Visionary Wealth Advisors
$2.3B Assets Reported
657 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 401,244 | $102M | 4.5% |
| IVV | ISHARES TR | 105,311 | $69M | 3.0% |
| PWR | QUANTA SVCS INC | 96,682 | $53M | 2.3% |
| SCHX | SCHWAB STRATEGIC TR | 1,822,755 | $47M | 2.1% |
| SCHF | SCHWAB STRATEGIC TR | 1,868,703 | $46M | 2.0% |
| MSFT | MICROSOFT CORP | 116,754 | $43M | 1.9% |
| SCHG | SCHWAB STRATEGIC TR | 1,366,994 | $40M | 1.8% |
| AVLV | AMERICAN CENTY ETF TR | 470,069 | $38M | 1.7% |
| AGG | ISHARES TR | 369,575 | $37M | 1.6% |
| PYLD | PIMCO ETF TR | 1,162,463 | $30M | 1.3% |
Track Visionary Wealth Advisors's 13F portfolio: $2.3B in reported holdings, 657 positions. Top holdings, AUM, and quarterly changes on SentiSense.