Visionary Wealth Advisors holds a diversified book of 638 stocks worth $2.3B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened First Eagle GL Equity ETF and trimmed Quanta Services Inc. Their largest long position is Apple Inc at 5% of the equity book.
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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.
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.
39% 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 | Apple Inc COM | $101.8M | 401.2K | 4.5% | ▲+0.7% Added · +3K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $68.8M | 105.3K | 3.0% | ▲+1.9% Added · +2K sh | |
| 3 | Quanta Svcs Inc COM | $53.1M | 96.7K | 2.3% | ▼−5.0% Reduced · −5K sh | |
| 4 | Schwab Strategic TR US LRG CAP ETF | $46.7M | 1.82M | 2.1% | ▲+4.0% Added · +71K sh | |
| 5 | Schwab Strategic TR INTL EQTY ETF | $46.3M | 1.87M | 2.0% | ▲+2.5% Added · +45K sh | |
| 6 | Microsoft Corp COM | $43.2M | 116.8K | 1.9% | ▲+4.6% Added · +5K sh | |
| 7 | Schwab Strategic TR US LCAP GR ETF | $39.8M | 1.37M | 1.8% | ▲+2.6% Added · +35K sh | |
| 8 | American Centy ETF TR US LARGE CAP VLU | $37.9M | 470.1K | 1.7% | ▼−0.2% Reduced · −886 sh | |
| 9 | Ishares TR CORE US AGGBD ET | $36.7M | 369.6K | 1.6% | ▲+4.2% Added · +15K sh | |
| 10 | Pimco ETF TR MULTISECTOR BD | $30.5M | 1.16M | 1.3% | ▲+5.4% Added · +59K sh | |
| 11 | Vanguard BD Index FDS TOTAL BND MRKT | $29.5M | 400.7K | 1.3% | ▲+6.1% Added · +23K sh | |
| 12 | Cisco Sys Inc COM | $25.8M | 332.9K | 1.1% | ▲+0.1% Added · +240 sh | |
| 13 | J P Morgan Exchange Traded F INCOME ETF | $23.4M | 507.1K | 1.0% | ▼−9.7% Reduced · −54K sh | |
| 14 | American Centy ETF TR INTL EQT ETF | $23.4M | 275.2K | 1.0% | ▼−0.3% Reduced · −713 sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $23.0M | 38.6K | 1.0% | ▲+6.9% Added · +3K sh | |
| 16 | Schwab Strategic TR US SML CAP ETF | $22.9M | 786.6K | 1.0% | ▲+8.6% Added · +63K sh | |
| 17 | Johnson & Johnson COM | $21.9M | 89.7K | 1.0% | ▼−5.8% Reduced · −5K sh | |
| 18 | Dimensional ETF Trust US TARGETED VLU | $21.6M | 346.6K | 1.0% | ▲+2.1% Added · +7K sh | |
| 19 | Ishares TR RUS 1000 GRW ETF | $21.6M | 50.7K | 1.0% | ▼−0.3% Reduced · −167 sh | |
| 20 | Vanguard Index FDS VALUE ETF | $21.1M | 107.5K | 0.9% | ▲+0.9% Added · +978 sh | |
| 21 | Walmart Inc COM | $20.9M | 168.5K | 0.9% | ▼−2.8% Reduced · −5K sh | |
| 22 | Dimensional ETF Trust US CORE EQUITY 2 | $20.7M | 532.2K | 0.9% | ▲+0.4% Added · +2K sh | |
| 23 | Vaneck ETF Trust MRNGSTR WDE MOAT | $19.9M | 205.6K | 0.9% | ▼−3.0% Reduced · −6K sh | |
| 24 | Procter & Gamble Co COM | $19.4M | 134.4K | 0.9% | ▲+0.9% Added · +1K sh | |
| 25 | Nvidia Corporation COM | $19.1M | 109.7K | 0.8% | ▲+1.5% Added · +2K sh | |
| 26 | Vanguard Index FDS MID CAP ETF | $18.9M | 65.9K | 0.8% | ▲+0.1% Added · +87 sh | |
| 27 | Home Depot Inc COM | $18.8M | 57.0K | 0.8% | ▲+3.5% Added · +2K sh | |
| 28 | Amazon Com Inc COM | $18.5M | 89.0K | 0.8% | ▲+3.7% Added · +3K sh | |
| 29 | Exxon Mobil Corp COM | $18.2M | 107.5K | 0.8% | ▼−6.6% Reduced · −8K sh | |
| 30 | Pimco ETF TR ENHAN SHRT MA AC | $17.7M | 175.9K | 0.8% | ▼−3.4% Reduced · −6K sh | |
| 31 | Oreilly Automotive Inc COM | $17.5M | 189.3K | 0.8% | ▼−0.6% Reduced · −1K sh | |
| 32 | Innovator Etfs Trust DEFINED WLT SHLD | $17.0M | 508.6K | 0.8% | ▲+36% Added · +136K sh | |
| 33 | Broadcom Inc COM | $16.9M | 54.5K | 0.7% | ▲+0.8% Added · +460 sh | |
| 34 | Vanguard Specialized Funds DIV APP ETF | $16.6M | 77.4K | 0.7% | ▲+2.2% Added · +2K sh | |
| 35 | Chevron Corporation COM | $16.4M | 79.3K | 0.7% | ▼−0.5% Reduced · −400 sh | |
| 36 | First TR Exchng Traded FD VI SMITH UNCONSTRAI | $16.4M | 661.4K | 0.7% | ▼−2.1% Reduced · −14K sh | |
| 37 | JPMorgan Chase & Co COM | $16.0M | 54.3K | 0.7% | ▼−1.7% Reduced · −926 sh | |
| 38 | Capital Group Dividend Value SHS CREATION UNI | $15.5M | 365.0K | 0.7% | ▲+9.7% Added · +32K sh | |
| 39 | Berkshire Hathaway Inc Del CL B NEW | $15.1M | 31.5K | 0.7% | ▼−3.0% Reduced · −961 sh | |
| 40 | RBB Fund Trust FIRST EAGLE GBL | $14.6M | 309.6K | 0.6% | ▲New New position | |
| 41 | Kinder Morgan Inc Del COM | $14.5M | 432.2K | 0.6% | ▼−0.9% Reduced · −4K sh | |
| 42 | Emerson Elec Co COM | $14.1M | 107.6K | 0.6% | ▲+6.4% Added · +7K sh | |
| 43 | Dimensional ETF Trust INTERNATNAL VAL | $13.3M | 251.6K | 0.6% | ▲+26% Added · +51K sh | |
| 44 | Phillips 66 COM | $12.7M | 69.8K | 0.6% | ▼−4.7% Reduced · −3K sh | |
| 45 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $12.5M | 476.0K | 0.6% | ▲+4.9% Added · +22K sh | |
| 46 | Select Sector SPDR TR STATE STREET TEC | $12.5M | 93.8K | 0.6% | ▼−17% Reduced · −19K sh | |
| 47 | Abbvie Inc COM | $12.5M | 57.3K | 0.6% | ▲+2.2% Added · +1K sh | |
| 48 | Lockheed Martin Corp COM | $11.4M | 18.9K | 0.5% | ▼−9.3% Reduced · −2K sh | |
| 49 | Verizon Communications Inc COM | $11.4M | 226.5K | 0.5% | ▲+0.6% Added · +1K sh | |
| 50 | Vanguard Index FDS GROWTH ETF | $11.1M | 25.4K | 0.5% | ▲+2.9% Added · +703 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 251 | $709.7M | 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.