Latest imported 13F data

Visionary Wealth Advisors

โ€ขCIK: 1802984โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

XLK
SELECT SECTOR SPDR TR
+86.8%
0.8% of portfolio
EMR
EMERSON ELEC CO
+128.2%
0.6% of portfolio
LDUR
PIMCO ETF TR
+252.7%
0.3% of portfolio
SCHF
SCHWAB STRATEGIC TR
+10.6%
2.0% of portfolio
PVAL
PUTNAM ETF TRUST
+61.4%
0.4% of portfolio

๐Ÿ“‰ Biggest Sells

REGL
PROSHARES TR
-59.1%
0.1% of portfolio
AAPL
APPLE INC
-2.6%
5.0% of portfolio
AOK
ISHARES TR
-51.3%
0.1% of portfolio
AGG
ISHARES TR
-4.6%
1.6% of portfolio
JSCP
J P MORGAN EXCHANGE TRADED F
-22.2%
0.3% of portfolio

Sector Breakdown

Other69.5%
Technology11.4%
ETF5.1%
Consumer3.9%
Healthcare3.0%
Financial1.9%
Utilities1.4%
Energy1.4%

๐Ÿšช Exited Positionssold since Q3 2025

MSFT
MICROSOFT CORP
SOLD
$57.6M
UPS
UNITED PARCEL SERVICE INC
SOLD
$7.5M
MSTR
STRATEGY INC
SOLD
$3.1M
TXRH
TEXAS ROADHOUSE INC
SOLD
$3.1M
GQGU
ADVISORS INNER CIRCLE FD III
SOLD
$3.1M
+387 more exited positions

Changes from Q3 2025

NEW1 new position
โ†‘121 increased
โ†“77 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022