What does Vision Retirement, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Vision Retirement, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

INVESCO QQQ

$50M86K14.1%

APPLE INC

$34M135K9.7%

AMAZON COM

$21M102K6.0%

STATE STREET

$15M33K4.3%

COSTCO WHOLESALE

$13M13K3.6%

TESLA INC

$12M33K3.5%

VANGUARD S&P

$10M17K2.9%

INVESCO S&P

$9M171K2.6%

VANGUARD HIGH

$9M60K2.5%

VISA INC

$8M25K2.2%

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