VISIONARY HORIZONS, LLC

Q4 2025 13F-HR Holdings

Location
Knoxville, TN
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$193,345
Net value change ($000)
+14,114 (7.9%)
New positions
7
Sold out positions
5
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
SCHG 2,105 6.5%
FNDF 2,000 27.4%
AIQ 1,198 392.8%
RAAX 1,169 NEW
ACIO 1,036 153.0%
MRSK 894 10.3%
XLU 706 97.4%
AVUV 657 8.9%
SPYV 613 2.5%
AVUS 556 9.1%
Top Reduces (Value $000, Stocks/ETFs)
DFGR -1,102 -100.0%
IVV -635 -54.7%
NEM -595 -70.9%
IVW -570 -100.0%
JAVA -350 -100.0%
IEFA -308 -50.8%
SPLV -294 -15.1%
PLTR -210 -12.2%
EMGF -202 -100.0%
PVH -154 -16.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type