Visionary Wealth Advisors
All 13F Filings
- Location
- O'fallon, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,260,371
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.022 M | 45.2% | 0 | 571.6 K | -571.6 K |
| ETFs | 1.221 M | 54.0% | 614.8 K | 0 | 614.8 K |
| Debt | 16.43 K | 0.7% | 886 | 0 | 886 |
| Other | 234 | 0.0% | 234 | 0 | 234 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
2,260,371
Holdings
638
QoQ value change ($000)
40,861
(1.8%)
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.