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Visionary Horizons

Latest statistics and disclosures from Visionary Horizons's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, SPYV, FNDF, AVEM, AVUV, and represent 41.24% of Visionary Horizons's stock portfolio.
Added to shares of these 10 stocks: DFCF, SPYM, FNDF, PULS, AVEM, ARTY, IUSB, BINC, DYNF, CRM.
Started 12 new stock positions in ARTY, PULS, BALI, CRWD, QCOM, WMT, CRM, XLE, UWMC, HSY. VTRS, AA.
Reduced shares in these 10 stocks: SPYV, , DFAC, ANET, ALL, ES, AVUS, DVYA, APTV, .
Sold out of its positions in ALL, ANET, AXSM, DFAC, ES, GE, IEF, LAD, ORCL, RIVN. SPAB, KRE, APTV.
Visionary Horizons was a net buyer of stock by $11M.
Visionary Horizons has $251M in assets under management (AUM), dropping by 4.91%.
Central Index Key (CIK): 0002003615

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Positions held by Visionary Horizons consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Visionary Horizons

Visionary Horizons holds 144 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	14.0	$35M		977k	35.93	View chart
Spdr Series Trust St Str P500val (SPYV)	9.2	$23M	-3%	376k	61.13	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	7.4	$19M	+7%	344k	53.75	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.5	$14M	+5%	147k	94.02	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.2	$13M		112k	117.77	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	3.4	$8.6M	+3%	217k	39.47	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.0	$7.6M	-4%	59k	128.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$7.0M		9.5k	739.80	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	2.4	$6.1M		190k	32.28	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	2.2	$5.6M		151k	37.42	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	2.2	$5.6M	+660%	141k	40.12	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	1.8	$4.6M		28k	166.98	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.5	$3.7M	+333%	41k	89.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$3.5M	+13%	50k	69.26	View chart
Pacer Fds Tr Us Export Lead (PEXL)	1.4	$3.4M	+7%	46k	73.84	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.2	$2.9M	+28%	66k	44.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$2.8M		13k	208.03	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$2.7M	+10%	7.2k	380.87	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	1.1	$2.7M		57k	46.92	View chart
NVIDIA Corporation (NVDA)	1.0	$2.6M		12k	228.39	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.0	$2.5M	+24%	48k	50.79	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$2.2M		22k	99.70	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.8	$2.1M	+2%	14k	150.73	View chart
Microsoft Corporation (MSFT)	0.8	$2.0M		3.9k	512.90	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.7	$1.8M	-3%	64k	28.67	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.7	$1.8M	+9%	37k	49.86	View chart
Palantir Technologies Cl A (PLTR)	0.7	$1.6M		8.8k	187.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$1.4M	+6%	52k	27.47	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.5	$1.3M	+5%	74k	18.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$1.3M	+5%	40k	33.31	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.5	$1.3M	-4%	33k	39.83	View chart
Meta Platforms Cl A (META)	0.5	$1.3M	+2%	1.8k	725.42	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$1.3M	+2%	6.2k	207.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.2M		2.5k	497.95	View chart
Amgen (AMGN)	0.5	$1.2M	-11%	2.7k	421.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.1M		1.4k	763.05	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.4	$1.1M	+6%	45k	23.87	View chart
Apple (AAPL)	0.4	$1.0M	+2%	3.0k	333.03	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$964k	+4%	23k	41.43	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.4	$951k	+28%	11k	84.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$946k	+7%	3.6k	264.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$941k	+6%	28k	34.02	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.4	$910k	+5%	23k	39.18	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$897k	-9%	23k	39.44	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$836k	-7%	9.3k	90.11	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$826k	NEW	17k	49.46	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.3	$820k	+6%	30k	27.17	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$816k	+2%	15k	53.40	View chart
Medtronic SHS (MDT)	0.3	$790k	-6%	9.2k	86.29	View chart
Newmont Mining Corporation (NEM)	0.3	$776k	+2%	6.7k	115.35	View chart
Cardinal Health (CAH)	0.3	$774k		3.5k	222.54	View chart
Home Depot (HD)	0.3	$760k		2.7k	284.57	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$747k		1.00	747005.00	View chart
Intel Corporation (INTC)	0.3	$745k	-4%	6.2k	120.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$737k	+30%	962.00	766.20	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$710k		18k	39.39	View chart
Target Corporation (TGT)	0.3	$703k		4.5k	156.69	View chart
Southern Company (SO)	0.3	$700k	+3%	8.4k	82.89	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$681k	+6%	17k	39.06	View chart
Duke Energy Corp Com New (DUK)	0.3	$667k	+8%	5.8k	114.01	View chart
East West Ban (EWBC)	0.3	$665k	-9%	5.4k	123.93	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.3	$665k	NEW	8.5k	78.33	View chart
Novartis Sponsored Adr (NVS)	0.3	$664k		4.7k	142.58	View chart
Ishares Msci France Etf (EWQ)	0.3	$661k		16k	42.60	View chart
Verizon Communications (VZ)	0.3	$651k	+2%	14k	45.87	View chart
Hasbro (HAS)	0.3	$640k	-8%	7.3k	87.69	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$637k		17k	37.61	View chart
Gilead Sciences (GILD)	0.3	$629k	-2%	4.2k	149.05	View chart
Devon Energy Corporation (DVN)	0.2	$624k	-3%	14k	46.04	View chart
Amazon (AMZN)	0.2	$610k	+52%	2.4k	249.21	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$608k	+6%	12k	50.21	View chart
Chevron Corporation (CVX)	0.2	$605k		3.0k	204.26	View chart
Anthem (ELV)	0.2	$588k		1.5k	388.82	View chart
Cigna Corp (CI)	0.2	$581k	-2%	2.1k	271.85	View chart
Kimco Realty Corporation (KIM)	0.2	$555k		25k	22.21	View chart
Tesla Motors (TSLA)	0.2	$549k		1.5k	354.83	View chart
Northrop Grumman Corporation (NOC)	0.2	$529k	-6%	1.1k	483.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$505k		1.5k	344.12	View chart
Metropcs Communications (TMUS)	0.2	$498k		3.1k	163.11	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.2	$486k		10k	46.53	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$481k	+32%	3.2k	150.89	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$480k	-5%	4.4k	108.70	View chart
Procter & Gamble Company (PG)	0.2	$472k		3.2k	145.28	View chart
AutoNation (AN)	0.2	$470k	-4%	3.0k	157.44	View chart
Howmet Aerospace (HWM)	0.2	$466k		2.1k	226.20	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$459k		5.4k	85.43	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$456k	+7%	9.2k	49.74	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$451k	-4%	3.5k	128.93	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$446k	+8%	7.1k	62.73	View chart
Sellas Life Sciences Group I Com New (SLS)	0.2	$443k		36k	12.31	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$429k	-23%	11k	39.88	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$426k	+4%	2.2k	195.76	View chart
Broadcom (AVGO)	0.2	$418k	-5%	1.2k	351.33	View chart
Motorola Solutions Com New (MSI)	0.2	$412k		923.00	446.41	View chart
Emerson Electric (EMR)	0.2	$411k		2.6k	155.15	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$409k	-3%	7.4k	55.31	View chart
Becton, Dickinson and (BDX)	0.2	$401k		2.2k	179.00	View chart
Ssga Active Tr St Str Total Etf (STOT)	0.2	$399k	+2%	8.6k	46.34	View chart
Extra Space Storage (EXR)	0.2	$396k		3.0k	131.51	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$390k	+6%	215.00	1811.74	View chart
salesforce (CRM)	0.2	$382k	NEW	1.7k	229.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$382k	+4%	1.1k	340.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$377k	-4%	4.5k	82.97	View chart
Saba Capital Income & Opport Com New (SABA)	0.1	$367k	+5%	46k	7.97	View chart
Morgan Stanley Com New (MS)	0.1	$355k		1.9k	188.15	View chart
T. Rowe Price (TROW)	0.1	$352k		3.4k	104.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$350k	+4%	3.6k	96.88	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.1	$344k	+19%	13k	27.49	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$334k		2.3k	146.97	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.1	$329k	+2%	860.00	382.32	View chart
American Tower Reit (AMT)	0.1	$328k		2.0k	163.69	View chart
Qualcomm (QCOM)	0.1	$318k	NEW	1.7k	184.05	View chart
Ishares Asia/pac Div Etf (DVYA)	0.1	$316k	-51%	6.3k	49.84	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$316k		3.6k	87.80	View chart
Hershey Company (HSY)	0.1	$304k	NEW	1.9k	157.61	View chart
Edison International (EIX)	0.1	$294k	+2%	5.5k	53.73	View chart
Totalenergies Se Act (TTE)	0.1	$290k	+3%	3.4k	85.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$289k		1.0k	278.08	View chart
McKesson Corporation (MCK)	0.1	$284k	+2%	333.00	853.85	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$282k	+2%	3.7k	75.41	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$275k		3.1k	90.14	View chart
Wal-Mart Stores (WMT)	0.1	$269k	NEW	2.6k	103.95	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$268k	+14%	5.2k	51.89	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$268k	-5%	2.4k	112.24	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$267k	+26%	1.4k	193.87	View chart
Msci (MSCI)	0.1	$266k	-4%	494.00	539.06	View chart
CBOE Holdings (CBOE)	0.1	$263k	-42%	954.00	275.48	View chart
State Street Corporation (STT)	0.1	$263k		1.5k	174.59	View chart
Alcoa (AA)	0.1	$261k	NEW	6.2k	42.00	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.1	$258k		1.7k	152.55	View chart
Micron Technology (MU)	0.1	$247k	-21%	232.00	1065.24	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$245k	-19%	1.7k	146.51	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$244k	NEW	7.1k	34.46	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$227k		5.4k	41.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$224k	NEW	844.00	264.77	View chart
Fifth Third Ban (FITB)	0.1	$222k	-20%	4.4k	50.58	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$212k	NEW	3.4k	61.51	View chart
Walt Disney Company (DIS)	0.1	$212k	-5%	2.0k	104.90	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$211k		978.00	216.19	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.1	$191k		18k	10.54	View chart
Viatris (VTRS)	0.1	$188k	NEW	11k	17.72	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$188k		14k	13.43	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.1	$132k	-6%	12k	11.05	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$21k	NEW	18k	1.18	View chart

Past Filings by Visionary Horizons

SEC 13F filings are viewable for Visionary Horizons going back to 2023

Visionary Horizons 2026 Q3 filed Oct. 22, 2026
Visionary Horizons 2026 Q2 filed July 16, 2026
Visionary Horizons 2026 Q1 filed April 17, 2026
Visionary Horizons 2025 Q4 filed Jan. 23, 2026
Visionary Horizons 2025 Q3 filed Oct. 23, 2025
Visionary Horizons 2025 Q2 filed July 22, 2025
Visionary Horizons 2025 Q1 filed April 15, 2025
Visionary Horizons 2024 Q4 filed Jan. 28, 2025
Visionary Horizons 2024 Q3 filed Oct. 29, 2024
Visionary Horizons 2024 Q2 filed Aug. 2, 2024
Visionary Horizons 2024 Q1 filed April 15, 2024
Visionary Horizons 2023 Q4 filed Jan. 23, 2024

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