Vision Point Advisory Group, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $473 Million distributed in 394 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $18.6M, Nvidia Corp with a value of $11.7M, Spdr S&P 500 ETF Trust with a value of $11.6M, Ishares Barclays 1 3 Year Trea with a value of $11M, and Invesco Qqq Trust, Series 1 with a value of $10.4M.
Examining the 13F form we can see an increase of $40.4M in the current position value, from $432M to 473M.
Vision Point Advisory Group, LLC is based out at Dallas, TX
Below you can find more details about Vision Point Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$473 Million
ETFs: $244 Million
Technology: $57.6 Million
Financial Services: $35.5 Million
Industrials: $26.3 Million
Healthcare: $25.7 Million
Consumer Cyclical: $18.8 Million
Communication Services: $17.2 Million
Consumer Defensive: $16.9 Million
Other: $28.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
