§ 13F · FUND PROFILE
Visionary Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.1B (13F)Positions · 591Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 401K | $102M | 4.5% | +1% |
| 2 | IVV | ISHARES TR | 105K | $69M | 3.0% | +2% |
| 3 | PWR | QUANTA SVCS INC | 97K | $53M | 2.3% | −5% |
| 4 | SCHX | SCHWAB STRATEGIC TR | 1.82M | $47M | 2.1% | +4% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 1.87M | $46M | 2.0% | +2% |
| 6 | MSFT | MICROSOFT CORP | 117K | $43M | 1.9% | −2% |
| 7 | SCHG | SCHWAB STRATEGIC TR | 1.37M | $40M | 1.8% | +3% |
| 8 | AVLV | AMERICAN CENTY ETF TR | 470K | $38M | 1.7% | ±0% |
| 9 | AGG | ISHARES TR | 370K | $37M | 1.6% | +4% |
| 10 | PYLD | PIMCO ETF TR | 1.16M | $30M | 1.3% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VISIONARY SIGNAL
AC read
Visionary Wealth Advisors is a Other fund managing $2.1 billion in assets. The fund runs a broad portfolio of 591 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed