Visionary Wealth Advisors
Visionary Wealth Advisors reported 666 stocks worth $2.5B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (4.6%), IVV (3.4%) and PWR (2.5%). Compared with Q1 2026, the fund opened new positions in DFGP, added to AAPL, IVV and SCHX, trimmed PWR, CSCO and PYLD and sold out of DYNF, PRFD and GSSC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $117M | 4.6% | 404K | +2,570 (+1%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $86M | 3.4% | 115K | +9,514 (+9%) | 8 of 8 | |
| 3 |  PWR Quanta Svcs Inc | $64.7M | 2.5% | 90K | −6,889 (−7%) | 8 of 8 | |
| 4 |  SCHX Schwab US Large Cap ETF | $54.3M | 2.1% | 1.8M | +22K (+1%) | 8 of 8 | |
| 5 |  SCHF Schwab International | $51.8M | 2.0% | 1.9M | No change | 8 of 8 | |
| 6 |  SCHG Schwab Strategic TR | $47.5M | 1.9% | 1.4M | +36K (+3%) | 8 of 8 | |
| 7 |  AVLV American Centy ETF TR | $45.1M | 1.8% | 494K | +24K (+5%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $43.9M | 1.7% | 118K | +924 (+1%) | 8 of 8 | |
| 9 |  AGG Ishares TR | $39M | 1.5% | 394K | +24K (+6%) | 8 of 8 | |
| 10 |  CSCO Cisco Sys Inc | $38.4M | 1.5% | 327K | −6,170 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DYNF Blackrock ETF Trust | $5.6M | 96K |
 PRFD Pimco Preferred and Capital Securities Active ETF | $2.8M | 54K |
 GSSC Goldman Sachs ETF TR | $2.7M | 37K |
HONEYWELL INTL INC | $1.5M | 6,778 |
 HYBB Ishares TR | $1.3M | 28K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Visionary Wealth Advisors 13F FAQ
What does Visionary Wealth Advisors own?
Visionary Wealth Advisors reported 666 stocks worth $2.5B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (4.6%), IVV (3.4%) and PWR (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Visionary Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 58 new positions, 306 added to, 239 trimmed and 30 sold out. New positions include DFGP. It sold all of DYNF, PRFD and GSSC.
When will Visionary Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Visionary Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $2.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.