Vision Retirement, LLC
All 13F Filings
- Location
- Ridgewood, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 413,622
- Description
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- Website
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- Founded
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- 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 | 7/21/2026 | 621 | 413,622 | 13F-HR | Vision Retirement, LLC |
| Q1 2026 | 5/7/2026 | 649 | 351,562 | 13F-HR | Vision Retirement, LLC |
| Q4 2025 | 5/7/2026 | 602 | 373,080 | 13F-HR | Vision Retirement, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 234.5 K | 56.7% | 25.69 K | 0 | 25.69 K |
| ETFs | 179.2 K | 43.3% | 36.39 K | 0 | 36.39 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
413,622
Holdings
621
QoQ value change ($000)
62,060
(17.7%)
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.