Visionpoint Advisory Group, LLC Top Holdings and 13F Report (2026)

About Visionpoint Advisory Group, LLC

Investment Activity

Visionpoint Advisory Group, LLC has $530.72 million in total holdings as of March 31, 2026.
Visionpoint Advisory Group, LLC owns shares of 439 different stocks, but just 161 companies or ETFs make up 80% of its holdings.
Approximately 19.03% of the portfolio was purchased this quarter.
About 15.20% of the portfolio was sold this quarter.
This quarter, Visionpoint Advisory Group, LLC has purchased 394 new stocks and bought additional shares in 191 stocks.
Visionpoint Advisory Group, LLC sold shares of 147 stocks and completely divested from 48 stocks this quarter.

Largest Holdings

NVIDIA: $11,811,429
SPDR S&P 500 ETF Trust: $11,239,967
SPDR Bloomberg 1-3 Month T-Bill ETF: $11,128,940
SPDR Portfolio S&P 1500 Composite Stock Market ETF: $11,063,153
Vanguard S&P 500 ETF: $10,476,584

Largest New Holdings this Quarter

446150104 - Huntington Bancshares: $3,491,734 Holding
81369Y506 - Energy Select Sector SPDR Fund: $1,759,510 Holding
46431W853 - iShares GSCI Commodity Dynamic Roll Strategy ETF: $1,735,603 Holding
97717W851 - WisdomTree Japan Hedged Equity Fund: $1,716,462 Holding
46137V258 - Invesco S&P 500 Pure Value ETF: $1,693,755 Holding

Largest Purchases this Quarter

PIMCO Enhanced Short Maturity Exchange-Traded Fund: 88,774 shares (about $8.93M)
SPDR S&P Dividend ETF: 42,410 shares (about $6.19M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 58,912 shares (about $5.40M)
Huntington Bancshares: 223,114 shares (about $3.49M)
iShares iBoxx $ High Yield Corporate Bond ETF: 40,413 shares (about $3.22M)

Largest Sales this Quarter

SPDR Portfolio S&P 1500 Composite Stock Market ETF: 81,137 shares (about $6.41M)
iShares 1-3 Year Treasury Bond ETF: 53,375 shares (about $4.41M)
SPDR Portfolio High Yield Bond ETF: 89,724 shares (about $2.09M)
Eaton: 5,466 shares (about $1.96M)
Ball: 32,287 shares (about $1.91M)

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
NVDA NVIDIA	$11,811,429	$390,308 â–²	3.4%	67,726	2.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$11,239,967	$505,321 â–¼	-4.3%	17,283	2.1%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$11,128,940	$5,398,693 â–²	94.2%	121,442	2.1%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$11,063,153	$6,414,674 â–¼	-36.7%	139,934	2.1%	ETF
VOO Vanguard S&P 500 ETF	$10,476,584	$526,428 â–²	5.3%	17,533	2.0%	ETF
SDY SPDR S&P Dividend ETF	$10,421,300	$6,189,325 â–²	146.3%	71,408	2.0%	ETF
QQQ Invesco QQQ	$9,866,684	$40,979 â–²	0.4%	17,095	1.9%	Finance
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$9,599,909	$8,928,001 â–²	1,328.8%	95,455	1.8%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$8,645,499	$501,102 â–²	6.2%	337,451	1.6%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$8,353,641	$3,215,258 â–²	62.6%	104,998	1.6%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$7,994,799	$609,945 â–²	8.3%	104,453	1.5%	ETF
VALUED ADVISERS TR	$7,824,915	$1,199,532 â–¼	-13.3%	306,739	1.5%	REGAN FLTG RATE
DE Deere & Company	$7,494,033	$1,127 â–¼	0.0%	13,304	1.4%	Industrials
MSFT Microsoft	$7,391,522	$823,995 â–²	12.5%	19,968	1.4%	Computer and Technology
AAPL Apple	$6,557,390	$6,091 â–¼	-0.1%	25,838	1.2%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$6,462,777	$4,407,190 â–¼	-40.5%	78,270	1.2%	Manufacturing
GLD SPDR Gold Shares	$6,447,035	$196,643 â–¼	-3.0%	14,983	1.2%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$6,405,330	$56,424 â–¼	-0.9%	33,375	1.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$6,330,451	$88,173 â–¼	-1.4%	58,083	1.2%	Finance
BRK.B Berkshire Hathaway	$6,134,239	$613,855 â–²	11.1%	12,801	1.2%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$5,726,610	$1,017,584 â–²	21.6%	125,446	1.1%	ETF
GOOG Alphabet	$5,167,879	$98,682 â–¼	-1.9%	18,015	1.0%	Computer and Technology
REM iShares Mortgage Real Estate ETF	$4,482,794	$13,075 â–²	0.3%	208,793	0.8%	ETF
EFA iShares MSCI EAFE ETF	$4,285,958	$60,512 â–¼	-1.4%	44,126	0.8%	Finance
CHENIERE ENERGY INC	$4,267,235	$107,546 â–¼	-2.5%	15,038	0.8%	COM NEW
AMLP Alerian MLP ETF	$3,993,547	$858,561 â–¼	-17.7%	75,865	0.8%	ETF
TSLA Tesla	$3,738,690	$35,316 â–²	1.0%	10,057	0.7%	Auto/Tires/Trucks
EEM iShares MSCI Emerging Markets ETF	$3,695,098	$233,918 â–²	6.8%	65,066	0.7%	Finance
TMO Thermo Fisher Scientific	$3,647,658	$127,798 â–¼	-3.4%	7,421	0.7%	Medical
AMZN Amazon.com	$3,597,656	$115,798 â–¼	-3.1%	17,274	0.7%	Retail/Wholesale
AVGO Broadcom	$3,578,429	$145,155 â–²	4.2%	11,562	0.7%	Computer and Technology
PM Philip Morris International	$3,550,822	$1,049,903 â–¼	-22.8%	21,476	0.7%	Consumer Staples
HBAN Huntington Bancshares	$3,491,734	$3,491,734 â–²	New Holding	223,114	0.7%	Finance
JPM JPMorgan Chase & Co.	$3,481,592	$545,653 â–²	18.6%	11,836	0.7%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$3,394,220	$207,389 â–²	6.5%	72,356	0.6%	ETF
IVV iShares Core S&P 500 ETF	$3,337,256	$1,388,727 â–¼	-29.4%	5,109	0.6%	ETF
MDT Medtronic	$3,323,721	$1,278,954 â–²	62.5%	38,358	0.6%	Medical
GOOGL Alphabet	$3,252,889	$54,637 â–²	1.7%	11,312	0.6%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,199,999	$63,642 â–²	2.0%	32,683	0.6%	ETF
WMB Williams Companies	$3,182,896	$79,840 â–¼	-2.4%	43,733	0.6%	Energy
ETR Entergy	$3,051,870	$324,153 â–²	11.9%	27,162	0.6%	Utilities
SECT Main Sector Rotation ETF	$2,897,542	$300,625 â–²	11.6%	47,980	0.5%	ETF
VVV Valvoline	$2,848,520	$209,557 â–¼	-6.9%	84,576	0.5%	Retail/Wholesale
RTO Rentokil Initial	$2,809,999	$384,056 â–¼	-12.0%	89,263	0.5%	Business Services
IQV IQVIA	$2,808,282	$298,274 â–²	11.9%	16,467	0.5%	Medical
RDVY First Trust Rising Dividend Achievers ETF	$2,737,144	$38,647 â–²	1.4%	40,087	0.5%	Manufacturing
FDL First Trust Morningstar Dividend Leaders Index Fund	$2,709,054	$677,884 â–¼	-20.0%	49,143	0.5%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$2,616,599	$2,290,913 â–²	703.4%	67,334	0.5%	ETF
GDX VanEck Gold Miners ETF	$2,590,208	$1,549,812 â–¼	-37.4%	28,225	0.5%	ETF
IEFA iShares Core MSCI EAFE ETF	$2,578,848	$16,024 â–²	0.6%	28,486	0.5%	ETF
MU Micron Technology	$2,558,462	$1,513,861 â–¼	-37.2%	7,573	0.5%	Computer and Technology
JNK SPDR Bloomberg High Yield Bond ETF	$2,557,638	$263,996 â–²	11.5%	26,720	0.5%	Finance
VTV Vanguard Value ETF	$2,529,364	$10,987 â–²	0.4%	12,892	0.5%	ETF
CVX Chevron	$2,439,360	$102,002 â–²	4.4%	11,790	0.5%	Energy
META Meta Platforms	$2,417,334	$97,838 â–²	4.2%	4,225	0.5%	Computer and Technology
TBIL US Treasury 3 Month Bill ETF	$2,377,613	$195,301 â–²	8.9%	47,686	0.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$2,369,719	$494,618 â–²	26.4%	41,883	0.4%	ETF
COP ConocoPhillips	$2,328,857	$1,330,153 â–¼	-36.4%	17,643	0.4%	Energy
CACI CACI International	$2,311,991	$10,334 â–²	0.4%	4,251	0.4%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$2,176,939	$1,051,153 â–²	93.4%	22,810	0.4%	ETF
KOF Coca Cola Femsa	$2,172,536	$173,346 â–¼	-7.4%	22,271	0.4%	Consumer Staples
AGNC AGNC Investment	$2,171,173	$1,425,092 â–¼	-39.6%	216,468	0.4%	Finance
FTSM First Trust Enhanced Short Maturity ETF	$2,126,647	$32,998 â–¼	-1.5%	35,575	0.4%	Manufacturing
VUG Vanguard Growth ETF	$2,122,799	$114,876 â–²	5.7%	4,860	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,119,461	$317,497 â–²	17.6%	30,387	0.4%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,956,957	$195,309 â–²	11.1%	40,500	0.4%	ETF
LLY Eli Lilly and Company	$1,919,613	$202,355 â–²	11.8%	2,087	0.4%	Medical
MIDD Middleby	$1,911,538	$77,559 â–¼	-3.9%	14,418	0.4%	Industrials
COPX Global X Copper Miners ETF	$1,886,685	$80,931 â–¼	-4.1%	24,711	0.4%	ETF
WALMART INC	$1,817,117	$412,117 â–¼	-18.5%	14,621	0.3%	COM
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$1,776,385	$1,088,382 â–¼	-38.0%	41,985	0.3%	ETF
LMBS First Trust Low Duration Opportunities ETF	$1,763,672	$63,657 â–²	3.7%	35,408	0.3%	Manufacturing
XLE Energy Select Sector SPDR Fund	$1,759,510	$1,759,510 â–²	New Holding	28,722	0.3%	ETF
XBI SPDR S&P Biotech ETF	$1,741,854	$22,736 â–²	1.3%	13,637	0.3%	ETF
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF	$1,735,603	$1,735,603 â–²	New Holding	51,334	0.3%	Manufacturing
DLTR Dollar Tree	$1,723,249	$31,648 â–²	1.9%	15,736	0.3%	Retail/Wholesale
DXJ WisdomTree Japan Hedged Equity Fund	$1,716,462	$1,716,462 â–²	New Holding	10,824	0.3%	Finance
CCJ Cameco	$1,714,735	$1,363,599 â–¼	-44.3%	15,788	0.3%	Basic Materials
IBN ICICI Bank	$1,710,902	$98,575 â–²	6.1%	66,058	0.3%	Finance
RPV Invesco S&P 500 Pure Value ETF	$1,693,755	$1,693,755 â–²	New Holding	15,772	0.3%	ETF
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund	$1,690,755	$1,690,755 â–²	New Holding	64,214	0.3%	Finance
HON Honeywell International	$1,656,432	$96,972 â–¼	-5.5%	7,328	0.3%	Multi-Sector Conglomerates
IEUR iShares Core MSCI Europe ETF	$1,606,161	$156,562 â–²	10.8%	22,857	0.3%	ETF
FSIG First Trust Limited Duration Investment Grade Corporate ETF	$1,577,721	$73,411 â–²	4.9%	83,301	0.3%	ETF
LSTR Landstar System	$1,543,311	$1,543,311 â–²	New Holding	9,627	0.3%	Transportation
VGIT Vanguard Intermediate-Term Treasury ETF	$1,534,306	$1,534,306 â–²	New Holding	25,765	0.3%	ETF
JIRE JPMorgan International Research Enhanced Equity ETF	$1,533,281	$20,829 â–¼	-1.3%	20,244	0.3%	ETF
QCOM Qualcomm	$1,501,732	$526,849 â–²	54.0%	11,661	0.3%	Computer and Technology
SHC Sotera Health	$1,476,074	$1,476,074 â–²	New Holding	102,934	0.3%	Medical
VZ Verizon Communications	$1,450,199	$4,869 â–²	0.3%	28,888	0.3%	Computer and Technology
NVT nVent Electric	$1,425,724	$188,062 â–¼	-11.7%	12,054	0.3%	Computer and Technology
NEM Newmont	$1,386,582	$73,502 â–¼	-5.0%	12,809	0.3%	Basic Materials
CRL Charles River Laboratories International	$1,383,795	$106,260 â–¼	-7.1%	8,022	0.3%	Medical
URI United Rentals	$1,376,255	$1,376,255 â–²	New Holding	1,889	0.3%	Construction
LDUR PIMCO Low Duration Exchange-Traded Fund	$1,372,238	$1,372,238 â–²	New Holding	14,321	0.3%	ETF
AVSF Avantis Short-Term Fixed Income ETF	$1,367,075	$1,367,075 â–²	New Holding	29,211	0.3%	ETF
HD Home Depot	$1,354,314	$325,588 â–¼	-19.4%	4,118	0.3%	Retail/Wholesale
JNJ Johnson & Johnson	$1,311,209	$9,778 â–²	0.8%	5,364	0.2%	Medical
GLW Corning	$1,304,639	$8,838 â–²	0.7%	9,595	0.2%	Computer and Technology
LBRDK Liberty Broadband	$1,228,527	$472,267 â–²	62.4%	24,424	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Visionpoint Advisory Group, LLC Top Holdings and 13F Report (2026)

About Visionpoint Advisory Group, 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

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Visionpoint Advisory Group, LLC Top Holdings and 13F Report (2026)

About Visionpoint Advisory Group, 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 ofVisionpoint Advisory Group, 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