Visionary Wealth Advisors
All 13F Filings
- Location
- O'fallon, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,532,772
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 666 | 2,532,772 | 13F-HR | Visionary Wealth Advisors |
| Q1 2026 | 5/13/2026 | 638 | 2,260,371 | 13F-HR | Visionary Wealth Advisors |
| Q4 2025 | 2/13/2026 | 608 | 2,219,510 | 13F-HR | Visionary Wealth Advisors |
| Q3 2025 | 11/13/2025 | 591 | 2,143,826 | 13F-HR | Visionary Wealth Advisors |
| Q2 2025 | 8/14/2025 | 568 | 1,957,848 | 13F-HR | Visionary Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.088 M | 42.9% | 65.4 K | 0 | 65.4 K |
| ETFs | 1.427 M | 56.3% | 205.5 K | 0 | 205.5 K |
| Debt | 18.08 K | 0.7% | 1.652 K | 0 | 1.652 K |
| Other | 291 | 0.0% | 57 | 0 | 57 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
2,532,772
Holdings
666
QoQ value change ($000)
272,401
(12.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.