Visionary Wealth Advisors portfolio
Wealth adviserPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Nov 4, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Visionary Wealth Advisors reported a $2.6 bn portfolio of 685 companies (688 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are AAPL, IVV, MSFT.
Sections with a free account
What changed this quarter
545 positions with a change (48 new, 234 added to, 236 trimmed, 27 sold); also, 1 entered through an IPO.
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AppleAAPL5.2%
- iShares Core S&P 500 ETFIVV3.4%
- MicrosoftMSFT2.3%
- Quanta ServicesPWR2.2%
- Schwab US Large-cap ETFSCHX2.2%
- Schwab International Equity ETFSCHF2.0%
- Schwab US Large-cap Growth ETFSCHG2.0%
- American Centy ETF TrAVLV1.8%
- American Centy ETF TrAVDE1.6%
- iShares Core U.s. Aggregate ETFAGG1.5%
- Cisco SystemsCSCO1.3%
- Vanguard Total Bond Market ETFBND1.2%
- Vanguard S&P 500 ETFVOO1.2%
- Pimco Multisector Bond Actv ETFPYLD1.2%
- iShares Russell 1000 Growth ETFIWF1.1%
Portfolio by sector
- ● No sector 62%
- ● Information Technology 15%
- ● Industrials 5%
- ● Consumer Discretionary 3%
- ● Health Care 3%
- ● Consumer Staples 3%
- ● Energy 3%
- ● Financials 3%
- ● Communication Services 2%
- ● Utilities 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Capital Counsel$2.6 bn
- Turtle Creek Asset ManagementInvestment firm · $2.6 bn
- PaulsonFamily office · $2.6 bn
- Coronation Fund ManagersInvestment firm · $2.6 bn
- Meritage GroupInvestment firm · $2.6 bn
- BLS Capital Fondsmaeglerselskab A/SInvestment firm · $2.6 bn