Vision Retirement, LLC: 13F holdings
CIK 20690232026Q2
| Positions | 621 |
|---|
| Reported value | $413.6m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 621 (-28 vs prior quarter) |
|---|
| Reported value | $413.6m (+17.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ | 85,578 | $63.0m | 15.2% |
| AAPL APPLE INC | 135,311 | $39.2m | 9.5% |
| AMZN AMAZON COM | 93,883 | $22.4m | 5.4% |
| DIA STATE STREET | 32,857 | $17.2m | 4.1% |
| VOO VANGUARD S&P | 17,880 | $12.3m | 3.0% |
| COST COSTCO WHOLESALE | 12,764 | $11.9m | 2.9% |
| TSLA TESLA INC | 27,413 | $11.5m | 2.8% |
| XLG INVESCO S&P | 174,996 | $10.7m | 2.6% |
| VYM VANGUARD HIGH | 60,356 | $9.5m | 2.3% |
| V VISA INC | 25,332 | $8.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2069023")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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