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Filers›Pension Fund›Visionary Wealth Advisors
DOSSIER · 13F-HR · Q1 2026

Visionary Wealth Advisors

Visionary Wealth's pension fund based in Stamford, CT — $2.3B in tracked AUM across 638 positions as of Q1 2026.

VW
Visionary Wealth·Stamford, CT·Pension Fund
CIK 0001802984 · last filed Mar 31, 2026
Total AUM
$2.3B
▼ 7.3%
vs prior
Holdings
638
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
52% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Visionary
haiku-4-5 · 638 positions indexed
Sector mix
  • Tech52%
  • Health Care10%
  • Communications6%
  • Industrials16%
  • Energy9%
  • Other7%
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