Funds › Visionary Wealth Advisors
Visionary Wealth Advisors
13F for Q3 2026, filed Nov 4, 2026. 688 positions worth $2.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 4, 2026
Reported value
$2.6B
+$21.7M (0.9%) vs Q2 2026
Positions
688
666 in Q2 2026
Top 10 share
24.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 398,199 | $132.6M | 5.2% | -1.4% | 13F ↗ |
| 2 | iShares Tr Core S&P500 Etf | 115,053 | $88.1M | 3.4% | +0.2% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 116,319 | $59.7M | 2.3% | -1.2% | 13F ↗ |
| 4 | PWR Quanta Services, Inc. | 88,761 | $57.0M | 2.2% | -1.1% | 13F ↗ |
| 5 | Schwab Strategic Tr Us Lrg Cap Etf | 1.85M | $55.6M | 2.2% | +0.4% | 13F ↗ |
| 6 | Schwab Strategic Tr Intl Eqty Etf | 1.88M | $51.7M | 2.0% | +0.7% | 13F ↗ |
| 7 | Schwab Strategic Tr Us Lcap Gr Etf | 1.42M | $51.1M | 2.0% | +1.3% | 13F ↗ |
| 8 | American Centy ETF Tr Us Large Cap Vlu | 497,594 | $45.0M | 1.8% | +0.6% | 13F ↗ |
| 9 | American Centy ETF Tr Intl Eqt Etf | 442,136 | $39.8M | 1.6% | +5.2% | 13F ↗ |
| 10 | iShares Tr Core Us Aggbd Et | 398,846 | $37.7M | 1.5% | +1.3% | 13F ↗ |
| 11 | CSCO Cisco Systems, Inc. | 309,040 | $33.3M | 1.3% | -5.4% | 13F ↗ |
| 12 | Vanguard Bd Index Fds Total Bnd Mrkt | 449,344 | $31.5M | 1.2% | +4.2% | 13F ↗ |
| 13 | Vanguard Index Fds S&P 500 Etf Shs | 43,286 | $30.3M | 1.2% | +0.4% | 13F ↗ |
| 14 | Pimco ETF Tr Multisector Bd | 1.17M | $29.8M | 1.2% | +8.4% | 13F ↗ |
| 15 | iShares Tr Rus 1000 Grw Etf | 218,868 | $27.4M | 1.1% | Unchanged | 13F ↗ |
| 16 | NVDA NVIDIA Corporation | 116,432 | $26.6M | 1.0% | +3.0% | 13F ↗ |
| 17 | Vanguard Index Fds Mrngstr Val Etf | 121,870 | $26.3M | 1.0% | -0.2% | 13F ↗ |
| 18 | Innovator Etfs Trust Defined Wlt Shld | 743,442 | $26.0M | 1.0% | +34.7% | 13F ↗ |
| 19 | JNJ Johnson & Johnson | 91,849 | $24.3M | 1.0% | -0.2% | 13F ↗ |
| 20 | Pimco ETF Tr Enhan Shrt Ma Ac | 236,854 | $23.8M | 0.9% | +30.1% | 13F ↗ |
| 21 | AMZN Amazon.com, Inc. | 89,277 | $22.2M | 0.9% | -1.3% | 13F ↗ |
| 22 | Vanguard Index Fds Mrngstr Mid Cap | 269,599 | $21.1M | 0.8% | +0.8% | 13F ↗ |
| 23 | Vanguard Specialized Funds Div App Etf | 88,663 | $20.7M | 0.8% | +10.8% | 13F ↗ |
| 24 | Schwab Strategic Tr Us Sml Cap Etf | 633,848 | $20.7M | 0.8% | -0.2% | 13F ↗ |
| 25 | AVGO Broadcom Inc. | 56,292 | $19.8M | 0.8% | +1.2% | 13F ↗ |
| 26 | J P Morgan Exchange Traded F Income Etf | 436,987 | $19.6M | 0.8% | -13.2% | 13F ↗ |
| 27 | PG Procter & Gamble Company | 133,759 | $19.4M | 0.8% | -0.1% | 13F ↗ |
| 28 | Select Sector Spdr Tr St Str Techn Etf | 95,140 | $18.6M | 0.7% | -5.4% | 13F ↗ |
| 29 | XOM ExxonMobil Holdings Corporation | 112,913 | $18.4M | 0.7% | New | 13F ↗ |
| 30 | HD Home Depot, Inc. | 64,040 | $18.2M | 0.7% | +8.1% | 13F ↗ |
| 31 | Dimensional ETF Trust Us Targeted Vlu | 269,725 | $17.9M | 0.7% | -21.8% | 13F ↗ |
| 32 | EMR Emerson Electric Company | 115,059 | $17.8M | 0.7% | +3.0% | 13F ↗ |
| 33 | JPM JPMorgan Chase & Co. | 53,446 | $17.7M | 0.7% | -1.0% | 13F ↗ |
| 34 | WMT Walmart Inc. | 167,565 | $17.4M | 0.7% | +0.1% | 13F ↗ |
| 35 | CVX Chevron Corporation | 81,972 | $16.7M | 0.7% | +0.8% | 13F ↗ |
| 36 | ORLY O'Reilly Automotive, Inc. | 191,674 | $16.4M | 0.6% | +2.1% | 13F ↗ |
| 37 | ABBV AbbVie Inc. | 60,011 | $15.7M | 0.6% | +0.8% | 13F ↗ |
| 38 | Dimensional ETF Trust Us Cor Equ 2 Etf | 347,093 | $15.4M | 0.6% | -36.0% | 13F ↗ |
| 39 | BRK-B Berkshire Hathaway Inc. Class B | 30,068 | $15.0M | 0.6% | -2.8% | 13F ↗ |
| 40 | Vanguard Index Fds Mrngstr Grwt Etf | 159,143 | $14.3M | 0.6% | +2.6% | 13F ↗ |
| 41 | Vaneck ETF Trust Mrngstr Wde Moat | 133,727 | $14.1M | 0.6% | -4.0% | 13F ↗ |
| 42 | PSX Phillips 66 | 55,225 | $14.1M | 0.6% | -20.8% | 13F ↗ |
| 43 | Capital Group Dividend Value Units | 285,002 | $13.9M | 0.5% | +6.5% | 13F ↗ |
| 44 | KMI Kinder Morgan, Inc. | 457,176 | $13.8M | 0.5% | +4.8% | 13F ↗ |
| 45 | American Centy ETF Tr Us Sml Cp Valu | 111,161 | $13.1M | 0.5% | +3.3% | 13F ↗ |
| 46 | QCOM QUALCOMM Incorporated | 70,332 | $12.9M | 0.5% | -9.1% | 13F ↗ |
| 47 | META Meta Platforms, Inc. | 17,531 | $12.7M | 0.5% | -1.6% | 13F ↗ |
| 48 | Capital Grp Fixed Incm ETF T Core Bond Etf | 501,882 | $12.5M | 0.5% | +2.8% | 13F ↗ |
| 49 | Amplify ETF Tr Cwp Enhanced Div | 268,422 | $12.5M | 0.5% | +6.0% | 13F ↗ |
| 50 | AMGN Amgen Inc. | 29,469 | $12.4M | 0.5% | -0.4% | 13F ↗ |
Showing the top 50 of 688 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
52 new, 288 added to, 288 trimmed, 30 exited, 60 unchanged. By estimated dollars.
New positions (52)
| XOM ExxonMobil Holdings Corporation | 112,913 | New | $18.4M |
| CARR Carrier Global Corporation | 163,188 | New | $9.0M |
| Tortoise Capital Series Trus North Amrcn Pipe | 74,780 | New | $3.0M |
| Innovator Etfs Trust Inde Aut Inc Etf | 99,959 | New | $2.5M |
| Innovator Etfs Trust U S Eq 10 Buffer | 50,250 | New | $1.7M |
| Spdr Series Trust St Inter Etf | 53,989 | New | $1.5M |
| Ea Series Trust Bridgeway Blue | 63,960 | New | $1.1M |
| Spdr Series Trust St Str Sp Aero | 4,113 | New | $951.1K |
| KR Kroger Company | 13,488 | New | $790.6K |
| PYPL PayPal Holdings, Inc. | 13,987 | New | $734.7K |
Added to (288)
| VST Vistra Corp. | 66,048 | +2317% | $8.8M |
| Innovator Etfs Trust Defined Wlt Shld | 743,442 | +34.7% | $6.7M |
| Pimco ETF Tr Enhan Shrt Ma Ac | 236,854 | +30.1% | $5.5M |
| BlackRock ETF Trust II Isha Flex In Etf | 103,803 | +1984% | $5.0M |
| J P Morgan Exchange Traded F Active Bond Etf | 115,545 | +505% | $4.9M |
| Harbor ETF Trust Comm All Wea Etf | 133,594 | +266% | $3.4M |
| Pimco ETF Tr Multisector Bd | 1.17M | +8.4% | $2.3M |
| Trust For Professional Manag Convergence Lng | 73,534 | +929% | $2.3M |
| PEP PepsiCo, Inc. | 84,553 | +25.3% | $2.2M |
| Vanguard Specialized Funds Div App Etf | 88,663 | +10.8% | $2.0M |
Trimmed (288)
| Dimensional ETF Trust Us Cor Equ 2 Etf | 347,093 | -36.0% | -$8.7M |
| First Tr Exchng Traded Fd Vi Smit Unco Bd Etf | 286,308 | -51.5% | -$7.2M |
| DUK Duke Energy Corporation | 16,195 | -79.0% | -$7.0M |
| GSK GSK plc · ADR | 39,906 | -78.0% | -$6.8M |
| Pimco ETF Tr Active Bd Etf | 13,904 | -81.5% | -$5.3M |
| Dimensional ETF Trust Us Targeted Vlu | 269,725 | -21.8% | -$5.0M |
| Ssga Active ETF Tr Etf | 28,164 | -81.5% | -$4.7M |
| Dimensional ETF Trust Us Mktwide Value | 120,401 | -38.1% | -$4.1M |
| PSX Phillips 66 | 55,225 | -20.8% | -$3.7M |
| Dimensional ETF Trust Internatnal Val | 191,522 | -24.6% | -$3.5M |
Exited (30)
| Exxon Mobil Corp | 109,393 | Exited | -$15.0M |
| iShares Tr 10-20 Yr Trs Etf | 14,718 | Exited | -$1.5M |
| Global X Fds Defense Tech Etf | 16,918 | Exited | -$1.0M |
| APP AppLovin Corporation | 1,439 | Exited | -$741.4K |
| Spdr Series Trust St Port High Etf | 27,353 | Exited | -$641.2K |
| WELL Welltower Inc. | 2,578 | Exited | -$585.1K |
| Oneok Inc | 6,367 | Exited | -$553.5K |
| Vanguard Bd Index Fds Short Trm Bond | 5,031 | Exited | -$391.9K |
| Avalonbay Communities Inc Reit | 2,075 | Exited | -$391.5K |
| Tortoise Capital Series Trus Energy Etf | 33,369 | Exited | -$324.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 4, 2026 | 13F-HR | 688 | $2.6B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 666 | $2.5B | Current | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 638 | $2.3B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 608 | $2.2B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 591 | $2.1B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 568 | $2.0B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 541 | $1.7B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer