Visionary Wealth Advisors
•CIK: 1802984•Filing: 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%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.3%
Technology11.4%
ETF5.1%
Consumer3.9%
Healthcare3.0%
Financial2.7%
Utilities1.4%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
+387 more exited positions
Changes from Q3 2025
NEW1 new position
↑121 increased
↓77 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023