VISIONARY HORIZONS, LLC

Q3 2026 13F-HR Holdings

Location
Knoxville, TN
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
144
Total value ($000)
$251,018
Net value change ($000)
+11,754 (4.9%)
New positions
12
Sold out positions
13
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFCF 4,856 622.6%
SPYM 2,830 342.6%
SCHG 2,049 6.2%
FNDF 1,583 9.4%
PULS 826 NEW
ARTY 664 NEW
PLTR 619 60.6%
IUSB 533 22.3%
MSFT 530 36.5%
DYNF 476 15.8%
Top Reduces (Value $000, Stocks/ETFs)
SPAB -717 -100.0%
SPYV -699 -2.9%
DFAC -619 -100.0%
AVUV -582 -4.2%
ANET -430 -100.0%
XLI -425 -8.4%
ALL -419 -100.0%
ES -373 -100.0%
AVUS -360 -4.5%
APTV -316 -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.
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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