Visionary Wealth Advisors: 13F holdings
CIK 18029842026Q2
| Positions | 666 |
|---|
| Reported value | $2.5bn |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 666 (+28 vs prior quarter) |
|---|
| Reported value | $2.5bn (+12.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 403,814 | $116.8m | 4.6% |
| IVV ISHARES TR | 114,825 | $86.0m | 3.4% |
| PWR QUANTA SVCS INC | 89,793 | $64.7m | 2.6% |
| SCHX SCHWAB STRATEGIC TR | 1,845,188 | $54.3m | 2.1% |
| SCHF SCHWAB STRATEGIC TR | 1,870,532 | $51.8m | 2.0% |
| SCHG SCHWAB STRATEGIC TR | 1,402,726 | $47.5m | 1.9% |
| AVLV AMERICAN CENTY ETF TR | 494,417 | $45.1m | 1.8% |
| MSFT MICROSOFT CORP | 117,678 | $43.9m | 1.7% |
| AGG ISHARES TR | 393,563 | $39.0m | 1.5% |
| CSCO CISCO SYS INC | 326,757 | $38.4m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802984")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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