account_balance
Investment manager · 13F filer · SEC CIK 1417889
Vision Capital Management, Inc.
Reported value$882Mas of Sep 30, 2026
Positions151 5 new, 10 sold out
Top 10 weight53.2%IVV alone is 9%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
9.3%Trimmed −6%
VEAVanguard Tax-Managed FDS
9.0%
AAPLApple Inc.
8.3%
IJRiShares Tr
5.2%
VWOVanguard Intl Equity Index F
4.5%Added +3%
GOOGLAlphabet Inc.
4.5%Trimmed −3%
MSFTMicrosoft Corp
3.7%
VBKVanguard Index FDS
3.2%
IAUiShares Gold Trust
2.8%+3%
AMZNAmazon.com Inc
2.8%
NVDANVIDIA Corp
2.7%
IDEViShares Tr
2.4%
IVViShares Tr
9.3%Trimmed −6%
VEAVanguard Tax-Managed FDS
9.0%
AAPLApple Inc.
8.3%
IJRiShares Tr
5.2%
VWOVanguard Intl Equity Index F
4.5%
GOOGLAlphabet Inc.
4.5%
MSFTMicrosoft Corp
3.7%
VBKVanguard Index FDS
3.2%
IDEV
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
IVV iShares Tr 9.3% Trimmed −6%
VEA Vanguard Tax-Managed FDS 9.0% Held
AAPL Apple Inc. 8.3% HeldIJR iShares Tr 5.2% Held
VWO Vanguard Intl Equity Index F 4.5% Added +3%
GOOGL Alphabet Inc. 4.5% Trimmed −3%MSFT Microsoft Corp 3.7% HeldVBK Vanguard Index FDS 3.2% Held
IAU iShares Gold Trust 2.8% Added +3%AMZN Amazon.com Inc 2.8% HeldNVDA NVIDIA Corp 2.7% HeldIDEV iShares Tr 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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