Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.96 Billion
  • Q3 2025

Visionary Wealth Advisors has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.96 Billion distributed in 591 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $104M, Ishares Core S&P 500 ETF with a value of $66.7M, Microsoft Corp with a value of $57.6M, Schwab Strategic Tr Us Large C with a value of $44.7M, and Quanta Services, Inc. with a value of $42.8M.

Examining the 13F form we can see an increase of $143M in the current position value, from $1.82B to 1.96B.

Visionary Wealth Advisors is based out at O'fallon, IL

Below you can find more details about Visionary Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $1.96 Billion
ETFs: $1.03 Billion
Technology: $291 Million
Industrials: $126 Million
Consumer Cyclical: $92.9 Million
Financial Services: $76.2 Million
Consumer Defensive: $73.1 Million
Energy: $57.5 Million
Healthcare: $56.4 Million
Other: $77.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$104 Million 5.32% of portfolio
409,297
Q3 2025 Added 0.63%
$0
$66.7 Million 3.4% of portfolio
99,683
Q3 2025 Added 7.31%
$3.78T
$57.6 Million 2.94% of portfolio
111,196
Q3 2025 Added 0.02%
$0
$44.7 Million 2.28% of portfolio
1,696,976
Q3 2025 Added 996.24%
$61.4B
$42.8 Million 2.18% of portfolio
103,252
Q3 2025 Reduced 0.95%
$0
$42 Million 2.14% of portfolio
1,315,499
Q3 2025 Reduced 33.71%
$0
$38.4 Million 1.96% of portfolio
1,648,070
Q3 2025 Added 7.23%
$0
$37.3 Million 1.9% of portfolio
372,039
Q3 2025 Added 47.04%
$0
$34.5 Million 1.76% of portfolio
476,953
Q3 2025 Added 0.34%
$0
$27.1 Million 1.38% of portfolio
364,252
Q3 2025 Added 5.77%
$0
$24.6 Million 1.25% of portfolio
529,495
Q3 2025 Added 27.89%
$0
$24.2 Million 1.23% of portfolio
51,686
Q3 2025 Reduced 6.23%
$319B
$23.4 Million 1.19% of portfolio
341,964
Q3 2025 Reduced 2.68%
$367B
$22.7 Million 1.16% of portfolio
56,028
Q3 2025 Added 4.6%
$0
$21.8 Million 1.11% of portfolio
35,676
Q3 2025 Added 35.09%
$465B
$21.4 Million 1.09% of portfolio
114,873
Q3 2025 Added 2.3%
$346B
$20.7 Million 1.05% of portfolio
134,609
Q3 2025 Added 1.94%
$0
$20.5 Million 1.04% of portfolio
259,340
Q3 2025 Added 162.39%
$0
$19.8 Million 1.01% of portfolio
711,136
Q3 2025 Reduced 2.22%
$0
$19.5 Million 0.99% of portfolio
227,253
Q3 2025 Reduced 6.71%
$0
$18.9 Million 0.96% of portfolio
64,227
Q3 2025 Added 120.2%
$0
$18.5 Million 0.94% of portfolio
99,010
Q3 2025 Added 4.04%
$0
$18.3 Million 0.93% of portfolio
474,336
Q3 2025 Added 21.9%
$2.39T
$18.2 Million 0.93% of portfolio
82,859
Q3 2025 Added 3.25%
$0
$18 Million 0.92% of portfolio
309,377
Q3 2025 Added 17.44%
$139B
$18.1 Million 0.92% of portfolio
54,752
Q3 2025 Reduced 15.5%
$522B
$17.8 Million 0.91% of portfolio
95,835
Q3 2025 Reduced 1.03%
$0
$17.6 Million 0.9% of portfolio
174,468
Q3 2025 Reduced 40.25%
$881B
$17.6 Million 0.9% of portfolio
55,656
Q3 2025 Reduced 0.07%
$279B
$17.6 Million 0.9% of portfolio
171,114
Q3 2025 Added 0.88%
$0
$17.1 Million 0.87% of portfolio
60,519
Q3 2025 Added 6.25%
$662B
$16.5 Million 0.84% of portfolio
32,872
Q3 2025 Added 4.46%
$0
$15.9 Million 0.81% of portfolio
632,490
Q3 2025 Reduced 0.95%
$0
$13.3 Million 0.68% of portfolio
316,150
Q3 2025 Added 22.43%
$414B
$13.3 Million 0.68% of portfolio
57,268
Q3 2025 Added 0.1%
$1.06B
$12.9 Million 0.66% of portfolio
326,753
Q3 2025 Added 0.01%
$490B
$12.8 Million 0.65% of portfolio
113,221
Q3 2025 Added 1.25%
$0
$12.7 Million 0.65% of portfolio
69,726
Q3 2025 Reduced 5.43%
$1.37T
$12.3 Million 0.63% of portfolio
16,724
Q3 2025 Added 10.16%
$61.6B
$12.4 Million 0.63% of portfolio
437,164
Q3 2025 Added 3.77%
$303B
$12.2 Million 0.62% of portfolio
78,695
Q3 2025 Reduced 0.37%
$1.29T
$11.8 Million 0.6% of portfolio
26,496
Q3 2025 Reduced 1.82%
$1.48B
$11.1 Million 0.57% of portfolio
258,559
Q3 2025 Reduced 2.89%
$0
$11.2 Million 0.57% of portfolio
196,297
Q3 2025 Reduced 5.44%
$0
$11.1 Million 0.57% of portfolio
44,948
Q3 2025 Added 25.66%
$104B
$10.6 Million 0.54% of portfolio
160,804
Q3 2025 Reduced 3.18%
$187B
$10.6 Million 0.54% of portfolio
63,892
Q3 2025 Reduced 0.9%
$0
$10.4 Million 0.53% of portfolio
317,882
Q3 2025 Added 92.43%
$0
$10.5 Million 0.53% of portfolio
21,832
Q3 2025 Reduced 0.68%

Summary

  • Portfolio
  • No. of Stocks 591
  • Current Value $1.96 Billion
  • Prior Value $1.82 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 59 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 221 stocks
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