Visionary Wealth Advisors Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Visionary Wealth Advisors disclosed 613 stock positions valued at approximately $2.53B as of quarter-end June 30, 2026. The largest holdings include APPLE INC, ISHARES TR, and QUANTA SVCS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 613
- Portfolio Value
- $2.53B
Holdings by Sector
Visionary Wealth Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.61% | 403,814 | +2,570 | +0.64% | $116,847,625 |
| ISHARES TR | IVV | Other | 3.40% | 114,825 | +9,514 | +9.03% | $85,991,648 |
| QUANTA SVCS INC | PWR | Industrials | 2.55% | 89,793 | -6,889 | -7.13% | $64,654,569 |
| SCHWAB STRATEGIC TR | SCHX | Other | 2.14% | 1,845,188 | +22,433 | +1.23% | $54,303,889 |
| SCHWAB STRATEGIC TR | SCHF | Other | 2.05% | 1,870,532 | +1,829 | +0.10% | $51,813,723 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.87% | 1,402,726 | +35,732 | +2.61% | $47,468,258 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.78% | 494,417 | +24,348 | +5.18% | $45,095,754 |
| MICROSOFT CORP | MSFT | Technology | 1.73% | 117,678 | +924 | +0.79% | $43,896,327 |
| ISHARES TR | AGG | Other | 1.54% | 393,563 | +23,988 | +6.49% | $38,954,852 |
| CISCO SYS INC | CSCO | Technology | 1.52% | 326,757 | -6,170 | -1.85% | $38,380,863 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.48% | 420,371 | +145,123 | +52.72% | $37,497,117 |
| VANGUARD BD INDEX FDS | BND | Other | 1.25% | 431,049 | +30,335 | +7.57% | $31,643,341 |
| VANGUARD INDEX FDS | VOO | Other | 1.17% | 43,122 | +4,549 | +11.79% | $29,616,439 |
| PIMCO ETF TR | PYLD | Other | 1.13% | 1,082,344 | -80,119 | -6.89% | $28,703,775 |
| ISHARES TR | IWF | Other | 1.07% | 218,923 | +168,228 | +331.84% | $27,183,660 |
| VANGUARD INDEX FDS | VTV | Other | 1.05% | 122,060 | +14,606 | +13.59% | $26,600,582 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.95% | 344,964 | -1,675 | -0.48% | $24,112,982 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.95% | 542,718 | +10,505 | +1.97% | $24,074,958 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.92% | 92,040 | +2,320 | +2.59% | $23,375,407 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.92% | 503,272 | -3,877 | -0.76% | $23,175,696 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.91% | 635,327 | -151,237 | -19.23% | $22,954,351 |
| NVIDIA CORPORATION | NVDA | Technology | 0.89% | 113,070 | +3,322 | +3.03% | $22,624,208 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.85% | 90,458 | +1,466 | +1.65% | $21,559,760 |
| VANGUARD INDEX FDS | VO | Other | 0.85% | 267,589 | +201,726 | +306.28% | $21,559,649 |
| BROADCOM INC | AVGO | Technology | 0.83% | 55,649 | +1,184 | +2.17% | $21,021,283 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.82% | 59,221 | +2,192 | +3.84% | $20,886,119 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.77% | 133,855 | -575 | -0.43% | $19,628,513 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.76% | 100,599 | +6,765 | +7.21% | $19,166,073 |
| WALMART INC | WMT | Consumer Defensive | 0.75% | 167,459 | -994 | -0.59% | $18,966,461 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.75% | 80,014 | +2,644 | +3.42% | $18,932,805 |
Showing 30 of 613 holdings in the latest reporting period.