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Visionary Horizons, Llc

Portfolio Manager
Visionary Horizons, Llc
Performance
-2.57% (2026 Q1)
AUM (13F)
$203.01M
# of Holdings
128
Performance Rank
Allocation (Top 20)
67.57%

Visionary Horizons, Llc Holdings Map

Top 50 Visionary Horizons, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHG
SCHWAB STRATEGIC TR
13.95%972.1K$28.3M
-7.50%(-78.81K)
2025-Q1: 982.5K shares2025-Q2: 959.3K shares2025-Q3: 1.01M shares2025-Q4: 1.05M shares2026-Q1: 972.1K shares
$21.30(+55.96%)
2026-03-31
SPYV
SPDR SERIES TRUST
10.84%388.8K$22.0M
-12.04%(-53.21K)
2025-Q1: 444.9K shares2025-Q2: 439.0K shares2025-Q3: 442.8K shares2025-Q4: 442.0K shares2026-Q1: 388.8K shares
$45.45(+31.95%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
6.34%262.9K$12.9M
+27.91%(+57.37K)
2025-Q1: 200.5K shares2025-Q2: 167.6K shares2025-Q3: 169.7K shares2025-Q4: 205.5K shares2026-Q1: 262.9K shares
$37.62(+38.42%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
4.69%86.2K$9.5M
+8.98%(+7.11K)
2025-Q1: 61.8K shares2025-Q2: 71.2K shares2025-Q3: 74.5K shares2025-Q4: 79.1K shares2026-Q1: 86.2K shares
$91.97(+30.66%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
4.66%117.3K$9.5M
+47.75%(+37.90K)
2025-Q1: 76.4K shares2025-Q2: 75.6K shares2025-Q3: 81.7K shares2025-Q4: 79.4K shares2026-Q1: 117.3K shares
$63.68(+44.84%)
2026-03-31
MRSK
NORTHERN LIGHTS FD TR
3.39%194.9K$6.9M
-25.38%(-66.31K)
2025-Q1: 123.4K shares2025-Q2: 133.5K shares2025-Q3: 244.8K shares2025-Q4: 261.3K shares2026-Q1: 194.9K shares
$33.54(+11.58%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
3.34%60.9K$6.8M
+1.72%(+1.03K)
2025-Q1: 53.6K shares2025-Q2: 55.8K shares2025-Q3: 56.5K shares2025-Q4: 59.9K shares2026-Q1: 60.9K shares
$84.77(+45.23%)
2026-03-31
TOTL
SSGA ACTIVE ETF TR
3.01%154.0K$6.1M
+48.04%(+49.98K)
2025-Q1: 62.5K shares2025-Q2: 90.1K shares2025-Q3: 90.8K shares2025-Q4: 104.0K shares2026-Q1: 154.0K shares
$40.07(-1.42%)
2026-03-31
SPIB
SPDR SERIES TRUST
2.87%173.6K$5.8M
+41.31%(+50.75K)
2025-Q1: 86.3K shares2025-Q2: 117.9K shares2025-Q3: 114.1K shares2025-Q4: 122.8K shares2026-Q1: 173.6K shares
$33.29(+0.35%)
2026-03-31
QQQ
INVESCO QQQ TR
2.85%10.0K$5.8M
+5.75%(+544)
2025-Q1: 10.1K shares2025-Q2: 8.9K shares2025-Q3: 8.9K shares2025-Q4: 9.5K shares2026-Q1: 10.0K shares
$424.15(+60.70%)
2026-03-31

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