Institutional Fund
Visionary Wealth Advisors
O'Fallon, ILCIK 18029845 filings on record
Portfolio Value
$2.26B
Q1 2026
Holdings
638
Reported positions
New Buys
52
Opened this quarter
QoQ Change
+2.0%
from $2.22B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.5%
- Ishares Tr3.0%
- Quanta Svcs Inc2.3%
- Schwab Strategic Tr2.1%
- Schwab Strategic Tr2.0%
- Microsoft Corp1.9%
- Other84.1%
Portfolio Holdings
638 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 401.2K | $101.83M | 4.5% | +2.7K | Added |
| 2 | Ishares Tr | 105.3K | $68.79M | 3.0% | +1.9K | Added |
| 3 | Quanta Svcs Inc | 96.7K | $53.08M | 2.3% | −5.0K | Reduced |
| 4 | Schwab Strategic Tr | 1.82M | $46.74M | 2.1% | +70.9K | Added |
| 5 | Schwab Strategic Tr | 1.87M | $46.25M | 2.0% | +45.5K | Added |
| 6 | Microsoft Corp | 116.8K | $43.22M | 1.9% | +5.1K | Added |
| 7 | Schwab Strategic Tr | 1.37M | $39.82M | 1.8% | +35.2K | Added |
| 8 | American Centy ETF Tr | 470.1K | $37.89M | 1.7% | −886 | Reduced |
| 9 | Ishares Tr | 369.6K | $36.69M | 1.6% | +14.8K | Added |
| 10 | Pimco ETF Tr | 1.16M | $30.46M | 1.3% | +59.3K | Added |
628 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio