Visionary Wealth Advisors

13F filer · CIK 0001802984

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$2.53BU.S. long equity reported on 13F

Positions29332 new · 19 closed

Net flow last quarter+$17.9MBuys minus sells

Top 10 positions weight15.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026293 positions
AAPLApple Inc.	$117M	4.61%	0.00%	+0.6%	Q4 2019
PWRQuanta Services, Inc.	$64.7M	2.55%	0.06%	-7.1%	Q4 2019
MSFTMicrosoft Corp	$43.9M	1.73%	0.00%	+0.8%	Q4 2019
CSCOCisco Systems, Inc.	$38.4M	1.52%	0.01%	-1.9%	Q4 2019
JNJJohnson & Johnson	$23.4M	0.92%	0.00%	+2.6%	Q4 2019
NVDANvidia Corp	$22.6M	0.89%	0.00%	+3.0%	Q1 2020
AMZNAmazon Com Inc	$21.6M	0.85%	0.00%	+1.7%	Q4 2019
AVGOBroadcom Inc.	$21M	0.83%	0.00%	+2.2%	Q4 2019
HDHome Depot, Inc.	$20.9M	0.82%	0.01%	+3.8%	Q4 2019
PGPROCTER & GAMBLE Co	$19.6M	0.77%	0.01%	-0.4%	Q4 2019
WMTWalmart Inc.	$19M	0.75%	0.00%	-0.6%	Q4 2019
BALTBaltic Trading Ltd	$18.9M	0.75%	Not reported	+8.5%	Q3 2022
JPMJPMorgan Chase & Co	$17.7M	0.70%	0.00%	-0.5%	Q4 2019
ORLYO Reilly Automotive Inc	$17.3M	0.68%	0.02%	-0.8%	Q3 2021
EMREmerson Electric Co	$16M	0.63%	0.02%	+3.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$15.5M	0.61%	Not reported	-1.7%	Q4 2019
ABBVAbbVie Inc.	$15M	0.59%	0.00%	+3.9%	Q4 2019
XOMExxonMobil Holdings Corp	$15M	0.59%	0.00%	+1.8%	Q4 2019
QCOMQualcomm Inc	$14.3M	0.56%	0.01%	+1.4%	Q4 2019
KMIKinder Morgan, Inc.	$13.9M	0.55%	0.02%	+1.0%	Q4 2019
CVXChevron Corp	$13.5M	0.53%	0.00%	+2.5%	Q4 2019
BNYBank of New York Mellon Corp	$13.1M	0.52%	0.01%	+0.6%	Q2 2021
MOAltria Group, Inc.	$12.4M	0.49%	0.01%	+3.7%	Q4 2019
MUMicron Technology Inc	$11.9M	0.47%	0.00%	+9.5%	Q4 2020
PSXPhillips 66	$11.8M	0.47%	0.02%	0.0%	Q4 2019
GOOGAlphabet Inc.	$11M	0.43%	Not reported	+3.6%	Q4 2019
TSLATesla, Inc.	$10.9M	0.43%	0.00%	+0.2%	Q3 2020
SOSouthern Co	$10.7M	0.42%	0.01%	+4.9%	Q4 2019
AMGNAmgen Inc	$10.7M	0.42%	0.01%	+3.9%	Q4 2019
LMTLockheed Martin Corp	$10.4M	0.41%	0.01%	+7.8%	Q4 2019
METAMeta Platforms, Inc.	$10M	0.40%	Not reported	+4.9%	Q4 2019
VZVerizon Communications Inc	$10M	0.39%	0.01%	+4.2%	Q4 2019
DFAXGulf Resources, Inc.	$9.98M	0.39%	Not reported	+41.6%	Q4 2022
NEENextera Energy Inc	$9.96M	0.39%	0.01%	+3.1%	Q4 2019
NSSCNapco Security Technologies, Inc	$9.96M	0.39%	0.73%	0.0%	Q4 2019
DUKDuke Energy CORP	$9.77M	0.39%	0.01%	+2.8%	Q4 2019
MCDMcdonalds Corp	$9.6M	0.38%	0.01%	+437.7%	Q4 2019
RTXRTX Corp	$9.52M	0.38%	0.00%	+3.5%	Q2 2020
GSKGSK plc	$9.49M	0.37%	0.00%	+3.2%	Q4 2019
PEPPepsico Inc	$9.13M	0.36%	0.00%	+6.2%	Q4 2019
KOCoca Cola Co	$8.18M	0.32%	0.00%	-0.3%	Q4 2019
URIUnited Rentals, Inc.	$7.68M	0.30%	0.01%	-0.1%	Q2 2025
GOOGLAlphabet Inc.	$7.63M	0.30%	0.00%	+1.1%	Q4 2019
ULBIUltralife Corp	$7.01M	0.28%	6.66%	+0.3%	Q4 2019
PARPar Technology Corp	$6.84M	0.27%	0.95%	+9.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$6.72M	0.27%	Not reported	+0.4%	Q4 2019
AMDAdvanced Micro Devices Inc	$6.42M	0.25%	0.00%	-12.3%	Q2 2021
CSPICSP Inc	$6.36M	0.25%	7.96%	+2.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$6.2M	0.24%	Not reported	-4.6%	Q4 2019
LLYELI LILLY & Co	$6.11M	0.24%	0.00%	+3.9%	Q4 2019

Q1 2026Reported May 13, 2026278 positions
AAPLApple Inc.	$102M	4.51%	0.00%	+0.7%	Q4 2019
PWRQuanta Services, Inc.	$53.1M	2.35%	0.06%	-5.0%	Q4 2019
MSFTMicrosoft Corp	$43.2M	1.91%	0.00%	+4.6%	Q4 2019
CSCOCisco Systems, Inc.	$25.8M	1.14%	0.01%	+0.1%	Q4 2019
JNJJohnson & Johnson	$21.9M	0.97%	0.00%	-5.8%	Q4 2019
WMTWalmart Inc.	$20.9M	0.93%	0.00%	-2.8%	Q4 2019
PGPROCTER & GAMBLE Co	$19.4M	0.86%	0.01%	+1.0%	Q4 2019
NVDANvidia Corp	$19.1M	0.85%	0.00%	+1.5%	Q1 2020
HDHome Depot, Inc.	$18.8M	0.83%	0.01%	+3.5%	Q4 2019
AMZNAmazon Com Inc	$18.5M	0.82%	0.00%	+3.7%	Q4 2019
XOMExxonMobil Holdings Corp	$18.2M	0.81%	0.00%	-6.6%	Q4 2019
ORLYO Reilly Automotive Inc	$17.5M	0.77%	0.02%	-0.6%	Q3 2021
BALTBaltic Trading Ltd	$17M	0.75%	Not reported	+36.5%	Q3 2022
AVGOBroadcom Inc.	$16.9M	0.75%	0.00%	+0.9%	Q4 2019
CVXChevron Corp	$16.4M	0.73%	0.00%	-0.5%	Q4 2019
JPMJPMorgan Chase & Co	$16M	0.71%	0.00%	-1.7%	Q4 2019
BRK.BBerkshire Hathaway Inc	$15.1M	0.67%	Not reported	-3.0%	Q4 2019
KMIKinder Morgan, Inc.	$14.5M	0.64%	0.02%	-0.9%	Q4 2019
EMREmerson Electric Co	$14.1M	0.62%	0.02%	+6.4%	Q4 2019
PSXPhillips 66	$12.7M	0.56%	0.02%	-4.7%	Q4 2019
ABBVAbbVie Inc.	$12.5M	0.55%	0.00%	+2.2%	Q4 2019
LMTLockheed Martin Corp	$11.4M	0.50%	0.01%	-9.3%	Q4 2019
VZVerizon Communications Inc	$11.4M	0.50%	0.01%	+0.6%	Q4 2019
MOAltria Group, Inc.	$11M	0.49%	0.01%	+1.3%	Q4 2019
BNYBank of New York Mellon Corp	$10.7M	0.47%	0.01%	-1.4%	Q2 2021
NSSCNapco Security Technologies, Inc	$10.3M	0.46%	0.73%	0.0%	Q4 2019
SOSouthern Co	$10.3M	0.46%	0.01%	+5.9%	Q4 2019
NEENextera Energy Inc	$10.2M	0.45%	0.01%	-3.6%	Q4 2019
AMGNAmgen Inc	$10M	0.44%	0.01%	-4.9%	Q4 2019
PEPPepsico Inc	$9.87M	0.44%	0.00%	+1.9%	Q4 2019
DUKDuke Energy CORP	$9.83M	0.43%	0.01%	+5.1%	Q4 2019
QCOMQualcomm Inc	$9.82M	0.43%	0.01%	+18.7%	Q4 2019
METAMeta Platforms, Inc.	$9.72M	0.43%	Not reported	+1.7%	Q4 2019
GSKGSK plc	$9.69M	0.43%	0.00%	-16.1%	Q4 2019
TSLATesla, Inc.	$9.62M	0.43%	0.00%	Not reported	Q3 2020
RTXRTX Corp	$9.35M	0.41%	0.00%	-12.1%	Q2 2020
GOOGAlphabet Inc.	$8.59M	0.38%	Not reported	+0.6%	Q4 2019
ADPAutomatic Data Processing Inc	$8.28M	0.37%	0.01%	+44.6%	Q2 2022
KOCoca Cola Co	$7.67M	0.34%	0.00%	-0.6%	Q4 2019
ULBIUltralife Corp	$7.21M	0.32%	6.64%	+1.5%	Q4 2019
CSPICSP Inc	$6.79M	0.30%	7.79%	+2.6%	Q4 2019
DFAXGulf Resources, Inc.	$6.49M	0.29%	Not reported	+0.8%	Q4 2022
AEMAgnico Eagle Mines Ltd	$6.4M	0.28%	0.01%	-0.9%	Q4 2019
GOOGLAlphabet Inc.	$6.07M	0.27%	0.00%	-1.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$5.67M	0.25%	Not reported	+13.8%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$5.24M	0.23%	Not reported	+5.7%	Q4 2019
URIUnited Rentals, Inc.	$4.94M	0.22%	0.01%	-0.1%	Q2 2025
PARPar Technology Corp	$4.8M	0.21%	0.87%	+2.9%	Q4 2019
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$4.74M	0.21%	Not reported	-2.4%	Q1 2024
GLDSPDR Gold Trust	$4.72M	0.21%	0.00%	-13.4%	Q4 2019

Q4 2025Reported Feb 13, 2026269 positions
AAPLApple Inc.	$108M	4.88%	0.00%	-2.6%	Q4 2019
MSFTMicrosoft Corp	$54M	2.43%	0.00%	+0.4%	Q4 2019
PWRQuanta Services, Inc.	$42.9M	1.93%	0.07%	-1.5%	Q4 2019
CSCOCisco Systems, Inc.	$25.6M	1.15%	0.01%	-2.7%	Q4 2019
NVDANvidia Corp	$20.2M	0.91%	0.00%	-5.9%	Q1 2020
AMZNAmazon Com Inc	$19.8M	0.89%	0.00%	+3.6%	Q4 2019
JNJJohnson & Johnson	$19.7M	0.89%	0.00%	-0.7%	Q4 2019
WMTWalmart Inc.	$19.3M	0.87%	0.00%	+1.3%	Q4 2019
PGPROCTER & GAMBLE Co	$19.1M	0.86%	0.01%	-1.1%	Q4 2019
HDHome Depot, Inc.	$19M	0.85%	0.01%	-1.7%	Q4 2019
AVGOBroadcom Inc.	$18.7M	0.84%	0.00%	-1.4%	Q4 2019
JPMJPMorgan Chase & Co	$17.8M	0.80%	0.00%	-0.9%	Q4 2019
ORLYO Reilly Automotive Inc	$17.4M	0.78%	0.02%	-2.4%	Q3 2021
BRK.BBerkshire Hathaway Inc	$16.3M	0.73%	Not reported	-1.4%	Q4 2019
XOMExxonMobil Holdings Corp	$13.8M	0.62%	0.00%	+1.6%	Q4 2019
EMREmerson Electric Co	$13.4M	0.60%	0.02%	+128.2%	Q4 2019
ABBVAbbVie Inc.	$12.8M	0.58%	0.00%	-2.2%	Q4 2019
PARPar Technology Corp	$12.7M	0.57%	0.86%	+7.1%	Q4 2019
BALTBaltic Trading Ltd	$12.5M	0.56%	Not reported	+17.2%	Q3 2022
CVXChevron Corp	$12.1M	0.55%	0.00%	+1.3%	Q4 2019
KMIKinder Morgan, Inc.	$12M	0.54%	0.02%	-0.2%	Q4 2019
TSLATesla, Inc.	$11.6M	0.52%	0.00%	-2.3%	Q3 2020
METAMeta Platforms, Inc.	$11M	0.50%	Not reported	-0.2%	Q4 2019
QCOMQualcomm Inc	$11M	0.50%	0.01%	+0.6%	Q4 2019
NSSCNapco Security Technologies, Inc	$10.9M	0.49%	0.74%	+1.5%	Q4 2019
BNYBank of New York Mellon Corp	$10.6M	0.48%	0.01%	-3.3%	Q2 2021
GSKGSK plc	$10.3M	0.46%	0.00%	-1.9%	Q4 2019
RTXRTX Corp	$10.1M	0.46%	0.00%	-2.0%	Q2 2020
LMTLockheed Martin Corp	$10M	0.45%	0.01%	+1.8%	Q4 2019
AMGNAmgen Inc	$9.8M	0.44%	0.01%	-0.5%	Q4 2019
CSPICSP Inc	$9.56M	0.43%	7.72%	+2.4%	Q4 2019
MOAltria Group, Inc.	$9.48M	0.43%	0.01%	+2.3%	Q4 2019
PSXPhillips 66	$9.45M	0.43%	0.02%	-0.5%	Q4 2019
GOOGAlphabet Inc.	$9.34M	0.42%	Not reported	+0.5%	Q4 2019
NEENextera Energy Inc	$9.17M	0.41%	0.01%	-0.9%	Q4 2019
VZVerizon Communications Inc	$9.17M	0.41%	0.01%	+3.0%	Q4 2019
PEPPepsico Inc	$8.95M	0.40%	0.00%	+0.4%	Q4 2019
SOSouthern Co	$8.8M	0.40%	0.01%	+1.7%	Q4 2019
DUKDuke Energy CORP	$8.37M	0.38%	0.01%	+2.2%	Q4 2019
ADPAutomatic Data Processing Inc	$7.25M	0.33%	0.01%	+4.5%	Q2 2022
KOCoca Cola Co	$7.1M	0.32%	0.00%	+0.6%	Q4 2019
GOOGLAlphabet Inc.	$6.7M	0.30%	0.00%	+0.7%	Q4 2019
ULBIUltralife Corp	$6.24M	0.28%	6.55%	-0.4%	Q4 2019
DFAXGulf Resources, Inc.	$6.21M	0.28%	Not reported	+10.5%	Q4 2022
IBITiShares Bitcoin Trust ETF	$5.94M	0.27%	0.01%	+6.3%	Q1 2024
URIUnited Rentals, Inc.	$5.49M	0.25%	0.01%	+0.8%	Q2 2025
AEMAgnico Eagle Mines Ltd	$5.4M	0.24%	0.01%	+0.6%	Q4 2019
BITBBitwise Bitcoin ETF	$5.34M	0.24%	0.16%	+3.8%	Q1 2024
LLYELI LILLY & Co	$5.31M	0.24%	0.00%	-2.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$5.28M	0.24%	Not reported	-7.0%	Q4 2019

Q3 2025Reported Nov 13, 2025257 positions
AAPLApple Inc.	$104M	4.86%	0.00%	+0.6%	Q4 2019
MSFTMicrosoft Corp	$57.6M	2.69%	0.00%	0.0%	Q4 2019
PWRQuanta Services, Inc.	$42.8M	2.00%	0.07%	-1.0%	Q4 2019
CSCOCisco Systems, Inc.	$23.4M	1.09%	0.01%	-2.7%	Q4 2019
HDHome Depot, Inc.	$22.7M	1.06%	0.01%	+4.6%	Q4 2019
NVDANvidia Corp	$21.4M	1.00%	0.00%	+2.3%	Q1 2020
ORLYO Reilly Automotive Inc	$21M	0.98%	0.02%	+16.4%	Q3 2021
PGPROCTER & GAMBLE Co	$20.7M	0.96%	0.01%	+1.9%	Q4 2019
AMZNAmazon Com Inc	$18.2M	0.85%	0.00%	+3.3%	Q4 2019
AVGOBroadcom Inc.	$18.1M	0.84%	0.00%	-15.5%	Q4 2019
JNJJohnson & Johnson	$17.8M	0.83%	0.00%	-1.0%	Q4 2019
WMTWalmart Inc.	$17.6M	0.82%	0.00%	+0.9%	Q4 2019
JPMJPMorgan Chase & Co	$17.6M	0.82%	0.00%	-0.1%	Q4 2019
BRK.BBerkshire Hathaway Inc	$16.5M	0.77%	Not reported	+4.5%	Q4 2019
ABBVAbbVie Inc.	$13.3M	0.62%	0.00%	+0.1%	Q4 2019
PARPar Technology Corp	$12.9M	0.60%	0.81%	0.0%	Q4 2019
XOMExxonMobil Holdings Corp	$12.8M	0.60%	0.00%	+1.3%	Q4 2019
KMIKinder Morgan, Inc.	$12.4M	0.58%	0.02%	+3.8%	Q4 2019
METAMeta Platforms, Inc.	$12.3M	0.57%	Not reported	+10.2%	Q4 2019
CVXChevron Corp	$12.2M	0.57%	0.00%	-0.4%	Q4 2019
TSLATesla, Inc.	$11.8M	0.55%	0.00%	-1.8%	Q3 2020
NSSCNapco Security Technologies, Inc	$11.1M	0.52%	0.73%	-2.9%	Q4 2019
QCOMQualcomm Inc	$10.6M	0.50%	0.01%	-0.9%	Q4 2019
MOAltria Group, Inc.	$10.6M	0.50%	0.01%	-3.2%	Q4 2019
BALTBaltic Trading Ltd	$10.4M	0.49%	Not reported	+92.4%	Q3 2022
BNYBank of New York Mellon Corp	$10.3M	0.48%	0.01%	-10.7%	Q2 2021
LMTLockheed Martin Corp	$10.2M	0.48%	0.01%	+5.0%	Q4 2019
PSXPhillips 66	$10M	0.47%	0.02%	-3.8%	Q4 2019
VZVerizon Communications Inc	$9.61M	0.45%	0.01%	+0.2%	Q4 2019
RTXRTX Corp	$9.41M	0.44%	0.00%	-7.1%	Q2 2020
SOSouthern Co	$9.4M	0.44%	0.01%	+0.7%	Q4 2019
GSKGSK plc	$9.2M	0.43%	0.00%	+0.1%	Q4 2019
PEPPepsico Inc	$8.72M	0.41%	0.00%	+2.8%	Q4 2019
NEENextera Energy Inc	$8.71M	0.41%	0.01%	+1.1%	Q4 2019
DUKDuke Energy CORP	$8.65M	0.40%	0.01%	+13.0%	Q4 2019
CSPICSP Inc	$8.63M	0.40%	7.54%	+0.9%	Q4 2019
AMGNAmgen Inc	$8.49M	0.40%	0.01%	+7.6%	Q4 2019
ADPAutomatic Data Processing Inc	$7.91M	0.37%	0.01%	+1.4%	Q2 2022
UPSUnited Parcel Service Inc	$7.47M	0.35%	0.01%	+25.7%	Q4 2019
ULBIUltralife Corp	$7.47M	0.35%	6.58%	+0.2%	Q4 2019
IBITiShares Bitcoin Trust ETF	$7.32M	0.34%	0.01%	+10.6%	Q1 2024
GOOGAlphabet Inc.	$7.22M	0.34%	Not reported	+15.0%	Q4 2019
BITBBitwise Bitcoin ETF	$6.73M	0.31%	0.14%	+6.8%	Q1 2024
KOCoca Cola Co	$6.69M	0.31%	0.00%	-0.2%	Q4 2019
URIUnited Rentals, Inc.	$6.42M	0.30%	0.01%	+11.0%	Q2 2025
EMREmerson Electric Co	$5.81M	0.27%	0.01%	-4.0%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$5.54M	0.26%	Not reported	-15.3%	Q4 2019
DFAXGulf Resources, Inc.	$5.39M	0.25%	Not reported	+15.3%	Q4 2022
AEMAgnico Eagle Mines Ltd	$5.33M	0.25%	0.01%	+1.3%	Q4 2019
GOOGLAlphabet Inc.	$5.16M	0.24%	0.00%	-0.1%	Q4 2019

Premium opens every quarter this fund has filed