Visionary Wealth Advisors
Visionary Wealth Advisors reported 666 positions worth $2.53B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: AAPL (4.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $116.8M | 4.61% | 403,814 | — | — | |
| ▸ 2 | IVV | SH | $86.0M | 3.40% | 114,825 | — | — | |
| ▸ 3 | PWR | SH | $64.7M | 2.55% | 89,793 | — | — | |
| ▸ 4 | SCHX | SH | $54.3M | 2.14% | 1,845,188 | — | — | |
| ▸ 5 | SCHF | SH | $51.8M | 2.05% | 1,870,532 | — | — | |
| ▸ 6 | SCHG | SH | $47.5M | 1.87% | 1,402,726 | — | — | |
| ▸ 7 | AVLV | SH | $45.1M | 1.78% | 494,417 | — | — | |
| ▸ 8 | MSFT | SH | $43.9M | 1.73% | 117,678 | — | — | |
| ▸ 9 | AGG | SH | $39.0M | 1.54% | 393,563 | — | — | |
| ▸ 10 | CSCO | SH | $38.4M | 1.52% | 326,757 | — | — |
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Frequently Asked Questions
What stocks does Visionary Wealth Advisors hold as of Q2 2026?
Visionary Wealth Advisors reported 666 positions worth $2.53B in its Q2 2026 13F filing. Largest positions: AAPL (4.6%), IVV (3.4%), PWR (2.6%), SCHX (2.1%) and SCHF (2.0%).
What did Visionary Wealth Advisors buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Visionary Wealth Advisors sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.