1y return+16.4%S&P 500 +20.9%
3y return+45.5%S&P 500 +68.5%
5y return+39.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $172 against $232 in the S&P 500.2
Visionary Wealth AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $116.8M | 4.6% | |
| IVVIshares Tr | $86.0M | 3.4% | +9.0% |
| PWRQuanta Svcs Inc | $64.7M | 2.6% | −7.1% |
| SCHXSchwab Strategic Tr | $54.3M | 2.1% | +1.2% |
| SCHFSchwab Strategic Tr | $51.8M | 2.0% | |
| SCHGSchwab Strategic Tr | $47.5M | 1.9% | +2.6% |
| AVLVAmerican Centy Etf Tr | $45.1M | 1.8% | +5.2% |
| MSFTMicrosoft Corp | $43.9M | 1.7% | |
| AGGIshares Tr | $39.0M | 1.5% | +6.5% |
| CSCOCisco Sys Inc | $38.4M | 1.5% | −1.9% |
| AVDEAmerican Centy Etf Tr | $37.5M | 1.5% | +52.7% |
| BNDVanguard Bd Index Fds | $31.6M | 1.2% | +7.6% |
| VOOVanguard Index Fds | $29.6M | 1.2% | +11.8% |
| PYLDPimco Etf Tr | $28.7M | 1.1% | −6.9% |
| IWFIshares Tr | $27.2M | 1.1% | +8.0% |
| VTVVanguard Index Fds | $26.6M | 1.1% | +13.6% |
| Dimensional Etf TrustCUSIP 25434V609 | $24.1M | 1.0% | |
| Dimensional Etf TrustCUSIP 25434V708 | $24.1M | 1.0% | +2.0% |
| JNJJohnson & Johnson | $23.4M | 0.9% | +2.6% |
| JPIEJ P Morgan Exchange Traded F | $23.2M | 0.9% | |
| SCHASchwab Strategic Tr | $23.0M | 0.9% | −19.2% |
| NVDANvidia Corporation | $22.6M | 0.9% | +3.0% |
| AMZNAmazon Com Inc | $21.6M | 0.9% | +1.6% |
| VOVanguard Index Fds | $21.6M | 0.9% | +1.6% |
| AVGOBroadcom Inc | $21.0M | 0.8% | +2.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $22.6M |
| PWRQuanta Svcs Inc | June 30, 2020 | +1735.6% | $64.7M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $21.0M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $19.2M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $17.7M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $15.0M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $19.0M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $47.5M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $27.2M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $15.0M |
Sold off last quarter
- DYNFBlackrock Etf Trust was $5.6M
- PRFDPimco Etf Tr was $2.8M
- GSSCGoldman Sachs Etf Tr was $2.7M
- Honeywell Intl IncCUSIP 438516106 was $1.5M
- HYBBIshares Tr was $1.3M
- OXYOccidental Pete Corp was $479K
- PINSPinterest Inc was $429K
- FLMIFranklin Templeton Etf Tr was $349K
- MODModine Mfg Co was $340K
- AGQProshares Tr II was $311K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +7.4% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +4.2% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −12.7% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +5.9% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Visionary Wealth Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802984&type=13F-HR&dateb=&owner=include&count=40CIK 1802984
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802984/000180298426000005/Filed August 13, 2026 · accession 0001802984-26-000005