Visionary Wealth Advisors
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.26B
Q ending 2026-03-31
Prior quarter
$2.22B
Q ending 2025-12-31
Change
+1.8% QoQ · +35.7% YoY
Positions
638
reported holdings
Largest positions
Top 100 of 638 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $101.8M | 401K |
| Ishares Tr | IVV | Shares | $68.8M | 105K |
| Quanta Svcs Inc | PWR | Shares | $53.1M | 97K |
| Schwab Strategic Tr | SCHX | Shares | $46.7M | 1.8M |
| Schwab Strategic Tr | SCHF | Shares | $46.3M | 1.9M |
| Microsoft Corp | MSFT | Shares | $43.2M | 117K |
| Schwab Strategic Tr | SCHG | Shares | $39.8M | 1.4M |
| American Centy Etf Tr | AVLV | Shares | $37.9M | 470K |
| Ishares Tr | AGG | Shares | $36.7M | 370K |
| Pimco Etf Tr | PYLD | Shares | $30.5M | 1.2M |
| Vanguard Bd Index Fds | BND | Shares | $29.5M | 401K |
| Cisco Sys Inc | CSCO | Shares | $25.8M | 333K |
| J P Morgan Exchange Traded F | JPIE | Shares | $23.4M | 507K |
| American Centy Etf Tr | AVDE | Shares | $23.4M | 275K |
| Vanguard Index Fds | VOO | Shares | $23.0M | 39K |
| Schwab Strategic Tr | SCHA | Shares | $22.9M | 787K |
| Johnson & Johnson | JNJ | Shares | $21.9M | 90K |
| Dimensional Etf Trust | DFAT | Shares | $21.6M | 347K |
| Ishares Tr | IWF | Shares | $21.6M | 51K |
| Vanguard Index Fds | VTV | Shares | $21.1M | 107K |
| Walmart Inc | WMT | Shares | $20.9M | 168K |
| Dimensional Etf Trust | DFAC | Shares | $20.7M | 532K |
| Vaneck Etf Trust | MOAT | Shares | $19.9M | 206K |
| Procter & Gamble Co | PG | Shares | $19.4M | 134K |
| Nvidia Corporation | NVDA | Shares | $19.1M | 110K |
| Vanguard Index Fds | VO | Shares | $18.9M | 66K |
| Home Depot Inc | HD | Shares | $18.8M | 57K |
| Amazon Com Inc | AMZN | Shares | $18.5M | 89K |
| Exxon Mobil Corp | XOM | Shares | $18.2M | 107K |
| Pimco Etf Tr | MINT | Shares | $17.7M | 176K |
| Oreilly Automotive Inc | ORLY | Shares | $17.5M | 189K |
| Innovator Etfs Trust | BALT | Shares | $17.0M | 509K |
| Broadcom Inc | AVGO | Shares | $16.9M | 54K |
| Vanguard Specialized Funds | VIG | Shares | $16.6M | 77K |
| Chevron Corporation | CVX | Shares | $16.4M | 79K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $16.4M | 661K |
| Jpmorgan Chase & Co | JPM | Shares | $16.0M | 54K |
| Capital Group Dividend Value | CGDV | Shares | $15.5M | 365K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $15.1M | 31K |
| Rbb Fund Trust | FEGE | Shares | $14.6M | 310K |
| Kinder Morgan Inc Del | KMI | Shares | $14.5M | 432K |
| Emerson Elec Co | EMR | Shares | $14.1M | 108K |
| Dimensional Etf Trust | DFIV | Shares | $13.3M | 252K |
| Phillips 66 | PSX | Shares | $12.7M | 70K |
| Capital Grp Fixed Incm Etf T | CGCB | Shares | $12.5M | 476K |
| Select Sector Spdr Tr | XLK | Shares | $12.5M | 94K |
| Abbvie Inc | ABBV | Shares | $12.5M | 57K |
| Lockheed Martin Corp | LMT | Shares | $11.4M | 19K |
| Verizon Communications Inc | VZ | Shares | $11.4M | 226K |
| Vanguard Index Fds | VUG | Shares | $11.1M | 25K |
| Amplify Etf Tr | DIVO | Shares | $11.1M | 247K |
| Altria Group Inc | MO | Shares | $11.0M | 167K |
| Bank New York Mellon Corp | BNY | Shares | $10.7M | 90K |
| J P Morgan Exchange Traded F | HELO | Shares | $10.4M | 162K |
| Napco Sec Technologies Inc | NSSC | Shares | $10.3M | 262K |
| Southern Co | SO | Shares | $10.3M | 107K |
| Nextera Energy Inc | NEE | Shares | $10.2M | 110K |
| Amgen Inc | AMGN | Shares | $10.0M | 28K |
| Pepsico Inc | PEP | Shares | $9.9M | 64K |
| Duke Energy Corp New | DUK | Shares | $9.8M | 75K |
| Qualcomm Inc | QCOM | Shares | $9.8M | 76K |
| Schwab Strategic Tr | SCHE | Shares | $9.8M | 297K |
| Meta Platforms Inc | META | Shares | $9.7M | 17K |
| Ishares Tr | IWD | Shares | $9.7M | 45K |
| Schwab Strategic Tr | SCHM | Shares | $9.7M | 313K |
| Gsk Plc | GSK | Shares | $9.7M | 176K |
| Tesla Inc | TSLA | Shares | $9.6M | 26K |
| Janus Detroit Str Tr | JAAA | Shares | $9.6M | 190K |
| American Centy Etf Tr | AVLC | Shares | $9.4M | 121K |
| Vanguard Index Fds | VB | Shares | $9.4M | 36K |
| Rtx Corporation | RTX | Shares | $9.3M | 48K |
| Dimensional Etf Trust | DFUV | Shares | $9.3M | 192K |
| Doubleline Etf Trust | DBND | Shares | $9.3M | 202K |
| Putnam Etf Trust | PVAL | Shares | $9.1M | 196K |
| J P Morgan Exchange Traded F | JEPI | Shares | $9.0M | 159K |
| Alphabet Inc | GOOG | Shares | $8.6M | 30K |
| Pimco Etf Tr | LDUR | Shares | $8.6M | 89K |
| Schwab Strategic Tr | SCHV | Shares | $8.5M | 277K |
| Automatic Data Processing In | ADP | Shares | $8.3M | 41K |
| First Tr Exchange Traded Fd | SDVY | Shares | $7.9M | 200K |
| Coca Cola Co | KO | Shares | $7.7M | 101K |
| Schwab Strategic Tr | SCHD | Shares | $7.6M | 246K |
| J P Morgan Exchange Traded F | JCPB | Shares | $7.4M | 158K |
| Innovator Etfs Trust | BFRZ | Shares | $7.4M | 281K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $7.3M | 31K |
| Ultralife Corp | ULBI | Shares | $7.2M | 1.1M |
| Pimco Etf Tr | BOND | Shares | $7.2M | 78K |
| American Centy Etf Tr | AVUV | Shares | $6.9M | 63K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $6.9M | 254K |
| Vanguard Mun Bd Fds | VTEB | Shares | $6.8M | 136K |
| Csp Inc | CSPI | Shares | $6.8M | 785K |
| Dimensional Etf Trust | DFAX | Shares | $6.5M | 191K |
| Agnico Eagle Mines Ltd | AEM | Shares | $6.4M | 32K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $6.4M | 55K |
| Ishares Tr | IEFA | Shares | $6.2M | 69K |
| Ishares Tr | MUB | Shares | $6.2M | 58K |
| Dbx Etf Tr | DBEF | Shares | $6.1M | 123K |
| Fidelity Merrimack Str Tr | FBND | Shares | $6.1M | 133K |
| Alphabet Inc | GOOGL | Shares | $6.1M | 21K |
| Ishares Tr | DGRO | Shares | $6.0M | 86K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.