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 Companies Only

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%
$3.78T
$57.6 Million 2.94% of portfolio
111,196
Q3 2025 Added 0.02%
$61.4B
$42.8 Million 2.18% of portfolio
103,252
Q3 2025 Reduced 0.95%
$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%
$465B
$21.4 Million 1.09% of portfolio
114,873
Q3 2025 Added 2.3%
$6.2B
$21 Million 1.07% of portfolio
195,125
Q3 2025 Added 16.35%
$346B
$20.7 Million 1.05% of portfolio
134,609
Q3 2025 Added 1.94%
$2.39T
$18.2 Million 0.93% of portfolio
82,859
Q3 2025 Added 3.25%
$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%
$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%
$662B
$16.5 Million 0.84% of portfolio
32,872
Q3 2025 Added 4.46%
$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%
$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%
$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%
$89.3B
$10.3 Million 0.53% of portfolio
94,588
Q3 2025 Reduced 10.74%
$123B
$10.2 Million 0.52% of portfolio
20,402
Q3 2025 Added 5.02%
$68.5B
$10 Million 0.51% of portfolio
73,610
Q3 2025 Reduced 3.77%
$172B
$9.61 Million 0.49% of portfolio
218,595
Q3 2025 Added 0.19%
$258B
$9.41 Million 0.48% of portfolio
56,236
Q3 2025 Reduced 7.06%
$98.6B
$9.4 Million 0.48% of portfolio
99,197
Q3 2025 Added 0.71%
$96.4B
$8.65 Million 0.44% of portfolio
69,888
Q3 2025 Added 13.0%
$51.1M
$8.53 Million 0.44% of portfolio
747,160
Q3 2025 Added 0.94%
$204B
$8.72 Million 0.44% of portfolio
62,110
Q3 2025 Added 2.78%
$168B
$8.71 Million 0.44% of portfolio
115,326
Q3 2025 Added 1.09%
$183B
$8.49 Million 0.43% of portfolio
30,092
Q3 2025 Added 7.64%
$104B
$7.91 Million 0.4% of portfolio
26,965
Q3 2025 Added 1.44%
$68.7B
$7.47 Million 0.38% of portfolio
89,466
Q3 2025 Added 25.67%
$1.74T
$7.22 Million 0.37% of portfolio
29,635
Q3 2025 Added 14.98%
$90M
$7.35 Million 0.37% of portfolio
1,095,042
Q3 2025 Added 0.19%
$306B
$6.69 Million 0.34% of portfolio
100,869
Q3 2025 Reduced 0.18%
$55.9B
$6.42 Million 0.33% of portfolio
6,730
Q3 2025 Added 10.96%
$75.4B
$5.81 Million 0.3% of portfolio
44,285
Q3 2025 Reduced 4.04%
$76.5B
$5.33 Million 0.27% of portfolio
31,634
Q3 2025 Added 1.32%
$1.65T
$5.16 Million 0.26% of portfolio
21,245
Q3 2025 Reduced 0.09%
$0
$4.6 Million 0.23% of portfolio
94,050
Q3 2025 Added 4.76%
$593B
$4.34 Million 0.22% of portfolio
15,429
Q3 2025 Added 0.69%
$0
$4.3 Million 0.22% of portfolio
347,858
Q3 2025 Added 5.65%
$141B
$3.83 Million 0.2% of portfolio
150,377
Q3 2025 Reduced 23.09%
$971B
$3.86 Million 0.2% of portfolio
5,053
Q3 2025 Added 5.6%
$51.1B
$3.45 Million 0.18% of portfolio
38,442
Q3 2025 Added 0.08%

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
Track This Portfolio

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email