Visionary Wealth Advisors

Q2 2026 13F-HR Holdings

Location
O'fallon, IL
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
666
Total value ($000)
$2,532,772
Net value change ($000)
+272,401 (12.1%)
New positions
57
Sold out positions
30
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 17,202 25.0%
AAPL 15,016 14.7%
AVDE 14,145 60.6%
CSCO 12,549 48.6%
PWR 11,575 21.8%
MU 8,682 274.0%
SCHG 7,647 19.2%
SCHX 7,569 16.2%
MCD 7,545 367.7%
AVLV 7,204 19.0%
Top Reduces (Value $000, Stocks/ETFs)
FEGE -8,037 -55.2%
ADP -7,435 -89.8%
DYNF -5,611 -100.0%
MOAT -5,395 -27.1%
KYN -4,234 -89.2%
SYLD -3,896 -75.2%
JAAA -3,733 -39.0%
XOM -3,282 -18.0%
JEPI -3,224 -35.7%
CVX -2,928 -17.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type