VISIONARY HORIZONS, LLC

Est. AUM

$203.0M

13F long equity, this entity only

Positions

128

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LCAP GR ETF	$28.3M	972092	13.95%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$22.0M	388813	10.84%	SOLE
3	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$12.9M	262905	6.34%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$9.5M	86229	4.69%	SOLE
5	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$9.4M	117280	4.66%	SOLE
6	NORTHERN LIGHTS FD TR	TOEWS AGILTY SHS	$6.9M	194950	3.39%	SOLE
7	AMERICAN CENTY ETF TR	US EQT ETF	$6.8M	60927	3.34%	SOLE
8	SSGA ACTIVE ETF TR	STATE STREET DOU	$6.1M	153999	3.01%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	173602	2.87%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$5.8M	10007	2.85%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET IND	$3.8M	23727	1.89%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET UTI	$3.4M	74850	1.69%	SOLE
13	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.5M	13094	1.24%	SOLE
14	SPDR GOLD TR	GOLD SHS	$2.2M	5108	1.08%	SOLE
15	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.2M	37666	1.08%	SOLE
16	NVIDIA CORPORATION	COM	$1.9M	11116	0.96%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	66225	0.95%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	13012	0.94%	SOLE
19	ETF SER SOLUTIONS	APTUS COLLRD INV	$1.9M	44863	0.93%	SOLE
20	ISHARES TR	CORE UNIVRSL USD	$1.8M	38828	0.88%	SOLE
21	ISHARES TR	0-5 YR TIPS ETF	$1.7M	16552	0.84%	SOLE
22	AMGEN INC	COM	$1.7M	4715	0.82%	SOLE
23	MICROSOFT CORP	COM	$1.6M	4420	0.81%	SOLE
24	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.6M	31046	0.79%	SOLE
25	MEDTRONIC PLC	SHS	$1.5M	17831	0.76%	SOLE
26	VANECK ETF TRUST	REAL ASSETS ETF	$1.4M	33930	0.68%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	20277	0.65%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	1992	0.64%	SOLE
29	PALANTIR TECHNOLOGIES INC	CL A	$1.3M	8623	0.62%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	2467	0.58%	SOLE
31	META PLATFORMS INC	CL A	$1.2M	2045	0.58%	SOLE
32	ISHARES U S ETF TR	SHORT DURATION B	$1.1M	22019	0.55%	SOLE
33	HASBRO INC	COM	$1.1M	11255	0.52%	SOLE
34	NORTHROP GRUMMAN CORP	COM	$1.0M	1492	0.50%	SOLE
35	CARDINAL HEALTH INC	COM	$1.0M	4785	0.50%	SOLE
36	T-MOBILE US INC	COM	$962K	4581	0.47%	SOLE
37	FIFTH THIRD BANCORP	COM	$937K	20173	0.46%	SOLE
38	EAST WEST BANCORP INC	COM	$916K	8576	0.45%	SOLE
39	SCHWAB STRATEGIC TR	INTL EQTY ETF	$908K	36680	0.45%	SOLE
40	SCHWAB STRATEGIC TR	US LCAP VA ETF	$857K	28111	0.42%	SOLE
41	THE CIGNA GROUP	COM	$856K	3208	0.42%	SOLE
42	AMERICAN CENTY ETF TR	INTL EQT ETF	$840K	9898	0.41%	SOLE
43	MOTOROLA SOLUTIONS INC	COM NEW	$838K	1929	0.41%	SOLE
44	AUTONATION INC	COM	$817K	4186	0.40%	SOLE
45	LITHIA MTRS INC	COM	$793K	3176	0.39%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET FIN	$785K	15907	0.39%	SOLE
47	DUKE ENERGY CORP NEW	COM NEW	$764K	5834	0.38%	SOLE
48	SOUTHERN CO	COM	$745K	7722	0.37%	SOLE
49	PPG INDS INC	COM	$740K	6925	0.36%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.35%	SOLE

1–50 of 128

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