13F Insight
DOSSIER · 13F-HR · Q1 2026

Visionary Wealth Advisors

$2.3B in tracked AUM across 638 positions as of Q1 2026.

VW
CIK 0001802984 · last filed Mar 31, 2026
Total AUM
$2.3B
as of Q1 2026
Holdings
638
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Visionary Wealth Advisors 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$102M401K4.5%02
IVV
ISHARES TR
$69M105K3.0%03
PWR
QUANTA SVCS INC
$53M97K2.3%04
SCHX
SCHWAB STRATEGIC TR
$47M1.8M2.1%05
SCHF
SCHWAB STRATEGIC TR
$46M1.9M2.0%06
MSFT
MICROSOFT CORP
$43M117K1.9%07
SCHG
SCHWAB STRATEGIC TR
$40M1.4M1.8%08
AVLV
AMERICAN CENTY ETF TR
$38M470K1.7%09
AGG
ISHARES TR
$37M370K1.6%10
PYLD
PIMCO ETF TR
$30M1.2M1.3%

Filing history

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 positionsLocked2025Q1Mar 31
$1.7B▼ 2.3%
541 positionsLocked2024Q4Dec 31
$1.7B▲ 3.8%
534 positionsLocked2024Q3Sep 30
$1.6B▲ 7.4%
534 positionsLocked2024Q2Jun 30
$1.5B▲ 3.3%
504 positionsLocked2024Q1Mar 31
$1.5B▲ 8.9%
483 positionsLocked2023Q4Dec 31
$1.4B▲ 10.2%
474 positionsLocked2023Q3Sep 30
$1.2B▼ 1.2%
445 positionsLocked2023Q2Jun 30
$1.2B▲ 5.9%
462 positionsLocked
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