Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vision Retirement, LLC (CIK 2069023) reported $413.6M across 621 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($63.0M, 15.24%), AAPL ($39.2M, 9.47%), AMZN ($22.4M, 5.41%), DIA ($17.2M, 4.15%), VOO ($12.3M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ | $63.0M | 15.24% | 85,578 | Trimmed |
| 2 | AAPL | APPLE INC | $39.2M | 9.47% | 135,311 | Added |
| 3 | AMZN | AMAZON COM | $22.4M | 5.41% | 93,883 | Trimmed |
| 4 | DIA | STATE STREET | $17.2M | 4.15% | 32,857 | Added |
| 5 | VOO | VANGUARD S&P | $12.3M | 2.97% | 17,880 | Added |
| 6 | COST | COSTCO WHOLESALE | $11.9M | 2.89% | 12,764 | Added |
| 7 | TSLA | TESLA INC | $11.5M | 2.79% | 27,413 | Trimmed |
| 8 | XLG | INVESCO S&P | $10.7M | 2.59% | 174,996 | Added |
| 9 | VYM | VANGUARD HIGH | $9.5M | 2.31% | 60,356 | Added |
| 10 | V | VISA INC | $8.7M | 2.10% | 25,332 | Added |
| 11 | NVDA | NVIDIA CORP | $8.3M | 2.01% | 41,511 | Added |
| 12 | AVGO | BROADCOM INC | $7.2M | 1.74% | 19,072 | Added |
| 13 | SOXX | ISHARES SEMICONDUCTOR | $7.0M | 1.70% | 10,964 | Added |
| 14 | GOOG | ALPHABET INC | $6.9M | 1.66% | 19,393 | Added |
| 15 | SPY | STATE STREET | $6.6M | 1.59% | 8,790 | Added |
| 16 | MU | MICRON TECHNOLOGY | $6.0M | 1.46% | 5,220 | Added |
| 17 | VGT | VANGUARD INFORMATION | $5.9M | 1.42% | 49,253 | Added |
| 18 | IVV | ISHARES CORE | $5.7M | 1.37% | 7,564 | Added |
| 19 | RDVY | FIRST TRUST | $5.6M | 1.36% | 69,597 | Added |
| 20 | SMH | VANECK SEMICONDUCTOR | $5.4M | 1.32% | 8,302 | Added |
| 21 | MA | MASTERCARD INC | $5.2M | 1.25% | 10,082 | Trimmed |
| 22 | CAT | CATERPILLAR INC | $5.1M | 1.22% | 4,753 | Added |
| 23 | META | META PLATFORMS | $5.0M | 1.21% | 8,869 | Added |
| 24 | MSFT | MICROSOFT CORP | $4.3M | 1.03% | 11,444 | Trimmed |
| 25 | SYK | STRYKER CORP | $3.4M | 0.82% | 10,778 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30