VISIONARY HORIZONS, LLC

Q1 2026 13F-HR Holdings

Location
Knoxville, TN
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
128
Total value ($000)
$203,011
Net value change ($000)
+9,666 (5.0%)
New positions
27
Sold out positions
12
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FNDF 3,572 38.4%
AVEM 3,336 54.6%
XLU 2,004 140.0%
TOTL 1,931 46.1%
SDY 1,899 NEW
SPIB 1,669 40.2%
AVUV 1,457 18.1%
KRE 1,321 NEW
STIP 1,035 152.9%
MSI 838 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHG -5,963 -17.4%
SPYV -3,112 -12.4%
MRSK -2,726 -28.4%
SPLV -1,649 -100.0%
AIQ -1,158 -77.0%
AVGO -797 -67.9%
PVH -758 -100.0%
ADBE -746 -100.0%
RSP -699 -21.8%
MANH -634 -100.0%
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