Visionary Horizons, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Visionary Horizons, LLC held in its portfolio 109 assets valued at $193,344,968 (i.e. $193.35M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($34.28M), SPDR SERIES TRUST ($32.51M), and NORTHERN LIGHTS FD TR ($9.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 109 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Visionary Horizons, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1050900 | 34280389 | US LCAP GR ETF |
| SPDR SERIES TRUST | 669525 | 32511930 | STATE STREET SPD |
| NORTHERN LIGHTS FD TR | 261263 | 9614510 | TOEWS AGILTY SHS |
| SCHWAB STRATEGIC TR | 205534 | 9292217 | FUNDAMENTAL INTL |
| AMERICAN CENTY ETF TR | 79124 | 8069065 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 59894 | 6695000 | US EQT ETF |
| AMERICAN CENTY ETF TR | 79379 | 6113827 | AVANTIS EMGMKT |
| INVESCO QQQ TR | 9463 | 5813495 | UNIT SER 1 |
| SSGA ACTIVE ETF TR | 104022 | 4186908 | STATE STREET DOU |
| SELECT SECTOR SPDR TR | 26592 | 4125095 | STATE STREET IND |
| INVESCO EXCHANGE TRADED FD T | 16770 | 3212493 | S&P500 EQL WGT |
| NVIDIA CORPORATION | 10765 | 2007684 | COM |
| MICROSOFT CORP | 4040 | 1954057 | COM |
| ETF SER SOLUTIONS | 39204 | 1713216 | APTUS COLLRD INV |
| BLACKROCK ETF TRUST | 28092 | 1708305 | ISHARES US EQUIT |
| MEDTRONIC PLC | 17700 | 1700308 | SHS |
| INVESCO EXCH TRADED FD TR II | 23087 | 1648889 | S&P500 LOW VOL |
| AMGEN INC | 4898 | 1603205 | COM |
| ISHARES TR | 34219 | 1592596 | CORE UNIVRSL USD |
| PALANTIR TECHNOLOGIES INC | 8538 | 1517630 | CL A |
| GLOBAL X FDS | 29553 | 1503066 | ARTIFICIAL ETF |
| BLACKROCK ETF TRUST II | 27595 | 1456196 | ISHARES FLEXIBLE |
| SELECT SECTOR SPDR TR | 33517 | 1430880 | STATE STREET UTI |
| SPDR GOLD TR | 3440 | 1363306 | GOLD SHS |
| BERKSHIRE HATHAWAY INC DEL | 2409 | 1210884 | CL B NEW |
| SPDR S&P 500 ETF TR | 1747 | 1191315 | TR UNIT |
| BROADCOM INC | 3393 | 1174418 | COM |
| VANECK ETF TRUST | 33455 | 1168583 | REAL ASSETS ETF |
| CARDINAL HEALTH INC | 5643 | 1159682 | COM |
| SELECT SECTOR SPDR TR | 20446 | 1119829 | STATE STREET FIN |
| HASBRO INC | 12729 | 1043788 | COM |
| LITHIA MTRS INC | 3125 | 1038600 | COM |
| FIFTH THIRD BANCORP | 21024 | 984156 | COM |
| EAST WEST BANCORP INC | 8743 | 982731 | COM |
| INTERACTIVE BROKERS GROUP IN | 14636 | 941262 | COM CL A |
| NORTHROP GRUMMAN CORP | 1645 | 938280 | COM |
| META PLATFORMS INC | 1406 | 928682 | CL A |
| ALLSTATE CORP | 4342 | 903987 | COM |
| AUTONATION INC | 4266 | 880844 | COM |
| SCHWAB STRATEGIC TR | 26173 | 774983 | US LCAP VA ETF |
| THE CIGNA GROUP | 2796 | 769605 | COM |
| PVH CORPORATION | 11307 | 757829 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| SCHWAB STRATEGIC TR | 31089 | 747380 | INTL EQTY ETF |
| ADOBE INC | 2131 | 745829 | COM |
| AMERICAN CENTY ETF TR | 8990 | 740098 | INTL EQT ETF |
| ISHARES INC | 16370 | 736486 | MSCI FRANCE ETF |
| DUKE ENERGY CORP NEW | 6168 | 723012 | COM NEW |
| APPLE INC | 2616 | 711193 | COM |
| APTIV PLC | 9333 | 710148 | COM SHS |
| T-MOBILE US INC | 3463 | 703287 | COM |
| SOUTHERN CO | 7786 | 679013 | COM |
| ISHARES TR | 6616 | 677432 | 0-5 YR TIPS ETF |
| TESLA INC | 1432 | 644039 | COM |
| NOVARTIS AG | 4670 | 643853 | SPONSORED ADR |
| ISHARES U S ETF TR | 12503 | 638941 | SHORT DURATION B |
| MANHATTAN ASSOCIATES INC | 3661 | 634488 | COM |
| VERIZON COMMUNICATIONS INC | 15390 | 626848 | COM |
| ISHARES INC | 13680 | 605692 | ASIA/PAC DIV ETF |
| DIMENSIONAL ETF TRUST | 15776 | 601256 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 14346 | 596148 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 14565 | 576628 | US CORE EQUITY 2 |
| ETF SER SOLUTIONS | 19995 | 569261 | APTUS DEFINED |
| ISHARES TR | 12590 | 553708 | MSCI UK ETF NEW |
| GILEAD SCIENCES INC | 4486 | 550612 | COM |
| ETF SER SOLUTIONS | 14822 | 548880 | OPUS SML CP VL |
| HOME DEPOT INC | 1545 | 531635 | COM |
| ISHARES TR | 767 | 525941 | CORE S&P500 ETF |
| DEVON ENERGY CORP NEW | 14011 | 513228 | COM |
| KIMCO RLTY CORP | 24645 | 499554 | COM |
| VANGUARD BD INDEX FDS | 7142 | 496565 | LONG TERM BOND |
| SCHWAB STRATEGIC TR | 16399 | 493119 | US MID-CAP ETF |
| TARGET CORP | 4748 | 464117 | COM |
| DIMENSIONAL ETF TRUST | 12965 | 446774 | INTL CORE EQUITY |
| ALPHABET INC | 1422 | 445126 | CAP STK CL A |
| CHEVRON CORP NEW | 2863 | 436350 | COM |
| BECTON DICKINSON & CO | 2246 | 435881 | COM |
| HOWMET AEROSPACE INC | 2052 | 420750 | COM |
| FIRST TR EXCHANGE-TRADED FD | 24053 | 411558 | VEST GOLD STRTGY |
| EXTRA SPACE STORAGE INC | 3150 | 410193 | COM |
| PROCTER AND GAMBLE CO | 2766 | 396395 | COM |
| SABA CAPITAL INCOME & OPPORT | 45776 | 377652 | COM NEW |
| WISDOMTREE TR | 7845 | 366440 | EMER MKT HIGH FD |
| SPDR INDEX SHS FDS | 8023 | 356308 | PORTFOLIO DEVLPD |
| ATMOS ENERGY CORP | 2114 | 354370 | COM |
| AMERICAN TOWER CORP NEW | 1995 | 350262 | COM |
| PRICE T ROWE GROUP INC | 3385 | 346556 | COM |
| EDISON INTL | 5750 | 345115 | COM |
| INCYTE CORP | 3379 | 333744 | COM |
| VANECK ETF TRUST | 3685 | 316062 | GOLD MINERS ETF |
| AMAZON COM INC | 1310 | 302411 | COM |
| ISHARES TR | 3334 | 298304 | CORE MSCI EAFE |
| ISHARES TR | 3950 | 274226 | CORE DIV GRWTH |
| ISHARES TR | 9914 | 270652 | FALN ANGLS USD |
| PROSHARES TR | 2275 | 263354 | ULTRPRO S&P500 |
| ISHARES TR | 4858 | 256904 | ISHS 1-5YR INVS |
| ISHARES TR | 1000 | 246397 | RUSSELL 2000 ETF |
| ORACLE CORP | 1262 | 245977 | COM |
| BLACKROCK FLOATING RATE INCO | 20800 | 245024 | COM |
| NEWMONT CORP | 2440 | 243634 | COM |
| DISNEY WALT CO | 2128 | 242103 | COM |
| INTEL CORP | 6517 | 240477 | COM |
| SCHWAB STRATEGIC TR | 5225 | 237894 | INTL SCEQT ETF |
| ISHARES TR | 1399 | 235089 | CORE S&P US GWT |
| ISHARES TR | 2679 | 233502 | 20 YR TR BD ETF |
| ISHARES SILVER TR | 3200 | 206144 | ISHARES |
| NUVEEN SELECT TAX-FREE INCOM | 13980 | 197118 | SH BEN INT |
| SELLAS LIFE SCIENCES GROUP I | 36000 | 135720 | COM NEW |
| MIZUHO FINANCIAL GROUP INC | 12785 | 93586 | SPONSORED ADR |
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