CIK 1802984
Visionary Wealth Advisors
Institutional 13F holdings & portfolio
Holdings
607
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 607
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QCOM | QUALCOMM INC | 64K | $1M+ | SH |
| NSSC | NAPCO SEC TECHNOLOGIES INC | 262K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 91K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 236K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 207K | $1M+ | SH |
| GSK | GSK PLC | 209K | $1M+ | SH |
| RTX | RTX CORPORATION | 55K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 21K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 200K | $1M+ | SH |
| AVLC | AMERICAN CENTY ETF TR | 127K | $1M+ | SH |
| AMGN | AMGEN INC | 30K | $1M+ | SH |
| IWD | ISHARES TR | 46K | $1M+ | SH |
| CSPI | CSP INC | 765K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 164K | $1M+ | SH |
| PSX | PHILLIPS 66 | 73K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 311K | $1M+ | SH |
| GOOG | ALPHABET INC | 30K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 36K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 114K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 225K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 278K | $1M+ | SH |
| PEP | PEPSICO INC | 62K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 190K | $1M+ | SH |
| DBND | DOUBLELINE ETF TRUST | 191K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 194K | $1M+ | SH |
| SO | SOUTHERN CO | 101K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 183K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 71K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 280K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 194K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 28K | $1M+ | SH |
| KO | COCA COLA CO | 102K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 99K | $1M+ | SH |
| BOND | PIMCO ETF TR | 73K | $1M+ | SH |
| GOOGL | ALPHABET INC | 21K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 242K | $1M+ | SH |
| LDUR | PIMCO ETF TR | 68K | $1M+ | SH |
| ULBI | ULTRALIFE CORP | 1.1M | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 190K | $1M+ | SH |
| MUB | ISHARES TR | 56K | $1M+ | SH |
| DBEF | DBX ETF TR | 125K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 64K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 120K | $1M+ | SH |
| DGRO | ISHARES TR | 85K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 129K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 117K | $1M+ | SH |
| JSCP | J P MORGAN EXCHANGE TRADED F | 124K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 97K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 210K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 52K | $1M+ | SH |