Vision Retirement, LLC
All 13F Filings
- Location
- Ridgewood, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 351,562
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 208.8 K | 59.4% | 8.562 K | 0 | 8.562 K |
| ETFs | 142.8 K | 40.6% | 0 | 30.08 K | -30.08 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
351,562
Holdings
649
QoQ value change ($000)
-21,518
(-5.8%)
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.