Visionary Wealth Advisors Incresed Positions in Q3 2025

Visionary Wealth Advisors

  • $1.96 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.54M
+ 996.24%
$24.46 - $26.5 $37.7M - $40.9M
1.7M $44.7M
AAPL
Apple Inc.

Technology
2.57K
+ 0.63%
$202.38 - $256.87 $520K - $660K
409K $104M
AVDE
American Centy ETF Tr Avantis

ETFs
161K
+ 162.39%
$73.24 - $79.04 $11.8M - $12.7M
259K $20.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
119K
+ 47.04%
$97.75 - $100.75 $11.6M - $12M
372K $37.3M
VO
Vanguard Mid Cap ETF

ETFs
35.1K
+ 120.2%
$279.83 - $293.74 $9.81M - $10.3M
64.2K $18.9M
IVV
Ishares Core S&P 500 ETF

ETFs
6.79K
+ 7.31%
$620.67 - $670.08 $4.21M - $4.55M
99.7K $66.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
144K
+ 2360.21%
$50.53 - $50.82 $7.28M - $7.32M
150K $7.63M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.27K
+ 35.09%
$567.77 - $614.76 $5.26M - $5.7M
35.7K $21.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
91.1K
+ 1586.69%
$63.41 - $69.69 $5.78M - $6.35M
96.9K $6.63M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
27.4K
+ 16.35%
$89.32 - $107.82 $2.45M - $2.96M
195K $21M
BALT
Innovator Etfs Tr
153K
+ 92.43%
$32.11 - $32.82 $4.9M - $5.01M
318K $10.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
111K
+ 7.23%
$21.69 - $23.34 $2.41M - $2.59M
1.65M $38.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
85.2K
+ 21.9%
$36.04 - $38.78 $3.07M - $3.3M
474K $18.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
45.9K
+ 17.44%
$53.36 - $59.69 $2.45M - $2.74M
309K $18M
NVDA
Nvidia Corp

Technology
2.59K
+ 2.3%
$153.3 - $186.58 $397K - $483K
115K $21.4M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
36.2K
+ 92.42%
$81.61 - $86.58 $2.95M - $3.13M
75.3K $6.42M
CGDV
Capital Group Divid Value ETF

ETFs
57.9K
+ 22.43%
$39.59 - $42.21 $2.29M - $2.45M
316K $13.3M
HD
Home Depot, Inc.

Consumer Cyclical
2.47K
+ 4.6%
$357.4 - $423.42 $881K - $1.04M
56K $22.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.18K
+ 25.66%
$225.11 - $247.9 $2.07M - $2.28M
44.9K $11.1M
GOOG
Alphabet Inc.

Communication Services
3.86K
+ 14.98%
$175.16 - $255.24 $676K - $986K
29.6K $7.22M
ABBV
Abb Vie Inc.

Healthcare
60
+ 0.1%
$184.85 - $231.54 $11.1K - $13.9K
57.3K $13.3M
XLK
Technology Sector Spdr

ETFs
3.56K
+ 6.25%
$250.97 - $282.66 $894K - $1.01M
60.5K $17.1M
MSFT
Microsoft Corp

Technology
20
+ 0.02%
$491.09 - $535.64 $9.82K - $10.7K
111K $57.6M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
42K
+ 33.39%
$41.91 - $44.87 $1.76M - $1.88M
168K $7.49M
AVLV
American Centy ETF Tr Avantis
1.61K
+ 0.34%
$68.33 - $72.69 $110K - $117K
477K $34.5M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
39.9K
+ 552.89%
$49.09 - $50.58 $1.96M - $2.02M
47.1K $2.38M
JCPB
J P Morgan Exchange Traded Fd

ETFs
40K
+ 37.53%
$46.37 - $47.77 $1.85M - $1.91M
147K $6.97M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
14.3K
+ 825.22%
$128.6 - $136.01 $1.84M - $1.95M
16.1K $2.17M
MUB
Ishares National Muni Bond ETF

ETFs
17K
+ 84.15%
$103.24 - $106.68 $1.76M - $1.82M
37.3K $3.97M
URI
United Rentals, Inc.

Industrials
665
+ 10.96%
$774.14 - $975.23 $515K - $649K
6.73K $6.42M
BND
Vanguard Bd Index Fd Inc Total

ETFs
19.9K
+ 5.77%
$72.57 - $74.72 $1.44M - $1.48M
364K $27.1M
VTV
Vanguard Value ETF

ETFs
3.84K
+ 4.04%
$175.51 - $186.57 $674K - $717K
99K $18.5M
AEM
Agnico Eagle Mines LTD

Basic Materials
412
+ 1.32%
$116.14 - $168.56 $47.8K - $69.4K
31.6K $5.33M
DFIV
Dimensional ETF Tr

ETFs
22.5K
+ 14.64%
$42.66 - $46.53 $960K - $1.05M
176K $8.13M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
18.9K
+ 7.52%
$30.13 - $33.37 $568K - $629K
270K $9M
AVUV
American Centy ETF Tr Avantis

ETFs
10.4K
+ 25.34%
$90.37 - $102.12 $943K - $1.07M
51.6K $5.14M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.9K
+ 32.18%
$87.29 - $93.61 $1.13M - $1.21M
53K $4.95M
DUK
Duke Energy Corp

Utilities
8.04K
+ 13.0%
$116.31 - $125.93 $935K - $1.01M
69.9K $8.65M
DISV
Dimensional ETF Tr Dimensional

ETFs
30.7K
+ 53.19%
$32.78 - $35.79 $1.01M - $1.1M
88.5K $3.16M
GLD
Spdr Gold Trust

ETFs
2.2K
+ 23.46%
$300.96 - $355.47 $661K - $781K
11.6K $4.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.4K
+ 4.46%
$459.11 - $506.91 $645K - $712K
32.9K $16.5M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
10K
+ 75.2%
$100.63 - $112.27 $1.01M - $1.13M
23.4K $2.58M
LMT
Lockheed Martin Corp

Industrials
976
+ 5.02%
$410.74 - $499.21 $401K - $487K
20.4K $10.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
32.4K
+ 54.45%
$29.55 - $32.52 $958K - $1.05M
92K $2.95M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
22.4K
+ 38.85%
$48.5 - $50.19 $1.08M - $1.12M
79.9K $4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
9.07K
+ 199.69%
$110.74 - $122.12 $1M - $1.11M
13.6K $1.65M
CGGR
Capital Group Growth ETF Shs C

ETFs
24.5K
+ 194.15%
$40.2 - $44.58 $983K - $1.09M
37.1K $1.63M
META
Meta Platforms, Inc.

Communication Services
1.54K
+ 10.16%
$695.21 - $791.73 $1.07M - $1.22M
16.7K $12.3M
PLTR
Palantir Technologies Inc.

Technology
1.24K
+ 6.81%
$130.68 - $186.97 $162K - $232K
19.5K $3.55M
Activity Summary
Buys All Purchases 324 New Holdings 59 Increased Positions 265 Sells All Sells 221 Reductions 221 Sold out 0 Options Calls 0 Puts 0
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