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.
Visionary Wealth Advisors (CIK 1802984) reported $2.26B across 627 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($101.8M, 4.51%), IVV ($68.8M, 3.04%), PWR ($53.1M, 2.35%), SCHX ($46.7M, 2.07%), SCHF ($46.3M, 2.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $101.8M | 4.51% | 401,244 | Added |
| 2 | IVV | ISHARES TR | $68.8M | 3.04% | 105,311 | Added |
| 3 | PWR | QUANTA SVCS INC | $53.1M | 2.35% | 96,682 | Trimmed |
| 4 | SCHX | SCHWAB STRATEGIC TR | $46.7M | 2.07% | 1.8M | Added |
| 5 | SCHF | SCHWAB STRATEGIC TR | $46.3M | 2.05% | 1.9M | Added |
| 6 | MSFT | MICROSOFT CORP | $43.2M | 1.91% | 116,754 | Trimmed |
| 7 | SCHG | SCHWAB STRATEGIC TR | $39.8M | 1.76% | 1.4M | Added |
| 8 | AVLV | AMERICAN CENTY ETF TR | $37.9M | 1.68% | 470,069 | Trimmed |
| 9 | AGG | ISHARES TR | $36.7M | 1.62% | 369,575 | Added |
| 10 | PYLD | PIMCO ETF TR | $30.5M | 1.35% | 1.2M | Added |
| 11 | BND | VANGUARD BD INDEX FDS | $29.5M | 1.31% | 400,714 | Added |
| 12 | CSCO | CISCO SYS INC | $25.8M | 1.14% | 332,927 | Added |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $23.4M | 1.03% | 507,149 | Trimmed |
| 14 | AVDE | AMERICAN CENTY ETF TR | $23.4M | 1.03% | 275,248 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $23.0M | 1.02% | 38,573 | Added |
| 16 | SCHA | SCHWAB STRATEGIC TR | $22.9M | 1.01% | 786,564 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $21.9M | 0.97% | 89,720 | Trimmed |
| 18 | IWF | ISHARES TR | $21.6M | 0.96% | 50,695 | Trimmed |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $21.6M | 0.96% | 346,639 | Added |
| 20 | WMT | WALMART INC | $20.9M | 0.93% | 168,453 | Trimmed |
| 21 | VTV | VANGUARD INDEX FDS | $21.1M | 0.93% | 107,454 | Added |
| 22 | DFAC | DIMENSIONAL ETF TRUST | $20.7M | 0.91% | 532,213 | Added |
| 23 | MOAT | VANECK ETF TRUST | $19.9M | 0.88% | 205,555 | Trimmed |
| 24 | PG | PROCTER & GAMBLE CO | $19.4M | 0.86% | 134,430 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $19.1M | 0.85% | 109,748 | Added |
Source: SEC Form 13F filings · as of 2026-03-31