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
$342B
$3.55 Million 0.18% of portfolio
19,461
Q3 2025 Added 6.81%
$533B
$3.31 Million 0.17% of portfolio
9,689
Q3 2025 Added 7.4%
$28.7B
$3.24 Million 0.17% of portfolio
55,243
Q3 2025 Added 1.07%
$300B
$3.1 Million 0.16% of portfolio
8,976
Q3 2025 Added 10.68%
$1.87B
$3.14 Million 0.16% of portfolio
9,756
Q3 2025 Added 2.5%
$11.2B
$3.13 Million 0.16% of portfolio
18,859
Q3 2025 Added 11.05%
$52.5B
$2.96 Million 0.15% of portfolio
172,297
Q3 2025 Reduced 1.7%
$512B
$3.01 Million 0.15% of portfolio
5,288
Q3 2025 Reduced 0.21%
$1.99B
$2.79 Million 0.14% of portfolio
48,087
Q3 2025 Reduced 17.08%
$404B
$2.69 Million 0.14% of portfolio
2,902
Q3 2025 Added 9.67%
$114B
$2.47 Million 0.13% of portfolio
11,444
Q3 2025 Added 1.84%
$73.2B
$2.6 Million 0.13% of portfolio
605
Q3 2023 Reduced 0.17%
$177B
$2.44 Million 0.12% of portfolio
12,519
Q3 2025 Added 11.07%
$413B
$2.2 Million 0.11% of portfolio
42,738
Q3 2025 Added 0.15%
$97.3B
$2.17 Million 0.11% of portfolio
25,627
Q3 2025 Reduced 10.6%
$224B
$2.11 Million 0.11% of portfolio
6,947
Q3 2025 Added 15.28%
$169B
$1.9 Million 0.1% of portfolio
2,062
Q3 2025 Added 4.04%
$70.2B
$1.99 Million 0.1% of portfolio
63,650
Q3 2025 Reduced 1.39%
$7.56B
$1.95 Million 0.1% of portfolio
11,468
Q4 2024 New
$19B
$1.8 Million 0.09% of portfolio
8,788
Q2 2025 New
$65.7B
$1.73 Million 0.09% of portfolio
5,771
Q3 2025 Added 3.81%
$13.3B
$1.75 Million 0.09% of portfolio
37,626
Q3 2025 Added 3.1%
$103B
$1.48 Million 0.08% of portfolio
635
Q3 2025 Added 0.16%
$132B
$1.58 Million 0.08% of portfolio
7,507
Q3 2025 Added 6.09%
$268B
$1.52 Million 0.08% of portfolio
9,101
Q3 2025 Reduced 6.83%
$291B
$1.52 Million 0.08% of portfolio
3,187
Q3 2025 Added 12.54%
$49.1B
$1.5 Million 0.08% of portfolio
1,247
Q3 2025 Added 1.71%
$237B
$1.28 Million 0.07% of portfolio
5,383
Q3 2025 Added 0.77%
$1.46T
$1.43 Million 0.07% of portfolio
5,127
Q3 2025 Added 7.62%
$235B
$1.47 Million 0.07% of portfolio
17,487
Q3 2025 Added 2.57%
$270B
$1.15 Million 0.06% of portfolio
7,206
Q3 2025 Reduced 4.09%
$27.1B
$1.17 Million 0.06% of portfolio
11,222
Q3 2025 Reduced 11.18%
$181B
$1.24 Million 0.06% of portfolio
44,041
Q3 2025 Reduced 6.23%
$34.7B
$1.27 Million 0.06% of portfolio
8,937
Q3 2025 Added 0.61%
$237B
$889,000 0.05% of portfolio
5,483
Q3 2025 Reduced 5.14%
$98.1B
$916,000 0.05% of portfolio
5,365
Q3 2025 Added 4.4%
$136B
$974,000 0.05% of portfolio
4,122
Q3 2025 Reduced 2.14%
$181B
$966,000 0.05% of portfolio
9,862
Q3 2025 Added 8.24%
$762M
$1.07 Million 0.05% of portfolio
28,131
Q4 2024 Added 11.68%
$115B
$960,000 0.05% of portfolio
1,959
Q3 2025 Reduced 20.66%
$265B
$950,000 0.05% of portfolio
1,194
Q3 2025 Added 9.64%
$57.9B
$1.05 Million 0.05% of portfolio
4,877
Q3 2025 Added 0.27%
$103B
$939,000 0.05% of portfolio
12,464
Q3 2025 Reduced 4.42%
$72.7B
$1.01 Million 0.05% of portfolio
5,176
Q3 2025 Added 73.17%
$103B
$930,000 0.05% of portfolio
7,160
Q3 2025 Reduced 0.28%
$102B
$970,000 0.05% of portfolio
6,775
Q3 2025 Added 20.68%
$4.16B
$771,000 0.04% of portfolio
41,147
Q3 2025 Reduced 11.4%
$8.19B
$844,000 0.04% of portfolio
17,962
Q3 2025 Reduced 38.9%
$144B
$858,000 0.04% of portfolio
1,878
Q3 2025 Added 46.49%

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