Visionary Wealth Advisors
โขCIK: 1802984โขFiling: Q4 2025
**Visionary Wealth Advisors** manages $2.2B across a diversified portfolio of 607 positions. The strategy exhibits a notable tilt toward large-cap technology and broad market exposure, evidenced by top holdings including AAPL at $108.3M and IVV at $70.8M. Significant allocations are also directed toward sector-specific ETFs such as SCHX ($47.1M) and SCHF ($43.8M). This structure suggests a core mandate focused on established growth leaders complemented by broad index diversification.
Total AUM
$2.2B
QoQ Performance
+0.8%
Positions
332
Top 10 Concentration
25.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.0%
IVV3.3%
SCHX2.2%
SCHF2.0%
SCHG2.0%
PWR2.0%
AVLV1.7%
AGG1.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other69.5%
Technology11.4%
ETF5.1%
Consumer3.9%
Healthcare3.0%
Financial1.9%
Utilities1.4%
Energy1.4%
๐ช Exited Positionssold since Q3 2025
+387 more exited positions
Changes from Q3 2025
NEW1 new position
โ121 increased
โ77 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022