account_balance
Investment manager · 13F filer · SEC CIK 1802984
Visionary Wealth Advisors
Reported value$2.55Bas of Sep 30, 2026
Positions688 50 new, 28 sold out
Top 10 weight24.2%AAPL alone is 5%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.2%
IVViShares Tr
3.4%
MSFTMicrosoft Corp
2.3%
PWRQuanta Services, Inc.
2.2%
SCHXSchwab Strategic Tr
2.2%
SCHFSchwab Strategic Tr
2.0%
SCHGSchwab Strategic Tr
2.0%
AVLVAmerican Centy ETF Tr
1.8%
AVDEAmerican Centy ETF Tr
1.6%Added +5%
AGGiShares Tr
1.5%
CSCOCisco Systems, Inc.
1.3%−5%
BNDVanguard Bd Index FDS
1.2%
AAPLApple Inc.
5.2%
IVViShares Tr
3.4%
MSFTMicrosoft Corp
2.3%
PWRQuanta Services, Inc.
2.2%
SCHXSchwab Strategic Tr
2.2%
SCHFSchwab Strategic Tr
2.0%
SCHGSchwab Strategic Tr
2.0%
AVLVAmerican Centy ETF Tr
1.8%
AVDEAmerican Centy ETF Tr
1.6%
AGG1.5%
CSCO1.3%BND1.2%
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
AAPL Apple Inc. 5.2% Held
IVV iShares Tr 3.4% Held
MSFT Microsoft Corp 2.3% HeldPWR Quanta Services, Inc. 2.2% HeldSCHX Schwab Strategic Tr 2.2% Held
SCHF Schwab Strategic Tr 2.0% Held
SCHG Schwab Strategic Tr 2.0% Held
AVLV American Centy ETF Tr 1.8% Held
AVDE American Centy ETF Tr 1.6% Added +5%
AGG iShares Tr 1.5% Held
CSCO Cisco Systems, Inc. 1.3% Trimmed −5%BND Vanguard Bd Index FDS 1.2% Added +4%
What changed
Biggest moves since Jun 30, 2026
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