DOSSIER · 13F-HR · Q2 2026

Visionary Wealth Advisors

$2.5B in tracked AUM across 666 positions as of Q2 2026.

VW
CIK 0001802984 · last filed Jun 30, 2026
Total AUM
$2.5B
as of Q2 2026
Holdings
666
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Visionary Wealth Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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
AAPL
APPLE INC
$117M404K4.6%
02
IVV
ISHARES TR
$86M115K3.4%
03
PWR
QUANTA SVCS INC
$65M90K2.6%
04
SCHX
SCHWAB STRATEGIC TR
$54M1.8M2.1%
05
SCHF
SCHWAB STRATEGIC TR
$52M1.9M2.0%
06
SCHG
SCHWAB STRATEGIC TR
$47M1.4M1.9%
07
AVLV
AMERICAN CENTY ETF TR
$45M494K1.8%
08
MSFT
MICROSOFT CORP
$44M118K1.7%
09
AGG
ISHARES TR
$39M394K1.5%
10
CSCO
CISCO SYS INC
$38M327K1.5%

Filing history

2026Q2Jun 30
$2.5B 12.1%
666 positionsView →
2026Q1Mar 31
$2.3B 1.8%
638 positionsView →
2025Q4Dec 31
$2.2B 3.5%
608 positionsView →
2025Q3Sep 30
$2.1B 9.5%
591 positionsView →
2025Q2Jun 30
$2.0B 17.5%
568 positionsLocked
2025Q1Mar 31
$1.7B 2.3%
541 positionsLocked
2024Q4Dec 31
$1.7B 3.8%
534 positionsLocked
2024Q3Sep 30
$1.6B 7.4%
534 positionsLocked
2024Q2Jun 30
$1.5B 3.3%
504 positionsLocked
2024Q1Mar 31
$1.5B 8.9%
483 positionsLocked
2023Q4Dec 31
$1.4B 10.2%
474 positionsLocked
2023Q3Sep 30
$1.2B 1.2%
445 positionsLocked
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