Q2 2026 13F · SEC CIK 1802984

Visionary Wealth Advisors

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.5B
Reported positions: 666
Top holdings a year, 3 yrs: +16.4%
Assets under management: $3.5B

Visionary Wealth Advisors is a wealth manager that reported 666 positions worth $2.5B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Apple Inc (AAPL, 4.6%), Ishares Tr (IVV, 3.4%), Quanta Svcs Inc (PWR, 2.6%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 20.4% for the S&P 500.

Visionary Wealth Advisors holdings largest 50 of 666 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Visionary Wealth Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.6%	4.5%	403,814	+0.6%	$116.8M
IVVIshares Tr	3.4%	3.0%	114,825	+9.0%	$86.0M
PWRQuanta Svcs Inc	2.6%	2.3%	89,793	-7.1%	$64.7M
SCHXSchwab Strategic Tr	2.1%	2.1%	1,845,188	+1.2%	$54.3M
SCHFSchwab Strategic Tr	2.0%	2.0%	1,870,532	+0.1%	$51.8M
SCHGSchwab Strategic Tr	1.9%	1.8%	1,402,726	+2.6%	$47.5M
AVLVAmerican Centy ETF Tr	1.8%	1.7%	494,417	+5.2%	$45.1M
MSFTMicrosoft Corp	1.7%	1.9%	117,678	+0.8%	$43.9M
AGGIshares Tr	1.5%	1.6%	393,563	+6.5%	$39.0M
CSCOCisco Sys Inc	1.5%	1.1%	326,757	-1.9%	$38.4M
AVDEAvantis International Equity ETF	1.5%	1.0%	420,371	+52.7%	$37.5M
BNDVanguard Bd Index Fds	1.2%	1.3%	431,049	+7.6%	$31.6M
VOOVanguard Index Fds	1.2%	1.0%	43,122	+11.8%	$29.6M
PYLDPimco ETF Tr	1.1%	1.3%	1,082,344	-6.9%	$28.7M
IWFIshares Tr	1.1%	1.0%	218,923	+331.8%	$27.2M
VTVVanguard Index Fds	1.1%	0.9%	122,060	+13.6%	$26.6M
DFATDimensional ETF Trust	1.0%	1.0%	344,964	-0.5%	$24.1M
DFACDimensional ETF Trust	1.0%	0.9%	542,718	+2.0%	$24.1M
JNJJohnson & Johnson	0.9%	1.0%	92,040	+2.6%	$23.4M
JPIEJpmorgan Income ETF	0.9%	1.0%	503,272	-0.8%	$23.2M
SCHASchwab Strategic Tr	0.9%	1.0%	635,327	-19.2%	$23.0M
NVDANvidia Corporation	0.9%	0.8%	113,070	+3.0%	$22.6M
AMZNAmazon Com Inc	0.9%	0.8%	90,458	+1.6%	$21.6M
VOVanguard Index Fds	0.9%	0.8%	267,589	+306.3%	$21.6M
AVGOBroadcom Inc	0.8%	0.7%	55,649	+2.2%	$21.0M
HDHome Depot Inc	0.8%	0.8%	59,221	+3.8%	$20.9M
PGProcter & Gamble Co	0.8%	0.9%	133,855	-0.4%	$19.6M
XLKSelect Sector Spdr Tr	0.8%	0.6%	100,599	+7.2%	$19.2M
WMTWalmart Inc	0.7%	0.9%	167,459	-0.6%	$19.0M
VIGVanguard Specialized Funds	0.7%	0.7%	80,014	+3.4%	$18.9M
BALTInnovator Etfs Trust	0.7%	0.8%	552,027	+8.5%	$18.9M
MINTPimco Enhanced Short Maturity Active Exc	0.7%	0.8%	182,111	+3.5%	$18.4M
JPMJpmorgan Chase & Co	0.7%	0.7%	53,977	-0.5%	$17.7M
ORLYOreilly Automotive Inc	0.7%	0.8%	187,792	-0.8%	$17.3M
EMREmerson Elec Co	0.6%	0.6%	111,684	+3.8%	$16.0M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	30,924	-1.7%	$15.5M
ABBVAbbvie Inc	0.6%	0.6%	59,531	+3.9%	$15.0M
XOMExxon Mobil Corp	0.6%	0.8%	109,393	+1.8%	$15.0M
UCONFirst Tr Exchng Traded Fd Vi	0.6%	0.7%	590,042	-10.8%	$14.7M
MOATVaneck Morningstar Wide Moat ETF	0.6%	0.9%	139,301	-32.2%	$14.5M
QCOMQualcomm Inc	0.6%	—	77,348	—	$14.3M
KMIKinder Morgan Inc Del	0.6%	0.6%	436,280	+1.0%	$13.9M
DFIVDimensional ETF Trust	0.5%	0.6%	253,952	+1.0%	$13.7M
CVXChevron Corporation	0.5%	0.7%	81,320	+2.5%	$13.5M
JCPBJ P Morgan Exchange Traded F	0.5%	—	286,118	—	$13.4M
AVUVAmerican Centy ETF Tr	0.5%	—	107,612	—	$13.4M
VUGVanguard Index Fds	0.5%	0.5%	155,148	+512.0%	$13.4M
CGDVCapital Group Dividend Value	0.5%	0.7%	267,572	-26.7%	$13.2M
BNYBank of Ny Mellon Corp	0.5%	—	90,673	—	$13.1M
CGCBCapital Grp Fixed Incm ETF T	0.5%	0.6%	487,994	+2.5%	$12.8M

What Visionary Wealth Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+512.0% shares
IWF Ishares Tr+331.8% shares
VO Vanguard Index Fds+306.3% shares
AVDE Avantis International Equity ETF+52.7% shares
VTV Vanguard Index Fds+13.6% shares
VOO Vanguard Index Fds+11.8% shares
IVV Ishares Tr+9.0% shares
BALT Innovator Etfs Trust+8.5% shares

Reduced

MOAT Vaneck Morningstar Wide Moat ETF-32.2% shares
CGDV Capital Group Dividend Value-26.7% shares
SCHA Schwab Strategic Tr-19.2% shares
UCON First Tr Exchng Traded Fd Vi-10.8% shares
PWR Quanta Svcs Inc-7.1% shares
PYLD Pimco ETF Tr-6.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.9% /yr; S&P 500 +20.1%
3 years: +16.4% /yr; S&P 500 +20.4%
5 years: +8.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.5B	666
Q1 2026	$2.3B	638
Q4 2025	$2.2B	607
Q3 2025	$2.1B	591
Q2 2025	$2.0B	568
Q1 2025	$1.7B	541
Q4 2024	$1.7B	534
Q3 2024	$1.6B	533
Q2 2024	$1.5B	504
Q1 2024	$1.5B	483
Q4 2023	$1.4B	474
Q3 2023	$1.2B	445

Questions about Visionary Wealth Advisors's portfolio

What stocks does Visionary Wealth Advisors own?

Visionary Wealth Advisors's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 666 positions worth $2.5B. The largest are Apple Inc (AAPL) at 4.6%, Ishares Tr (IVV) at 3.4%, Quanta Svcs Inc (PWR) at 2.6%, Schwab Strategic Tr (SCHX) at 2.1% and Schwab Strategic Tr (SCHF) at 2.0%.

What did Visionary Wealth Advisors buy last quarter?

In Q2 2026, Visionary Wealth Advisors added Vanguard Index Fds (VUG) (+512.0% shares), Ishares Tr (IWF) (+331.8% shares) and Vanguard Index Fds (VO) (+306.3% shares), compared with its Q1 2026 filing.

What did Visionary Wealth Advisors sell last quarter?

In Q2 2026, Visionary Wealth Advisors cut from its top 50 Rbb Fund Trust (FEGE), cut from its top 50 Phillips 66 (PSX), cut from its top 50 Lockheed Martin Corp (LMT), cut from its top 50 Verizon Communications Inc (VZ), Vaneck Morningstar Wide Moat ETF (MOAT) (-32.2% shares), Capital Group Dividend Value (CGDV) (-26.7% shares) and Schwab Strategic Tr (SCHA) (-19.2% shares), compared with its Q1 2026 filing.

How has Visionary Wealth Advisors's portfolio performed?

A portfolio copying Visionary Wealth Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.9% against +20.1%. Over 5 years: +8.9% a year against +11.6%.

When is Visionary Wealth Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Visionary Wealth Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Visionary Wealth Advisors manage?

Visionary Wealth Advisors reported $3.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.5B.