Visionary Wealth Advisors
CIK 1802984
13F filing for Q2 2026・No. 1,429
- Holdings
- US$2.53B
- Quarter change
- +US$272.4M
- Entries
- 666
- Net bought (estimate)
- +US$51.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 58
- Sold out 30
- Cut 249
- Added 312
- Corporate actions 2
- Unchanged 47
Largest holdings
666 stocks worth US$2.53B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 403,814 | US$116.85M | 4.61% |
| IVVISHARES TRCORE S&P500 ETF | Added | 114,825 | US$85.99M | 3.40% |
| PWRQUANTA SVCS INCCOM | Cut | 89,793 | US$64.65M | 2.55% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 1,845,188 | US$54.3M | 2.14% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 1,870,532 | US$51.81M | 2.05% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 1,402,726 | US$47.47M | 1.87% |
| AMERICAN CENTY ETF TRUS LARGE CAP VLU | Added | 494,417 | US$45.1M | 1.78% |
| MSFTMicrosoftCOM | Added | 117,678 | US$43.9M | 1.73% |
| ISHARES TRCORE US AGGBD ET | Added | 393,563 | US$38.95M | 1.54% |
| CSCOCISCO SYS INCCOM | Cut | 326,757 | US$38.38M | 1.52% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.