Visionary Wealth Advisors has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.96 Billion distributed in 591 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $104M, Ishares Core S&P 500 ETF with a value of $66.7M, Microsoft Corp with a value of $57.6M, Schwab Strategic Tr Us Large C with a value of $44.7M, and Quanta Services, Inc. with a value of $42.8M.

Examining the 13F form we can see an increase of $143M in the current position value, from $1.82B to 1.96B.

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 $1.96 Billion
ETFs: $1.03 Billion
Technology: $291 Million
Industrials: $126 Million
Consumer Cyclical: $92.9 Million
Financial Services: $76.2 Million
Consumer Defensive: $73.1 Million
Energy: $57.5 Million
Healthcare: $56.4 Million
Other: $77.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 591
  • Current Value $1.96 Billion
  • Prior Value $1.82 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 59 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 221 stocks
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