account_balance
Investment manager · 13F filer · SEC CIK 2069023
Vision Retirement, LLC
Reported value$424Mas of Sep 30, 2026
Positions637 36 new, 20 sold out
Top 10 weight50.3%QQQ alone is 15%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ
15.0%
AAPLApple Inc.
10.6%
AMZNAmazon.com Inc
5.5%
DIASPDR Dow Jones Industrial Average ETF Trust
4.0%
VOOVanguard S&P
3.0%Added +3%
COSTCostco Wholesale Corp
2.7%
XLGInvesco S&P
2.5%Trimmed −4%
NVDANVIDIA Corp
2.4%Added +8%
TSLATesla, Inc.
2.3%
VVisa Inc.
2.2%
VYMVanguard High
2.2%Trimmed −2%
IVViShares Core
1.9%Added +39%
QQQInvesco QQQ
15.0%
AAPLApple Inc.
10.6%
AMZNAmazon.com Inc
5.5%
DIASPDR Dow Jones Industrial Average ETF Trust
4.0%
VOOVanguard S&P
3.0%
XLG2.5%
NVDA2.4%TSLA2.3%V2.2%VYM2.2%
IVV
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
QQQ Invesco QQQ 15.0% Held
AAPL Apple Inc. 10.6% HeldAMZN Amazon.com Inc 5.5% HeldDIA SPDR Dow Jones Industrial Average ETF Trust 4.0% HeldVOO Vanguard S&P 3.0% Added +3%
COST Costco Wholesale Corp 2.7% HeldXLG Invesco S&P 2.5% Trimmed −4%
NVDA NVIDIA Corp 2.4% Added +8%TSLA Tesla, Inc. 2.3% HeldV Visa Inc. 2.2% HeldVYM Vanguard High 2.2% Trimmed −2%
IVV iShares Core 1.9% Added +39%
What changed
Biggest moves since Jun 30, 2026
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