DOSSIER · 13F-HR · Q2 2026

VISIONARY HORIZONS, LLC

$239M in tracked AUM across 145 positions as of Q2 2026.

VH
CIK 0002003615 · last filed Jun 30, 2026
Total AUM
$239M
as of Q2 2026
Holdings
145
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

VISIONARY HORIZONS, LLC has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 126.3%, growing from $85.43M to $193.34M. This substantial increase in assets under management (AUM) is likely driven by a combination of strong market performance and substantial net capital inflows, as evidenced by the high volume of new position initiations.

The portfolio currently consis...

Key Holdings

The portfolio is heavily concentrated at the top, with the first two positions accounting for approximately 30.7% of the total assets.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$33M977K13.8%
02
SPYV
SPDR SERIES TRUST
$24M390K9.9%
03
FNDF
SCHWAB STRATEGIC TR
$17M320K7.1%
04
AVUV
AMERICAN CENTY ETF TR
$14M110K5.7%
05
AVEM
AMERICAN CENTY ETF TR
$13M139K5.6%
06
MRSK
NORTHERN LIGHTS FD TR
$8M210K3.4%
07
AVUS
AMERICAN CENTY ETF TR
$8M62K3.3%
08
QQQ
INVESCO QQQ TR
$7M10K2.9%
09
SPIB
SPDR SERIES TRUST
$6M187K2.6%
10
TOTL
SSGA ACTIVE ETF TR
$6M150K2.5%

Filing history

2026Q2Jun 30
$239M 17.9%
145 positionsView →
2026Q1Mar 31
$203M 5.0%
128 positionsView →
2025Q4Dec 31
$193M 126.3%
113 positionsView →
2025Q3Sep 30
$85M 45.9%
64 positionsView →
2025Q2Jun 30
$158M 11.4%
97 positionsLocked
2025Q1Mar 31
$142M 6.9%
89 positionsLocked
2024Q4Dec 31
$152M 1.9%
89 positionsLocked
2024Q3Sep 30
$150M 9.4%
89 positionsLocked
2024Q2Jun 30
$137M 6.2%
83 positionsLocked
2024Q1Mar 31
$129M 4.4%
77 positionsLocked
2023Q4Dec 31
$123M
81 positionsLocked