Visionary Wealth Advisors Top Holdings and 13F Report (2026)

About Visionary Wealth Advisors

Investment Activity

Visionary Wealth Advisors has $2.53 billion in total holdings as of June 30, 2026.
Visionary Wealth Advisors owns shares of 666 different stocks, but just 138 companies or ETFs make up 80% of its holdings.
Approximately 9.00% of the portfolio was purchased this quarter.
About 5.03% of the portfolio was sold this quarter.
This quarter, Visionary Wealth Advisors has purchased 638 new stocks and bought additional shares in 316 stocks.
Visionary Wealth Advisors sold shares of 246 stocks and completely divested from 30 stocks this quarter.

Largest Holdings

Apple: $116,847,625
iShares Core S&P 500 ETF: $85,991,648
Quanta Services: $64,654,569
Schwab US Large-Cap ETF: $54,303,889
Schwab International Equity ETF: $51,813,723

Largest New Holdings this Quarter

25434V583 - DIMENSIONAL ETF TRUST: $7,145,098 Holding
47103U209 - Small/Mid Cap Growth Alpha ETF: $3,222,330 Holding
69344A107 - PGIM Ultra Short Bond ETF: $2,715,291 Holding
77926X320 - ROUNDHILL ETF TRUST: $1,760,068 Holding
92206C102 - Vanguard Short-Term Treasury ETF: $1,510,407 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 168,228 shares (about $20.89M)
Vanguard Mid-Cap ETF: 201,726 shares (about $16.25M)
Avantis International Equity ETF: 145,123 shares (about $12.94M)
Vanguard Growth ETF: 129,797 shares (about $11.18M)
McDonald's: 28,900 shares (about $7.81M)

Largest Sales this Quarter

RBB FUND TRUST: 176,427 shares (about $8.63M)
Automatic Data Processing: 36,981 shares (about $8.28M)
VanEck Morningstar Wide Moat ETF: 66,254 shares (about $6.89M)
Schwab US Small-Cap ETF: 151,237 shares (about $5.46M)
Quanta Services: 6,889 shares (about $4.96M)

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	$116,847,625	$743,655 â–²	0.6%	403,814	4.6%	Technology
IVV iShares Core S&P 500 ETF	$85,991,648	$7,124,969 â–²	9.0%	114,825	3.4%	ETF
PWR Quanta Services	$64,654,569	$4,960,357 â–¼	-7.1%	89,793	2.6%	Industrials
SCHX Schwab US Large-Cap ETF	$54,303,889	$660,203 â–²	1.2%	1,845,188	2.1%	ETF
SCHF Schwab International Equity ETF	$51,813,723	$50,663 â–²	0.1%	1,870,532	2.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$47,468,258	$1,209,171 â–²	2.6%	1,402,726	1.9%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$45,095,754	$2,220,780 â–²	5.2%	494,417	1.8%	ETF
MSFT Microsoft	$43,896,327	$344,671 â–²	0.8%	117,678	1.7%	Technology
AGG iShares Core U.S. Aggregate Bond ETF	$38,954,852	$2,374,331 â–²	6.5%	393,563	1.5%	ETF
CSCO Cisco Systems	$38,380,863	$724,728 â–¼	-1.9%	326,757	1.5%	Technology
AVDE Avantis International Equity ETF	$37,497,117	$12,944,980 â–²	52.7%	420,371	1.5%	ETF
BND Vanguard Total Bond Market ETF	$31,643,341	$2,226,895 â–²	7.6%	431,049	1.2%	ETF
VOO Vanguard S&P 500 ETF	$29,616,439	$3,124,280 â–²	11.8%	43,122	1.2%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$28,703,775	$2,124,757 â–¼	-6.9%	1,082,344	1.1%	ETF
IWF iShares Russell 1000 Growth ETF	$27,183,660	$20,888,864 â–²	331.8%	218,923	1.1%	ETF
VTV Vanguard Value ETF	$26,600,582	$3,183,091 â–²	13.6%	122,060	1.1%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$24,112,982	$117,082 â–¼	-0.5%	344,964	1.0%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$24,074,958	$466,002 â–²	2.0%	542,718	1.0%	ETF
JNJ Johnson & Johnson	$23,375,407	$589,211 â–²	2.6%	92,040	0.9%	Healthcare
JPIE JPMorgan Income ETF	$23,175,696	$178,536 â–¼	-0.8%	503,272	0.9%	ETF
SCHA Schwab US Small-Cap ETF	$22,954,351	$5,464,190 â–¼	-19.2%	635,327	0.9%	ETF
NVDA NVIDIA	$22,624,208	$664,700 â–²	3.0%	113,070	0.9%	Technology
AMZN Amazon.com	$21,559,760	$349,406 â–²	1.6%	90,458	0.9%	Consumer Discretionary
VO Vanguard Mid-Cap ETF	$21,559,649	$16,253,066 â–²	306.3%	267,589	0.9%	ETF
AVGO Broadcom	$21,021,283	$447,253 â–²	2.2%	55,649	0.8%	Technology
HD Home Depot	$20,886,119	$773,077 â–²	3.8%	59,221	0.8%	Consumer Discretionary
PG Procter & Gamble	$19,628,513	$84,318 â–¼	-0.4%	133,855	0.8%	Consumer Staples
XLK Technology Select Sector SPDR Fund	$19,166,073	$1,288,865 â–²	7.2%	100,599	0.8%	ETF
WALMART INC	$18,966,461	$112,581 â–¼	-0.6%	167,459	0.7%	COM
VIG Vanguard Dividend Appreciation ETF	$18,932,805	$625,620 â–²	3.4%	80,014	0.7%	ETF
BALT Innovator Defined Wealth Shield ETF	$18,917,966	$1,487,421 â–²	8.5%	552,027	0.7%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$18,358,598	$626,937 â–²	3.5%	182,111	0.7%	ETF
JPM JPMorgan Chase & Co.	$17,668,135	$89,360 â–¼	-0.5%	53,977	0.7%	Finance
ORLY O'Reilly Automotive	$17,293,766	$141,542 â–¼	-0.8%	187,792	0.7%	Consumer Discretionary
EMR Emerson Electric	$15,987,548	$590,493 â–²	3.8%	111,684	0.6%	Industrials
BRK.B Berkshire Hathaway	$15,473,935	$269,208 â–¼	-1.7%	30,924	0.6%	Finance
ABBV AbbVie	$14,980,478	$567,955 â–²	3.9%	59,531	0.6%	Healthcare
XOM ExxonMobil	$14,956,147	$259,220 â–²	1.8%	109,393	0.6%	Energy
UCON First Trust TCW Unconstrained Plus Bond ETF	$14,680,252	$1,774,467 â–¼	-10.8%	590,042	0.6%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$14,481,748	$6,887,773 â–¼	-32.2%	139,301	0.6%	ETF
QCOM Qualcomm	$14,293,072	$196,431 â–²	1.4%	77,348	0.6%	Technology
KMI Kinder Morgan	$13,947,876	$131,461 â–²	1.0%	436,280	0.6%	Energy
DFIV Dimensional International Value ETF	$13,718,486	$129,162 â–²	1.0%	253,952	0.5%	ETF
CVX Chevron	$13,479,527	$334,170 â–²	2.5%	81,320	0.5%	Energy
JCPB JPMorgan Core Plus Bond ETF	$13,430,389	$6,019,778 â–²	81.2%	286,118	0.5%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$13,425,701	$5,590,382 â–²	71.3%	107,612	0.5%	ETF
VUG Vanguard Growth ETF	$13,364,470	$11,180,731 â–²	512.0%	155,148	0.5%	ETF
CGDV Capital Group Dividend Value ETF	$13,185,957	$4,801,600 â–¼	-26.7%	267,572	0.5%	ETF
BANK OF NY MELLON CORP	$13,112,163	$73,895 â–²	0.6%	90,673	0.5%	COM
CAPITAL GRP FIXED INCM ETF T	$12,775,674	$313,531 â–²	2.5%	487,994	0.5%	CORE BOND ETF
MO Altria Group	$12,439,427	$446,521 â–²	3.7%	172,890	0.5%	Consumer Staples
SCHE Schwab Emerging Markets Equity ETF	$12,055,101	$1,271,601 â–²	11.8%	332,463	0.5%	ETF
MU Micron Technology	$11,851,370	$1,023,879 â–²	9.5%	10,267	0.5%	Technology
PSX Phillips 66	$11,793,563	$676 â–¼	0.0%	69,764	0.5%	Energy
DIVO Amplify CWP Enhanced Dividend Income ETF	$11,567,184	$284,391 â–²	2.5%	253,111	0.5%	ETF
AMERICAN CENTY ETF TR	$11,522,457	$611,819 â–²	5.6%	128,084	0.5%	AVANTIS US LARG
SCHV Schwab U.S. Large-Cap Value ETF	$11,003,961	$1,351,498 â–²	14.0%	316,115	0.4%	ETF
GOOG Alphabet	$10,958,424	$375,586 â–²	3.5%	31,015	0.4%	Communication Services
TSLA Tesla	$10,914,443	$26,497 â–²	0.2%	25,950	0.4%	Consumer Discretionary
VB Vanguard Small-Cap ETF	$10,870,732	$21,218 â–²	0.2%	35,863	0.4%	ETF
IWD iShares Russell 1000 Value ETF	$10,866,901	$153,215 â–¼	-1.4%	44,825	0.4%	ETF
SO Southern	$10,729,509	$498,459 â–²	4.9%	112,104	0.4%	Utilities
AMGN Amgen	$10,710,895	$403,406 â–²	3.9%	29,578	0.4%	Healthcare
DFUV Dimensional US Marketwide Value ETF	$10,702,559	$157,548 â–²	1.5%	194,557	0.4%	ETF
DBND DoubleLine Opportunistic Bond ETF	$10,406,451	$1,192,785 â–²	12.9%	228,259	0.4%	ETF
LMT Lockheed Martin	$10,358,436	$753,498 â–²	7.8%	20,332	0.4%	Industrials
META Meta Platforms	$10,033,392	$466,971 â–²	4.9%	17,812	0.4%	Communication Services
VZ Verizon Communications	$9,995,968	$406,633 â–²	4.2%	236,088	0.4%	Communication Services
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$9,976,699	$2,933,233 â–²	41.6%	270,812	0.4%	ETF
NEE NextEra Energy	$9,964,762	$297,627 â–²	3.1%	113,533	0.4%	Utilities
NSSC NAPCO Security Technologies	$9,964,737	$1,253 â–¼	0.0%	262,368	0.4%	Technology
INNOVATOR ETFS TRUST	$9,890,223	$2,305,902 â–²	30.4%	365,898	0.4%	EQUITY MNGD 100
J P MORGAN EXCHANGE TRADED F	$9,846,008	$1,116,220 â–¼	-10.2%	145,694	0.4%	HEDG EQU LAD ETF
DUK Duke Energy	$9,767,136	$268,349 â–²	2.8%	77,162	0.4%	Utilities
MCD McDonald's	$9,596,882	$7,812,013 â–²	437.7%	35,503	0.4%	Consumer Discretionary
RTX RTX	$9,520,504	$325,578 â–²	3.5%	50,179	0.4%	Industrials
GSK GSK	$9,493,945	$289,568 â–²	3.1%	181,113	0.4%	Healthcare
PEP PepsiCo	$9,133,644	$529,412 â–²	6.2%	67,457	0.4%	Consumer Staples
LDUR PIMCO Low Duration Exchange-Traded Fund	$8,854,140	$304,326 â–²	3.6%	92,607	0.3%	ETF
PVAL Putnam Focused Large Cap Value ETF	$8,773,183	$1,206,802 â–¼	-12.1%	172,192	0.3%	ETF
SCHD Schwab US Dividend Equity ETF	$8,286,251	$481,549 â–²	6.2%	261,313	0.3%	ETF
KO CocaCola	$8,179,322	$22,187 â–¼	-0.3%	100,644	0.3%	Consumer Staples
FBND Fidelity Total Bond ETF	$8,023,788	$1,968,077 â–²	32.5%	176,386	0.3%	ETF
QQQM Invesco NASDAQ 100 ETF	$7,908,527	$1,344,295 â–¼	-14.5%	26,103	0.3%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$7,740,364	$3,814,748 â–¼	-33.0%	209,937	0.3%	ETF
URI United Rentals	$7,678,729	$4,532 â–¼	-0.1%	6,778	0.3%	Industrials
GOOGL Alphabet	$7,628,925	$82,197 â–²	1.1%	21,347	0.3%	Communication Services
CGMU Capital Group Municipal Income ETF	$7,175,177	$192,043 â–²	2.8%	261,200	0.3%	ETF
DFAS Dimensional U.S. Small Cap ETF	$7,161,047	$168,386 â–²	2.4%	86,969	0.3%	ETF
DIMENSIONAL ETF TRUST	$7,145,098	$7,145,098 â–²	New Holding	131,199	0.3%	GLOB CO PLUS ETF
ULBI Ultralife	$7,009,955	$19,061 â–²	0.3%	1,109,170	0.3%	Industrials
RAAX VanEck Real Assets ETF	$6,971,606	$3,001,472 â–²	75.6%	175,740	0.3%	ETF
PIMCO ETF TR	$6,948,639	$226,559 â–¼	-3.2%	75,357	0.3%	ACTIVE BD ETF
VTEB Vanguard Tax-Exempt Bond ETF	$6,938,696	$41,020 â–²	0.6%	137,183	0.3%	ETF
VIOO Vanguard S&P Small-Cap 600 ETF	$6,907,359	$702,826 â–¼	-9.2%	50,221	0.3%	ETF
PAR PAR Technology	$6,844,440	$571,010 â–²	9.1%	392,907	0.3%	Technology
IEFA iShares Core MSCI EAFE ETF	$6,798,620	$169,401 â–²	2.6%	70,394	0.3%	ETF
QQQ Invesco QQQ	$6,715,046	$27,982 â–²	0.4%	9,119	0.3%	ETF
JGRO JPMorgan Active Growth ETF	$6,693,374	$611,751 â–²	10.1%	67,891	0.3%	ETF
RBB FUND TRUST	$6,515,411	$8,630,810 â–¼	-57.0%	133,185	0.3%	FIRST EAGLE GBL

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

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.

Visionary Wealth Advisors Top Holdings and 13F Report (2026)

About Visionary Wealth Advisors

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

Visionary Wealth Advisors Top Holdings and 13F Report (2026)

About Visionary Wealth Advisors

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 ofVisionary Wealth Advisors

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