14.1% |
| Industrials | 33 | $125.0M | 5.6% |
| Consumer Cyclical | 16 | $80.3M | 3.6% |
| Unknown | 43 | $73.7M | 3.3% |
| Healthcare | 18 | $72.8M | 3.3% |
| Consumer Defensive | 8 | $66.9M | 3.0% |
| Energy | 19 | $56.8M | 2.6% |
| Communication Services | 9 | $30.7M | 1.4% |
| Utilities | 9 | $29.4M | 1.3% |
| Basic Materials | 6 | $7.0M | 0.3% |
| Real Estate | 8 | $2.4M | 0.1% |