Visionary Wealth Advisors
All 13F Filings
- Location
- O'fallon, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,219,510
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
3.627 K
(0.2% of total reported value)
· QoQ Δ:
+3.627 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.594 M | 71.9% | 48.4 K | 0 | 48.4 K |
| ETFs | 606.3 K | 27.4% | 23.81 K | 0 | 23.81 K |
| Debt | 15.55 K | 0.7% | 0 | 91 | -91 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
2,219,510
Holdings
608
QoQ value change ($000)
75,684
(3.5%)
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.