Visionary Wealth Advisors holds a diversified book of 666 stocks worth $2.5B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Dimensional GLBL Core PL Fix and trimmed Quanta Services Inc. Their largest long position is Apple Inc at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
38% 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
Other tracked managers holding the same core names as Visionary Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $95.7B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.4B |
| MORGAN STANLEY | 79 / 80 | $536.5B |
| JPMORGAN CHASE & CO | 79 / 80 | $511.9B |
| LPL Financial LLC | 79 / 80 | $79.5B |
| Cetera Investment Advisers | 79 / 80 | $25.6B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $18.4B |
| MML INVESTORS SERVICES, LLC | 79 / 80 | $12.5B |
Ranked by how many of Visionary Wealth Advisors's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $116.8M | 403.8K | 4.6% | ▲+0.6% Added · +3K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $86.0M | 114.8K | 3.4% | ▲+9.0% Added · +10K sh | |
| 3 | Quanta Svcs Inc COM | $64.7M | 89.8K | 2.6% | ▼−7.1% Reduced · −7K sh | |
| 4 | Schwab Strategic TR US LRG CAP ETF | $54.3M | 1.85M | 2.1% | ▲+1.2% Added · +22K sh | |
| 5 | Schwab Strategic TR INTL EQTY ETF | $51.8M | 1.87M | 2.0% | ▲+0.1% Added · +2K sh | |
| 6 | Schwab Strategic TR US LCAP GR ETF | $47.5M | 1.40M | 1.9% | ▲+2.6% Added · +36K sh | |
| 7 | American Centy ETF TR US LARGE CAP VLU | $45.1M | 494.4K | 1.8% | ▲+5.2% Added · +24K sh | |
| 8 | Microsoft Corp COM | $43.9M | 117.7K | 1.7% | ▲+0.8% Added · +924 sh | |
| 9 | Ishares TR CORE US AGGBD ET | $39.0M | 393.6K | 1.5% | ▲+6.5% Added · +24K sh | |
| 10 | Cisco Sys Inc COM | $38.4M | 326.8K | 1.5% | ▼−1.9% Reduced · −6K sh | |
| 11 | American Centy ETF TR INTL EQT ETF | $37.5M | 420.4K | 1.5% | ▲+53% Added · +145K sh | |
| 12 | Vanguard BD Index FDS TOTAL BND MRKT | $31.6M | 431.0K | 1.2% | ▲+7.6% Added · +30K sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $29.6M | 43.1K | 1.2% | ▲+12% Added · +5K sh | |
| 14 | Pimco ETF TR MULTISECTOR BD | $28.7M | 1.08M | 1.1% | ▼−6.9% Reduced · −80K sh | |
| 15 | Ishares TR RUS 1000 GRW ETF | $27.2M | 218.9K | 1.1% | ▲+332% Added · +168K sh | |
| 16 | Vanguard Index FDS VALUE ETF | $26.6M | 122.1K | 1.1% | ▲+14% Added · +15K sh | |
| 17 | Dimensional ETF Trust US TARGETED VLU | $24.1M | 345.0K | 1.0% | ▼−0.5% Reduced · −2K sh | |
| 18 | Dimensional ETF Trust US COR EQU 2 ETF | $24.1M | 542.7K | 1.0% | ▲+2.0% Added · +11K sh | |
| 19 | Johnson & Johnson COM | $23.4M | 92.0K | 0.9% | ▲+2.6% Added · +2K sh | |
| 20 | J P Morgan Exchange Traded F INCOME ETF | $23.2M | 503.3K | 0.9% | ▼−0.8% Reduced · −4K sh | |
| 21 | Schwab Strategic TR US SML CAP ETF | $23.0M | 635.3K | 0.9% | ▼−19% Reduced · −151K sh | |
| 22 | Nvidia Corporation COM | $22.6M | 113.1K | 0.9% | ▲+3.0% Added · +3K sh | |
| 23 | Amazon Com Inc COM | $21.6M | 90.5K | 0.9% | ▲+1.6% Added · +1K sh | |
| 24 | Vanguard Index FDS MID CAP ETF | $21.6M | 267.6K | 0.9% | ▲+306% Added · +202K sh | |
| 25 | Broadcom Inc COM | $21.0M | 55.6K | 0.8% | ▲+2.2% Added · +1K sh | |
| 26 | Home Depot Inc COM | $20.9M | 59.2K | 0.8% | ▲+3.8% Added · +2K sh | |
| 27 | Procter & Gamble Co COM | $19.6M | 133.9K | 0.8% | ▼−0.4% Reduced · −575 sh | |
| 28 | Select Sector SPDR TR ST STR TECHN ETF | $19.2M | 100.6K | 0.8% | ▲+7.2% Added · +7K sh | |
| 29 | Walmart Inc COM | $19.0M | 167.5K | 0.7% | ▼−0.6% Reduced · −994 sh | |
| 30 | Vanguard Specialized Funds DIV APP ETF | $18.9M | 80.0K | 0.7% | ▲+3.4% Added · +3K sh | |
| 31 | Innovator Etfs Trust DEFINED WLT SHLD | $18.9M | 552.0K | 0.7% | ▲+8.5% Added · +43K sh | |
| 32 | Pimco ETF TR ENHAN SHRT MA AC | $18.4M | 182.1K | 0.7% | ▲+3.5% Added · +6K sh | |
| 33 | JPMorgan Chase & Co COM | $17.7M | 54.0K | 0.7% | ▼−0.5% Reduced · −273 sh | |
| 34 | Oreilly Automotive Inc COM | $17.3M | 187.8K | 0.7% | ▼−0.8% Reduced · −2K sh | |
| 35 | Emerson Elec Co COM | $16.0M | 111.7K | 0.6% | ▲+3.8% Added · +4K sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $15.5M | 30.9K | 0.6% | ▼−1.7% Reduced · −538 sh | |
| 37 | Abbvie Inc COM | $15.0M | 59.5K | 0.6% | ▲+3.9% Added · +2K sh | |
| 38 | Exxon Mobil Corp COM | $15.0M | 109.4K | 0.6% | ▲+1.8% Added · +2K sh | |
| 39 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $14.7M | 590.0K | 0.6% | ▼−11% Reduced · −71K sh | |
| 40 | Vaneck ETF Trust MRNGSTR WDE MOAT | $14.5M | 139.3K | 0.6% | ▼−32% Reduced · −66K sh | |
| 41 | Qualcomm Inc COM | $14.3M | 77.3K | 0.6% | ▲+1.4% Added · +1K sh | |
| 42 | Kinder Morgan Inc Del COM | $13.9M | 436.3K | 0.6% | ▲+0.9% Added · +4K sh | |
| 43 | Dimensional ETF Trust INTERNATNAL VAL | $13.7M | 254.0K | 0.5% | ▲+0.9% Added · +2K sh | |
| 44 | Chevron Corporation COM | $13.5M | 81.3K | 0.5% | ▲+2.5% Added · +2K sh | |
| 45 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $13.4M | 286.1K | 0.5% | ▲+81% Added · +128K sh | |
| 46 | American Centy ETF TR US SML CP VALU | $13.4M | 107.6K | 0.5% | ▲+71% Added · +45K sh | |
| 47 | Vanguard Index FDS GROWTH ETF | $13.4M | 155.1K | 0.5% | ▲+512% Added · +130K sh | |
| 48 | Capital Group Dividend Value SHS CREAT UNIT | $13.2M | 267.6K | 0.5% | ▼−27% Reduced · −97K sh | |
| 49 | Bank Of NY Mellon Corp COM | $13.1M | 90.7K | 0.5% | ▲+0.6% Added · +511 sh | |
| 50 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $12.8M | 488.0K | 0.5% | ▲+2.5% Added · +12K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802984/holdings"
Use Arkolith to show Visionary Wealth Advisors's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 666 | $2.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 638 | $2.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 608 | $2.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 591 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 568 | $2.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 541 | $1.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 534 | $1.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 534 | $1.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 504 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 483 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 474 | $1.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 445 | $1.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 462 | $1.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 456 | $1.2B | 13F-HR/A |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 425 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 401 | $962.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 437 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 438 | $1.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 385 | $1.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 311 | $971.4M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 332 | $994.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 18, 2021 | 315 | $950.6M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 290 | $891.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.