Venture Visionary Partners LLC Top Holdings and 13F Report (2026)

About Venture Visionary Partners LLC

Investment Activity

Venture Visionary Partners LLC has $3.00 billion in total holdings as of March 31, 2026.
Venture Visionary Partners LLC owns shares of 603 different stocks, but just 126 companies or ETFs make up 80% of its holdings.
Approximately 7.67% of the portfolio was purchased this quarter.
About 6.15% of the portfolio was sold this quarter.
This quarter, Venture Visionary Partners LLC has purchased 607 new stocks and bought additional shares in 240 stocks.
Venture Visionary Partners LLC sold shares of 253 stocks and completely divested from 41 stocks this quarter.

Largest Holdings

Apple: $96,014,908
Microsoft: $83,306,434
Alphabet: $76,312,144
Invesco QQQ: $75,301,088
SPDR S&P 500 ETF Trust: $74,145,672

Largest New Holdings this Quarter

464288752 - iShares U.S. Home Construction ETF: $9,938,655 Holding
553368101 - MP Materials: $2,205,144 Holding
09661T859 - BNY Mellon Ultra Short Income ETF: $1,833,884 Holding
N53745100 - LyondellBasell Industries: $1,689,561 Holding
810186106 - Scotts Miracle-Gro: $1,662,742 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 400 Mid Cap ETF: 255,618 shares (about $15.14M)
iShares iBonds Dec 2030 Term Corporate ETF: 600,041 shares (about $13.13M)
iShares MSCI Intl Momentum Factor ETF: 271,820 shares (about $13.05M)
iShares U.S. Home Construction ETF: 109,758 shares (about $9.94M)
TIDAL TRUST I: 402,870 shares (about $9.62M)

Largest Sales this Quarter

iShares iBonds Dec 2027 Term Corporate ETF: 588,674 shares (about $14.27M)
WisdomTree U.S. Quality Dividend Growth Fund: 152,811 shares (about $13.42M)
Vanguard Mid-Cap ETF: 36,981 shares (about $10.62M)
Invesco QQQ: 17,974 shares (about $10.37M)
Powell Industries: 15,695 shares (about $8.49M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$96,014,908	$794,109 â–²	0.8%	378,324	3.2%	Computer and Technology
MSFT Microsoft	$83,306,434	$2,988,754 â–²	3.7%	225,049	2.8%	Computer and Technology
GOOGL Alphabet	$76,312,144	$1,374,825 â–¼	-1.8%	265,378	2.5%	Computer and Technology
QQQ Invesco QQQ	$75,301,088	$10,374,296 â–¼	-12.1%	130,463	2.5%	Finance
SPY SPDR S&P 500 ETF Trust	$74,145,672	$3,818,851 â–¼	-4.9%	114,009	2.5%	Finance
JPM JPMorgan Chase & Co.	$73,029,208	$2,217,383 â–²	3.1%	248,263	2.4%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$71,487,655	$525,094 â–¼	-0.7%	372,486	2.4%	ETF
VUG Vanguard Growth ETF	$68,003,170	$2,198,371 â–¼	-3.1%	155,688	2.3%	ETF
AMZN Amazon.com	$62,488,189	$6,008,183 â–²	10.6%	300,034	2.1%	Retail/Wholesale
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$59,722,241	$4,451,310 â–²	8.1%	2,853,427	2.0%	ETF
META Meta Platforms	$55,701,880	$4,963,268 â–²	9.8%	97,358	1.9%	Computer and Technology
VO Vanguard Mid-Cap ETF	$53,415,469	$10,620,258 â–¼	-16.6%	185,999	1.8%	ETF
NVDA NVIDIA	$49,229,608	$175,098 â–¼	-0.4%	282,279	1.6%	Computer and Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$34,742,682	$3,304,061 â–²	10.5%	1,493,666	1.2%	ETF
RTX RTX	$34,455,977	$179,977 â–²	0.5%	178,620	1.1%	Aerospace
VYM Vanguard High Dividend Yield ETF	$33,058,533	$357,070 â–²	1.1%	223,217	1.1%	Financial Services
V Visa	$31,739,895	$871,665 â–²	2.8%	105,015	1.1%	Business Services
TIDAL TRUST I	$31,427,604	$9,616,508 â–²	44.1%	1,316,615	1.0%	FUNDSTRAT GRANNY
AVGO Broadcom	$30,774,330	$36,213 â–²	0.1%	99,428	1.0%	Computer and Technology
WALMART INC	$27,389,280	$352,708 â–¼	-1.3%	220,383	0.9%	COM
VTI Vanguard Total Stock Market ETF	$26,226,490	$666,650 â–¼	-2.5%	81,750	0.9%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$25,569,515	$13,134,899 â–²	105.6%	1,168,091	0.9%	ETF
IEFA iShares Core MSCI EAFE ETF	$24,985,511	$299,745 â–²	1.2%	275,991	0.8%	ETF
VOO Vanguard S&P 500 ETF	$23,681,925	$77,683 â–¼	-0.3%	39,631	0.8%	ETF
IWD iShares Russell 1000 Value ETF	$22,862,861	$457,044 â–¼	-2.0%	107,000	0.8%	ETF
GOOG Alphabet	$22,530,165	$650,891 â–¼	-2.8%	78,540	0.8%	Computer and Technology
VTV Vanguard Value ETF	$22,519,104	$215,234 â–¼	-0.9%	114,775	0.7%	ETF
SCHD Schwab US Dividend Equity ETF	$21,033,849	$202,488 â–¼	-1.0%	685,588	0.7%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$20,943,542	$835,068 â–²	4.2%	864,007	0.7%	ETF
NFLX Netflix	$20,909,120	$1,927,620 â–²	10.2%	217,463	0.7%	Consumer Discretionary
BRK.B Berkshire Hathaway	$18,478,252	$344,071 â–¼	-1.8%	38,560	0.6%	Finance
CGDV Capital Group Dividend Value ETF	$17,839,761	$358,145 â–²	2.0%	419,364	0.6%	ETF
ARK ETF TR	$17,491,973	$1,693,942 â–¼	-8.8%	258,795	0.6%	INNOVATION ETF
TSLA Tesla	$17,428,050	$8,179 â–²	0.0%	46,881	0.6%	Auto/Tires/Trucks
EPI WisdomTree India Earnings Fund	$17,406,890	$1,025,795 â–¼	-5.6%	426,639	0.6%	Finance
CAT Caterpillar	$17,175,364	$2,894,796 â–¼	-14.4%	24,243	0.6%	Industrials
TLT iShares 20+ Year Treasury Bond ETF	$16,864,339	$3,966,504 â–²	30.8%	194,536	0.6%	ETF
VRT Vertiv	$16,473,612	$2,711,063 â–¼	-14.1%	65,741	0.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$16,362,031	$620,590 â–¼	-3.7%	25,047	0.5%	ETF
XLK Technology Select Sector SPDR Fund	$16,074,220	$316,437 â–¼	-1.9%	120,949	0.5%	ETF
MA Mastercard	$15,984,901	$168,888 â–²	1.1%	31,991	0.5%	Business Services
SPMO Invesco S&P 500 Momentum ETF	$15,815,820	$2,665,642 â–²	20.3%	141,074	0.5%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$15,721,301	$15,137,745 â–²	2,594.1%	265,472	0.5%	ETF
WTV WisdomTree U.S. Value Fund	$15,557,506	$1,305,198 â–²	9.2%	164,229	0.5%	Finance
IJR iShares Core S&P Small-Cap ETF	$15,550,067	$197,282 â–²	1.3%	125,090	0.5%	ETF
ANDE Andersons	$15,436,246	$7,103,434 â–¼	-31.5%	215,049	0.5%	Basic Materials
XOM ExxonMobil	$15,415,276	$429,583 â–¼	-2.7%	90,859	0.5%	Energy
WELL Welltower	$15,126,554	$467,391 â–²	3.2%	76,508	0.5%	Finance
POWL Powell Industries	$15,098,796	$8,492,532 â–¼	-36.0%	27,904	0.5%	Industrials
CVX Chevron	$15,049,691	$1,583,220 â–¼	-9.5%	72,738	0.5%	Energy
AMGN Amgen	$14,928,924	$22,519 â–²	0.2%	42,429	0.5%	Medical
PSX Phillips 66	$14,801,084	$2,787,364 â–¼	-15.8%	81,244	0.5%	Energy
JNJ Johnson & Johnson	$14,771,128	$398,936 â–¼	-2.6%	60,427	0.5%	Medical
BLACKROCK INC	$14,734,238	$2,514,053 â–²	20.6%	15,320	0.5%	COM
IMTM iShares MSCI Intl Momentum Factor ETF	$13,981,263	$13,052,796 â–²	1,405.8%	291,155	0.5%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$13,885,907	$14,269,481 â–¼	-50.7%	572,850	0.5%	ETF
PG Procter & Gamble	$13,561,246	$57,921 â–¼	-0.4%	93,888	0.5%	Consumer Staples
NEE NextEra Energy	$13,348,821	$1,562,986 â–¼	-10.5%	143,721	0.4%	Utilities
XLC Communication Services Select Sector SPDR Fund	$13,108,909	$92,679 â–²	0.7%	118,247	0.4%	ETF
LINDE PLC	$13,065,282	$170,542 â–²	1.3%	26,354	0.4%	SHS
CB Chubb	$12,909,618	$118,314 â–¼	-0.9%	39,608	0.4%	Finance
HD Home Depot	$12,733,102	$1,006,742 â–¼	-7.3%	38,715	0.4%	Retail/Wholesale
GE VERNOVA INC	$12,246,787	$5,882,473 â–²	92.4%	14,030	0.4%	COM
MS Morgan Stanley	$12,229,368	$1,335,980 â–²	12.3%	74,311	0.4%	Finance
REDDIT INC	$11,815,836	$6,148,269 â–²	108.5%	87,752	0.4%	CL A
RF Regions Financial	$11,751,840	$238,293 â–²	2.1%	449,917	0.4%	Finance
ORCL Oracle	$11,739,713	$7,833,929 â–²	200.6%	79,802	0.4%	Computer and Technology
LLY Eli Lilly and Company	$11,649,998	$236,385 â–¼	-2.0%	12,666	0.4%	Medical
AVUV Avantis U.S. Small Cap Value ETF	$11,634,765	$540,201 â–²	4.9%	105,320	0.4%	ETF
CRWD CrowdStrike	$11,558,330	$717,979 â–²	6.6%	29,605	0.4%	Computer and Technology
VV Vanguard Large-Cap ETF	$11,549,040	$82,186 â–¼	-0.7%	38,644	0.4%	ETF
BAC Bank of America	$11,472,917	$18,086 â–¼	-0.2%	235,341	0.4%	Finance
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$11,278,274	$1,024,404 â–²	10.0%	203,138	0.4%	ETF
SHOPIFY INC	$11,014,460	$821,443 â–²	8.1%	92,855	0.4%	CL A SUB VTG SHS
QCOM Qualcomm	$10,873,001	$2,728,102 â–²	33.5%	84,430	0.4%	Computer and Technology
HOOD Robinhood Markets	$10,365,478	$2,831,044 â–²	37.6%	149,574	0.3%	Finance
EFA iShares MSCI EAFE ETF	$10,315,288	$41,960 â–¼	-0.4%	106,200	0.3%	Finance
IWF iShares Russell 1000 Growth ETF	$10,295,321	$119,822 â–²	1.2%	24,144	0.3%	ETF
LMT Lockheed Martin	$10,273,518	$114,835 â–²	1.1%	16,998	0.3%	Aerospace
SPLG SPDR Portfolio S&P 500 ETF	$10,215,086	$200,919 â–¼	-1.9%	133,460	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$10,115,993	$721,892 â–¼	-6.7%	69,155	0.3%	CL A
ITB iShares U.S. Home Construction ETF	$9,938,655	$9,938,655 â–²	New Holding	109,758	0.3%	ETF
APPLOVIN CORP	$9,839,831	$97,113 â–²	1.0%	24,723	0.3%	COM CL A
COF Capital One Financial	$9,774,041	$8,362,190 â–²	592.3%	53,576	0.3%	Finance
LAM RESEARCH CORP	$9,711,806	$3,483,764 â–¼	-26.4%	45,454	0.3%	COM NEW
AEP American Electric Power	$9,708,593	$424,045 â–²	4.6%	74,066	0.3%	Utilities
JGRO JPMorgan Active Growth ETF	$9,691,362	$6,466,317 â–¼	-40.0%	114,663	0.3%	ETF
CINF Cincinnati Financial	$9,670,185	$304,160 â–²	3.2%	61,456	0.3%	Finance
AMD Advanced Micro Devices	$9,594,174	$78,727 â–¼	-0.8%	47,162	0.3%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$9,389,303	$768,857 â–¼	-7.6%	43,658	0.3%	ETF
COST Costco Wholesale	$9,365,153	$126,556 â–¼	-1.3%	9,398	0.3%	Retail/Wholesale
PANW Palo Alto Networks	$9,358,680	$721,280 â–²	8.4%	58,375	0.3%	Computer and Technology
AMP Ameriprise Financial	$8,820,321	$1,348,802 â–²	18.1%	19,847	0.3%	Finance
CR Crane	$8,813,902	$145,180 â–²	1.7%	51,543	0.3%	Industrials
VZ Verizon Communications	$8,677,203	$1,496,518 â–²	20.8%	172,852	0.3%	Computer and Technology
VB Vanguard Small-Cap ETF	$8,336,534	$113,937 â–¼	-1.3%	31,828	0.3%	ETF
MCD McDonald's	$8,334,206	$465,567 â–²	5.9%	26,816	0.3%	Retail/Wholesale
KO CocaCola	$8,317,837	$60,992 â–¼	-0.7%	109,373	0.3%	Consumer Staples
CAPITAL GROUP CORE BALANCED	$8,179,311	$464,192 â–²	6.0%	237,701	0.3%	SHS
SBUX Starbucks	$8,130,579	$185,900 â–²	2.3%	90,753	0.3%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Venture Visionary Partners LLC Top Holdings and 13F Report (2026)

About Venture Visionary Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Venture Visionary Partners LLC Top Holdings and 13F Report (2026)

About Venture Visionary Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVenture Visionary Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools