Vision Point Advisory Group, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $485 Million distributed in 394 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $17.9M, Nvidia Corp with a value of $12.2M, Spdr S&P 500 ETF Trust with a value of $12M, Ishares Barclays 1 3 Year Trea with a value of $10.9M, and Invesco Qqq Trust, Series 1 with a value of $10.3M.
Examining the 13F form we can see an increase of $12.7M in the current position value, from $473M to 485M.
Vision Point Advisory Group, LLC is based out at Dallas, TX
Below you can find more details about Vision Point Advisory Group, LLC portfolio as well as his latest detailed transactions.
