Visionary Wealth Advisors Portfolio Holdings

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025

Visionary Wealth Advisors has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.82 Billion distributed in 568 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $83.4M, Schwab Strategic Tr Us Large C with a value of $58M, Ishares Core S&P 500 ETF with a value of $57.7M, Microsoft Corp with a value of $55.3M, and Quanta Services, Inc. with a value of $39.4M.

Examining the 13F form we can see an increase of $254M in the current position value, from $1.56B to 1.82B.

Visionary Wealth Advisors is based out at O'fallon, IL

Below you can find more details about Visionary Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $1.82 Billion
ETFs: $966 Million
Technology: $271 Million
Industrials: $117 Million
Consumer Cyclical: $79.1 Million
Financial Services: $72.9 Million
Consumer Defensive: $71.3 Million
Energy: $55.6 Million
Healthcare: $50.4 Million
Other: $66.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$83.4 Million 4.59% of portfolio
406,726
Q2 2025 Added 86.96%
$3.95T
$55.3 Million 3.04% of portfolio
111,176
Q2 2025 Added 17.33%
$56B
$39.4 Million 2.17% of portfolio
104,243
Q2 2025 Reduced 17.71%
$293B
$24.4 Million 1.34% of portfolio
351,369
Q2 2025 Added 2.31%
$1.34B
$22.7 Million 1.25% of portfolio
326,710
Q2 2025 Reduced 0.24%
$368B
$21 Million 1.16% of portfolio
132,044
Q2 2025 Reduced 0.59%
$405B
$19.6 Million 1.08% of portfolio
53,563
Q2 2025 Added 94.21%
$456B
$17.7 Million 0.98% of portfolio
112,285
Q2 2025 Added 14.0%
$127B
$17.9 Million 0.98% of portfolio
64,797
Q2 2025 Reduced 0.35%
$2.26T
$17.6 Million 0.97% of portfolio
80,251
Q2 2025 Added 32.73%
$281B
$16.6 Million 0.91% of portfolio
169,613
Q2 2025 Added 2.97%
$859B
$16.1 Million 0.89% of portfolio
55,694
Q2 2025 Reduced 0.49%
$621B
$15.3 Million 0.84% of portfolio
31,468
Q2 2025 Added 17.46%
$6.4B
$15.1 Million 0.83% of portfolio
167,700
Q2 2025 Added 47,006.74%
$452B
$14.8 Million 0.81% of portfolio
96,834
Q2 2025 Added 4.51%
$59.7B
$12.4 Million 0.68% of portfolio
421,270
Q2 2025 Added 3.69%
$302B
$11.3 Million 0.62% of portfolio
78,987
Q2 2025 Added 4.01%
$1.78T
$11.2 Million 0.62% of portfolio
15,182
Q2 2025 Added 57.92%
$351B
$10.6 Million 0.58% of portfolio
57,208
Q2 2025 Added 3.68%
$173B
$10.3 Million 0.57% of portfolio
64,474
Q2 2025 Added 12.35%
$118B
$9.74 Million 0.54% of portfolio
166,090
Q2 2025 Added 2.37%
$111M
$9.81 Million 0.54% of portfolio
1,092,947
Q2 2025 Added 0.09%
$83.7B
$9.66 Million 0.53% of portfolio
105,973
Q2 2025 Added 1.35%
$50.8M
$9.58 Million 0.53% of portfolio
740,187
Q2 2025 Added 5.67%
$182B
$9.44 Million 0.52% of portfolio
218,187
Q2 2025 Added 11.23%
$113B
$9 Million 0.5% of portfolio
19,426
Q2 2025 Added 15.98%
$102B
$9.04 Million 0.5% of portfolio
98,495
Q2 2025 Added 2.36%
$57.7B
$9.13 Million 0.5% of portfolio
76,497
Q2 2025 Added 6.11%
$229B
$8.84 Million 0.49% of portfolio
60,509
Q2 2025 Added 2.11%
$1.08T
$8.57 Million 0.47% of portfolio
26,988
Q2 2025 Added 14.8%
$124B
$8.2 Million 0.45% of portfolio
26,582
Q2 2025 Added 1.88%
$1.14B
$7.91 Million 0.44% of portfolio
266,259
Q2 2025 Reduced 0.04%
$141B
$7.92 Million 0.44% of portfolio
114,086
Q2 2025 Added 5.39%
$202B
$7.98 Million 0.44% of portfolio
60,428
Q2 2025 Added 16.45%
$152B
$7.81 Million 0.43% of portfolio
27,957
Q2 2025 Added 4.45%
$63.8B
$7.19 Million 0.4% of portfolio
71,193
Q2 2025 Added 10.32%
$95.8B
$7.3 Million 0.4% of portfolio
61,849
Q2 2025 Added 879.4%
$306B
$7.15 Million 0.39% of portfolio
101,049
Q2 2025 Added 1.5%
$78.6B
$6.15 Million 0.34% of portfolio
46,148
Q2 2025 Added 8.52%
$138B
$4.74 Million 0.26% of portfolio
195,524
Q2 2025 Added 0.83%
$1.24T
$4.57 Million 0.25% of portfolio
25,773
Q2 2025 Added 31.27%
$63.6B
$4.57 Million 0.25% of portfolio
6,065
Q2 2025 New
$0
$4.19 Million 0.23% of portfolio
329,262
Q2 2025 Added 10.65%
$0
$4.22 Million 0.23% of portfolio
89,776
Q2 2025 Reduced 2.94%
$3.68B
$3.85 Million 0.21% of portfolio
9,518
Q2 2025 Reduced 1.05%
$1.21T
$3.75 Million 0.21% of portfolio
21,264
Q2 2025 Reduced 1.91%
$608B
$3.73 Million 0.21% of portfolio
4,785
Q2 2025 Added 118.0%
$61.6B
$3.71 Million 0.2% of portfolio
31,222
Q2 2025 Reduced 5.69%
$11.8B
$3.18 Million 0.18% of portfolio
16,983
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 568
  • Current Value $1.82 Billion
  • Prior Value $1.56 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 64 stocks
  • Additional Purchases 282 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 184 stocks
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