Visionary Wealth Advisors

Est. AUM

$2.25B

13F long equity, this entity only

Positions

630

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$101.8M	401244	4.52%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$68.8M	105311	3.05%	SOLE
3	QUANTA SVCS INC	COM	$53.1M	96682	2.35%	SOLE
4	SCHWAB STRATEGIC TR	US LRG CAP ETF	$46.7M	1822755	2.07%	SOLE
5	SCHWAB STRATEGIC TR	INTL EQTY ETF	$46.3M	1868703	2.05%	SOLE
6	MICROSOFT CORP	COM	$43.2M	116754	1.92%	SOLE
7	SCHWAB STRATEGIC TR	US LCAP GR ETF	$39.8M	1366994	1.77%	SOLE
8	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$37.9M	470069	1.68%	SOLE
9	ISHARES TR	CORE US AGGBD ET	$36.7M	369575	1.63%	SOLE
10	PIMCO ETF TR	MULTISECTOR BD	$30.5M	1162463	1.35%	SOLE
11	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$29.5M	400714	1.31%	SOLE
12	CISCO SYS INC	COM	$25.8M	332927	1.15%	SOLE
13	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$23.4M	507149	1.04%	SOLE
14	AMERICAN CENTY ETF TR	INTL EQT ETF	$23.4M	275248	1.04%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$23.0M	38573	1.02%	SOLE
16	SCHWAB STRATEGIC TR	US SML CAP ETF	$22.9M	786564	1.01%	SOLE
17	JOHNSON & JOHNSON	COM	$21.9M	89720	0.97%	SOLE
18	DIMENSIONAL ETF TRUST	US TARGETED VLU	$21.6M	346639	0.96%	SOLE
19	ISHARES TR	RUS 1000 GRW ETF	$21.6M	50695	0.96%	SOLE
20	VANGUARD INDEX FDS	VALUE ETF	$21.1M	107454	0.93%	SOLE
21	WALMART INC	COM	$20.9M	168453	0.93%	SOLE
22	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$20.7M	532213	0.92%	SOLE
23	VANECK ETF TRUST	MRNGSTR WDE MOAT	$19.9M	205555	0.88%	SOLE
24	PROCTER & GAMBLE CO	COM	$19.4M	134430	0.86%	SOLE
25	NVIDIA CORPORATION	COM	$19.1M	109748	0.85%	SOLE
26	VANGUARD INDEX FDS	MID CAP ETF	$18.9M	65863	0.84%	SOLE
27	HOME DEPOT INC	COM	$18.8M	57029	0.83%	SOLE
28	AMAZON COM INC	COM	$18.5M	88992	0.82%	SOLE
29	EXXON MOBIL CORP	COM	$18.2M	107497	0.81%	SOLE
30	PIMCO ETF TR	ENHAN SHRT MA AC	$17.7M	175892	0.78%	SOLE
31	OREILLY AUTOMOTIVE INC	COM	$17.5M	189329	0.78%	SOLE
32	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$17.0M	508624	0.75%	SOLE
33	BROADCOM INC	COM	$16.9M	54465	0.75%	SOLE
34	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$16.6M	77370	0.74%	SOLE
35	CHEVRON CORPORATION	COM	$16.4M	79304	0.73%	SOLE
36	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$16.4M	661363	0.73%	SOLE
37	JPMORGAN CHASE & CO	COM	$16.0M	54250	0.71%	SOLE
38	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$15.5M	365007	0.69%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$15.1M	31462	0.67%	SOLE
40	RBB FUND TRUST	FIRST EAGLE GBL	$14.6M	309612	0.65%	SOLE
41	KINDER MORGAN INC DEL	COM	$14.5M	432168	0.64%	SOLE
42	EMERSON ELEC CO	COM	$14.1M	107559	0.62%	SOLE
43	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$13.3M	251561	0.59%	SOLE
44	PHILLIPS 66	COM	$12.7M	69768	0.56%	SOLE
45	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$12.5M	476018	0.55%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET TEC	$12.5M	93834	0.55%	SOLE
47	ABBVIE INC	COM	$12.5M	57274	0.55%	SOLE
48	LOCKHEED MARTIN CORP	COM	$11.4M	18853	0.51%	SOLE
49	VERIZON COMMUNICATIONS INC	COM	$11.4M	226484	0.50%	SOLE
50	AMPLIFY ETF TR	CWP ENHANCED DIV	$11.1M	246888	0.49%	SOLE

1–50 of 630

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