StockDriftsStockDriftsTop 50 Visionary Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.61% | 403.8K | $116.8M | +0.64%(+2.57K) | $148.51(+105.54%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.4% | 114.8K | $86.0M | +9.03%(+9.51K) | $438.40(+78.25%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC | 2.55% | 89.8K | $64.7M | -7.13%(-6.89K) | $75.96(+785.72%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.14% | 1.85M | $54.3M | +1.23%(+22.43K) | $24.81(+23.79%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.05% | 1.87M | $51.8M | +0.10%(+1.83K) | $18.01(+58.19%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 1.87% | 1.40M | $47.5M | +2.61%(+35.73K) | $19.67(+82.72%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 1.78% | 494.4K | $45.1M | +5.18%(+24.35K) | $58.97(+60.82%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.73% | 117.7K | $43.9M | +0.79%(+924) | $245.99(+101.99%) | 2026-06-30 | |
| AGG | ISHARES TR | 1.54% | 393.6K | $39.0M | +6.49%(+23.99K) | $103.74(-5.83%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 1.52% | 326.8K | $38.4M | -1.85%(-6.17K) | $49.26(+130.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.72% | +50.96% | +8.13% | +47.85% |
| Top 20 Holdings Unweighted | +12.75% | +43.34% | +6.86% | +39.33% |
Visionary Wealth Advisors reports $2.53B in US-listed equity holdings across 666 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.6%), IVV (3.4%) and PWR (2.5%). The top 20 holdings account for 34.08% of reported assets. Its disclosed equity book has returned +50.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Visionary Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802984). View Visionary Wealth Advisors’s 13F filings on SEC