Visionary Wealth Advisors 13F Holdings · Q2 2026
Visionary Wealth Advisors reported 666 securities worth $2.53B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (4.61%), IVV (3.40%), PWR (2.55%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $116.8M | 4.61% | 403,814 | Added |
| 2 | IVV | ISHARES TR | $86.0M | 3.40% | 114,825 | Added |
| 3 | PWR | QUANTA SVCS INC | $64.7M | 2.55% | 89,793 | Trimmed |
| 4 | SCHX | SCHWAB STRATEGIC TR | $54.3M | 2.14% | 1.8M | Added |
| 5 | SCHF | SCHWAB STRATEGIC TR | $51.8M | 2.05% | 1.9M | Added |
| 6 | SCHG | SCHWAB STRATEGIC TR | $47.5M | 1.87% | 1.4M | Added |
| 7 | AVLV | AMERICAN CENTY ETF TR | $45.1M | 1.78% | 494,417 | Added |
| 8 | MSFT | MICROSOFT CORP | $43.9M | 1.73% | 117,678 | Added |
| 9 | AGG | ISHARES TR | $39.0M | 1.54% | 393,563 | Added |
| 10 | CSCO | CISCO SYS INC | $38.4M | 1.52% | 326,757 | Trimmed |
| 11 | AVDE | AMERICAN CENTY ETF TR | $37.5M | 1.48% | 420,371 | Added |
| 12 | BND | VANGUARD BD INDEX FDS | $31.6M | 1.25% | 431,049 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $29.6M | 1.17% | 43,122 | Added |
| 14 | PYLD | PIMCO ETF TR | $28.7M | 1.13% | 1.1M | Trimmed |
| 15 | IWF | ISHARES TR | $27.2M | 1.07% | 218,923 | Added |
| 16 | VTV | VANGUARD INDEX FDS | $26.6M | 1.05% | 122,060 | Added |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $24.1M | 0.95% | 542,718 | Added |
| 18 | DFAT | DIMENSIONAL ETF TRUST | $24.1M | 0.95% | 344,964 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $23.4M | 0.92% | 92,040 | Added |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | $23.2M | 0.92% | 503,272 | Trimmed |
| 21 | SCHA | SCHWAB STRATEGIC TR | $23.0M | 0.91% | 635,327 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $22.6M | 0.89% | 113,070 | Added |
| 23 | AMZN | AMAZON COM INC | $21.6M | 0.85% | 90,458 | Added |
| 24 | VO | VANGUARD INDEX FDS | $21.6M | 0.85% | 267,589 | Added |
| 25 | AVGO | BROADCOM INC | $21.0M | 0.83% | 55,649 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR