Venture Visionary Partners LLC

Est. AUM

$3.00B

13F long equity, this entity only

Positions

662

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$96.0M	378124	3.19%	SOLE
2	MICROSOFT CORP	COM	$83.2M	224849	2.77%	SOLE
3	ALPHABET INC	CAP STK CL A	$76.2M	265078	2.54%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$75.2M	130363	2.51%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$74.0M	113809	2.46%	SOLE
6	JPMORGAN CHASE & CO	COM	$73.0M	248263	2.43%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$71.5M	372486	2.38%	SOLE
8	VANGUARD INDEX FDS	GROWTH ETF	$68.0M	155688	2.26%	SOLE
9	AMAZON COM INC	COM	$61.2M	293734	2.04%	SOLE
10	ISHARES TR	IBONDS DEC 2031	$59.7M	2853427	1.99%	SOLE
11	META PLATFORMS INC	CL A	$55.6M	97158	1.85%	SOLE
12	VANGUARD INDEX FDS	MID CAP ETF	$53.4M	185999	1.78%	SOLE
13	NVIDIA CORPORATION	COM	$49.2M	281979	1.64%	SOLE
14	ISHARES TR	IBONDS DEC 29	$34.7M	1493666	1.16%	SOLE
15	RTX CORPORATION	COM	$34.5M	178620	1.15%	SOLE
16	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$33.1M	223217	1.10%	SOLE
17	VISA INC	COM CL A	$31.7M	105015	1.06%	SOLE
18	TIDAL TRUST I	FUNDSTRAT GRANNY	$31.4M	1316615	1.05%	SOLE
19	BROADCOM INC	COM	$30.7M	99028	1.02%	SOLE
20	WALMART INC	COM	$27.4M	220383	0.91%	SOLE
21	VANGUARD INDEX FDS	TOTAL STK MKT	$26.2M	81750	0.87%	SOLE
22	ISHARES TR	IBONDS DEC 2030	$25.6M	1168091	0.85%	SOLE
23	ISHARES TR	CORE MSCI EAFE	$25.0M	275991	0.83%	SOLE
24	VANGUARD INDEX FDS	S&P 500 ETF SHS	$23.7M	39631	0.79%	SOLE
25	ISHARES TR	RUS 1000 VAL ETF	$22.9M	107000	0.76%	SOLE
26	ALPHABET INC	CAP STK CL C	$22.5M	78540	0.75%	SOLE
27	VANGUARD INDEX FDS	VALUE ETF	$22.5M	114775	0.75%	SOLE
28	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$21.0M	684588	0.70%	SOLE
29	ISHARES TR	IBONDS DEC2026	$20.9M	864007	0.70%	SOLE
30	NETFLIX INC.	COM	$20.9M	217463	0.70%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$18.5M	38560	0.62%	SOLE
32	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$17.8M	419364	0.59%	SOLE
33	ARK ETF TR	INNOVATION ETF	$17.5M	258795	0.58%	SOLE
34	WISDOMTREE TR	INDIA ERNGS FD	$17.4M	426639	0.58%	SOLE
35	TESLA INC	COM	$17.2M	46281	0.57%	SOLE
36	CATERPILLAR INC	COM	$17.2M	24243	0.57%	SOLE
37	ISHARES TR	20 YR TR BD ETF	$16.9M	194536	0.56%	SOLE
38	VERTIV HOLDINGS CO	COM CL A	$16.5M	65741	0.55%	SOLE
39	ISHARES TR	CORE S&P500 ETF	$16.4M	25047	0.54%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET TEC	$16.1M	120949	0.54%	SOLE
41	MASTERCARD INCORPORATED	CL A	$16.0M	31991	0.53%	SOLE
42	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$15.8M	141074	0.53%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$15.7M	265472	0.52%	SOLE
44	WISDOMTREE TR	WISDOMTREE US VA	$15.6M	164229	0.52%	SOLE
45	ISHARES TR	CORE S&P SCP ETF	$15.6M	125090	0.52%	SOLE
46	ANDERSONS INC	COM	$15.4M	215049	0.51%	SOLE
47	EXXON MOBIL CORP	COM	$15.4M	90859	0.51%	SOLE
48	WELLTOWER INC	COM	$15.1M	76508	0.50%	SOLE
49	POWELL INDS INC	COM	$15.1M	27904	0.50%	SOLE
50	CHEVRON CORPORATION	COM	$15.1M	72738	0.50%	SOLE

1–50 of 662

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.