Visionary Horizons, LLC holds a focused book of 145 stocks worth $239.3M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P 500 High Beta Et and trimmed Invesco QQQ Trust Series 1. Their largest long position is Schwab US Large-Cap Growth at 14% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2003615/holdings"
Use Arkolith to show VISIONARY HORIZONS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP GR ETF | $33.1M | 976.9K | 13.8% | ▲+0.5% Added · +5K sh | |
| 2 | SPDR Series Trust ST STR P500VAL | $23.7M | 389.8K | 9.9% | ▲+0.3% Added · +1K sh | |
| 3 | Schwab Strategic TR FUNDAMENTAL INTL | $16.9M | 320.4K | 7.1% | ▲+22% Added · +57K sh | |
| 4 | American Centy ETF TR US SML CP VALU | $13.7M | 110.1K | 5.7% | ▲+28% Added · +24K sh | |
| 5 | American Centy ETF TR AVANTIS EMGMKT | $13.4M | 139.0K | 5.6% | ▲+19% Added · +22K sh | |
| 6 | Northern Lights FD TR TOEWS AGILTY SHS | $8.1M | 210.1K | 3.4% | ▲+7.7% Added · +15K sh | |
| 7 | American Centy ETF TR US EQT ETF | $8.0M | 62.2K | 3.3% | ▲+2.0% Added · +1K sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $7.1M | 9.6K | 2.9% | ▼−4.3% Reduced · −434 sh | |
| 9 | SPDR Series Trust ST INTER BD ETF | $6.3M | 187.0K | 2.6% | ▲+7.7% Added · +13K sh | |
| 10 | Ssga Active ETF TR ST STR TOTAL ETF | $5.9M | 149.9K | 2.5% | ▼−2.7% Reduced · −4K sh | |
| 11 | Select Sector SPDR TR ST STR INDL ETF | $5.1M | 27.4K | 2.1% | ▲+15% Added · +4K sh | |
| 12 | Pacer FDS TR US EXPORT LEAD | $3.3M | 43.1K | 1.4% | ▲+259% Added · +31K sh | |
| 13 | BlackRock ETF Trust ISHARES US EQUIT | $3.0M | 44.2K | 1.3% | ▲+17% Added · +7K sh | |
| 14 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.9M | 13.4K | 1.2% | ▲+2.3% Added · +301 sh | |
| 15 | ETF Ser Solutions APTUS COLLRD INV | $2.6M | 56.8K | 1.1% | ▲+27% Added · +12K sh | |
| 16 | SPDR Gold TR GOLD SHS | $2.4M | 6.5K | 1.0% | ▲+28% Added · +1K sh | |
| 17 | Ishares TR CORE UNIVRSL USD | $2.4M | 51.7K | 1.0% | ▲+33% Added · +13K sh | |
| 18 | Nvidia Corporation COM | $2.3M | 11.4K | 1.0% | ▲+2.6% Added · +289 sh | |
| 19 | Ishares TR 0-5 YR TIPS ETF | $2.2M | 21.9K | 0.9% | ▲+33% Added · +5K sh | |
| 20 | Invesco Exch Traded FD TR II S&P 500 HB ETF | $2.2M | 13.8K | 0.9% | ▲New New position | |
| 21 | BlackRock ETF Trust II ISHA FLEX IN ETF | $2.0M | 38.7K | 0.8% | ▲+25% Added · +8K sh | |
| 22 | SPDR Series Trust ST SHO TREAS ETF | $1.9M | 66.5K | 0.8% | ▲+0.3% Added · +230 sh | |
| 23 | Ishares U S ETF TR SHOR DURA BD ETF | $1.7M | 33.4K | 0.7% | ▲+52% Added · +11K sh | |
| 24 | Ishares TR US AER DEF ETF | $1.5M | 6.0K | 0.6% | ▲New New position | |
| 25 | Microsoft Corp COM | $1.5M | 3.9K | 0.6% | ▼−12% Reduced · −522 sh | |
| 26 | Vaneck ETF Trust REAL ASSETS ETF | $1.4M | 34.5K | 0.6% | ▲+1.8% Added · +618 sh | |
| 27 | Schwab Strategic TR INTL EQTY ETF | $1.4M | 49.0K | 0.6% | ▲+34% Added · +12K sh | |
| 28 | Schwab Strategic TR US LCAP VA ETF | $1.3M | 38.2K | 0.6% | ▲+36% Added · +10K sh | |
| 29 | SPDR Series Trust STATE STRET SPDR | $1.3M | 69.8K | 0.6% | ▲New New position | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.5K | 0.5% | ▼−0.4% Reduced · −9 sh | |
| 31 | Select Sector SPDR TR ST STR UTIL ETF | $1.1M | 25.2K | 0.5% | ▼−66% Reduced · −50K sh | |
| 32 | Amgen Inc COM | $1.1M | 3.1K | 0.5% | ▼−34% Reduced · −2K sh | |
| 33 | SPDR Series Trust ST STR USD ETF | $1.1M | 42.1K | 0.4% | ▲New New position | |
| 34 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.4K | 0.4% | ▼−29% Reduced · −579 sh | |
| 35 | Palantir Technologies Inc CL A | $1.0M | 8.8K | 0.4% | ▲+1.6% Added · +139 sh | |
| 36 | Meta Platforms Inc CL A | $975K | 1.7K | 0.4% | ▼−15% Reduced · −315 sh | |
| 37 | Schwab Strategic TR US MID-CAP ETF | $954K | 25.9K | 0.4% | ▲+33% Added · +6K sh | |
| 38 | Home Depot Inc COM | $943K | 2.7K | 0.4% | ▲+71% Added · +1K sh | |
| 39 | ETF Ser Solutions OPUS SML CP VL | $930K | 22.1K | 0.4% | ▲+33% Added · +5K sh | |
| 40 | Dimensional ETF Trust INTL CORE EQT MK | $920K | 22.3K | 0.4% | ▲+30% Added · +5K sh | |
| 41 | Intel Corp COM | $901K | 6.5K | 0.4% | ▼−1.4% Reduced · −92 sh | |
| 42 | American Centy ETF TR INTL EQT ETF | $893K | 10.0K | 0.4% | ▲+1.2% Added · +117 sh | |
| 43 | Apple Inc COM | $856K | 3.0K | 0.4% | ▲+8.9% Added · +242 sh | |
| 44 | Ishares TR U.S. TECH ETF | $841K | 3.3K | 0.4% | ▲+17% Added · +475 sh | |
| 45 | Cardinal Health Inc COM | $830K | 3.5K | 0.3% | ▼−27% Reduced · −1K sh | |
| 46 | SPDR Series Trust ST STR P500ETF | $826K | 9.4K | 0.3% | ▲+74% Added · +4K sh | |
| 47 | ETF Ser Solutions APTUS DEFINED | $812K | 28.2K | 0.3% | ▲+25% Added · +6K sh | |
| 48 | Select Sector SPDR TR ST STR FINL ETF | $802K | 15.0K | 0.3% | ▼−5.9% Reduced · −942 sh | |
| 49 | Dimensional ETF Trust CORE FIXE IN ETF | $780K | 18.5K | 0.3% | ▲+55% Added · +7K sh | |
| 50 | Southern Co COM | $779K | 8.1K | 0.3% | ▲+5.3% Added · +413 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 145 | $239.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 128 | $203.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 113 | $193.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 112 | $179.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 97 | $158.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 89 | $141.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 89 | $152.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 89 | $149.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.