account_balance

Investment manager · 13F filer · SEC CIK 1378145

Vision Financial Markets LLC

Reported value$131Mas of Sep 30, 2026
Positions387 25 new, 51 sold out
Top 10 weight64.6%TLT alone is 21%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
TLT iShares Tr 20.6% Added +247%
QQQ Invesco QQQ Tr 8.9% Trimmed −3%
SPY SPDR S&P 500 ETF Trust 8.2% HeldAAPL Apple Inc. 7.3% HeldJPM JPMorgan Chase & Co 4.1% HeldAZO AutoZone Inc 3.9% Held
TBIL RBB Fd Inc 3.6% Trimmed −2%
AMZN Amazon.com Inc 3.5% HeldWSM Williams Sonoma Inc 2.3% HeldBRK-B Berkshire Hathaway Inc 2.3% HeldAN Autonation, Inc. 1.7% Trimmed −2%HD Home Depot, Inc. 1.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist