VISIONARY HORIZONS, LLC

Q2 2026 13F-HR Holdings

Location
Knoxville, TN
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
145
Total value ($000)
$239,264
Net value change ($000)
+36,253 (17.9%)
New positions
24
Sold out positions
7
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 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)
SCHG 4,740 16.7%
AVUV 4,209 44.2%
FNDF 4,038 31.4%
AVEM 3,963 41.9%
PEXL 2,564 364.7%
SPHB 2,152 NEW
SPYV 1,700 7.7%
ITA 1,464 NEW
TIPX 1,322 NEW
QQQ 1,274 22.1%
Top Reduces (Value $000, Stocks/ETFs)
XLU -2,291 -66.7%
SDY -1,585 -83.5%
KRE -1,055 -79.9%
MDT -780 -50.5%
PPG -740 -100.0%
FITB -626 -66.8%
LAD -571 -72.0%
AMGN -540 -32.5%
MSI -453 -54.1%
TMUS -442 -45.9%
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.
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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