Institutional Fund
Visionary Horizons, LLC
Knoxville, TNCIK 20036155 filings on record
Portfolio Value
$203.01M
Q1 2026
Holdings
128
Reported positions
New Buys
27
Opened this quarter
QoQ Change
+5.0%
from $193.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr13.9%
- Spdr Series Trust10.8%
- Schwab Strategic Tr6.3%
- American Centy ETF Tr4.7%
- American Centy ETF Tr4.7%
- Northern Lights Fd Tr3.4%
- Other56.1%
Portfolio Holdings
128 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 972.1K | $28.32M | 13.9% | −78.8K | Reduced |
| 2 | Spdr Series Trust | 388.8K | $22.00M | 10.8% | −53.2K | Reduced |
| 3 | Schwab Strategic Tr | 262.9K | $12.86M | 6.3% | +57.4K | Added |
| 4 | American Centy ETF Tr | 86.2K | $9.53M | 4.7% | +7.1K | Added |
| 5 | American Centy ETF Tr | 117.3K | $9.45M | 4.7% | +37.9K | Added |
| 6 | Northern Lights Fd Tr | 194.9K | $6.89M | 3.4% | −66.3K | Reduced |
| 7 | American Centy ETF Tr | 60.9K | $6.77M | 3.3% | +1.0K | Added |
| 8 | Ssga Active ETF Tr | 154.0K | $6.12M | 3.0% | +50.0K | Added |
| 9 | Spdr Series Trust | 173.6K | $5.82M | 2.9% | +50.8K | Added |
| 10 | Invesco Qqq Tr | 10.0K | $5.78M | 2.8% | +544 | Added |
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