Universe · entity
Visionary Wealth Advisors
Institutional manager (13F) · CIK 1802984
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $102M | 401,244 |
| 2 | ISHARES TR | $69M | 105,311 |
| 3 | QUANTA SVCS INC | $53M | 96,682 |
| 4 | SCHWAB STRATEGIC TR | $47M | 1,822,755 |
| 5 | SCHWAB STRATEGIC TR | $46M | 1,868,703 |
| 6 | MICROSOFT CORP | $43M | 116,754 |
| 7 | SCHWAB STRATEGIC TR | $40M | 1,366,994 |
| 8 | AMERICAN CENTY ETF TR | $38M | 470,069 |
| 9 | ISHARES TR | $37M | 369,575 |
| 10 | PIMCO ETF TR | $30M | 1,162,463 |
| 11 | VANGUARD BD INDEX FDS | $30M | 400,714 |
| 12 | CISCO SYS INC | $26M | 332,927 |
| 13 | J P MORGAN EXCHANGE TRADED F | $23M | 507,149 |
| 14 | AMERICAN CENTY ETF TR | $23M | 275,248 |
| 15 | VANGUARD INDEX FDS | $23M | 38,573 |
| 16 | SCHWAB STRATEGIC TR | $23M | 786,564 |
| 17 | JOHNSON & JOHNSON | $22M | 89,720 |
| 18 | DIMENSIONAL ETF TRUST | $22M | 346,639 |
| 19 | ISHARES TR | $22M | 50,695 |
| 20 | VANGUARD INDEX FDS | $21M | 107,454 |
| 21 | WALMART INC | $21M | 168,453 |
| 22 | DIMENSIONAL ETF TRUST | $21M | 532,213 |
| 23 | VANECK ETF TRUST | $20M | 205,555 |
| 24 | PROCTER & GAMBLE CO | $19M | 134,430 |
| 25 | NVIDIA CORPORATION | $19M | 109,748 |
| 26 | VANGUARD INDEX FDS | $19M | 65,863 |
| 27 | HOME DEPOT INC | $19M | 57,029 |
| 28 | AMAZON COM INC | $19M | 88,992 |
| 29 | EXXON MOBIL CORP | $18M | 107,497 |
| 30 | PIMCO ETF TR | $18M | 175,892 |
| 31 | OREILLY AUTOMOTIVE INC | $17M | 189,329 |
| 32 | INNOVATOR ETFS TRUST | $17M | 508,624 |
| 33 | BROADCOM INC | $17M | 54,465 |
| 34 | VANGUARD SPECIALIZED FUNDS | $17M | 77,370 |
| 35 | CHEVRON CORPORATION | $16M | 79,304 |
| 36 | FIRST TR EXCHNG TRADED FD VI | $16M | 661,363 |
| 37 | JPMORGAN CHASE & CO | $16M | 54,250 |
| 38 | CAPITAL GROUP DIVIDEND VALUE | $16M | 365,007 |
| 39 | BERKSHIRE HATHAWAY INC DEL | $15M | 31,462 |
| 40 | RBB FUND TRUST | $15M | 309,612 |
| 41 | KINDER MORGAN INC DEL | $14M | 432,168 |
| 42 | EMERSON ELEC CO | $14M | 107,559 |
| 43 | DIMENSIONAL ETF TRUST | $13M | 251,561 |
| 44 | PHILLIPS 66 | $13M | 69,768 |
| 45 | CAPITAL GRP FIXED INCM ETF T | $13M | 476,018 |
| 46 | SELECT SECTOR SPDR TR | $12M | 93,834 |
| 47 | ABBVIE INC | $12M | 57,274 |
| 48 | LOCKHEED MARTIN CORP | $11M | 18,853 |
| 49 | VERIZON COMMUNICATIONS INC | $11M | 226,484 |
| 50 | VANGUARD INDEX FDS | $11M | 25,351 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.