Visionary Wealth Advisors
668 holdingsFiling period: 2026-06-30Current AUM: $2.58Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 403.8K | $116.8M | $133.8M | 5.19% | +2.6K | 2026-06-30 |
| 2 | IVV | ISHARES TR | 114.8K | $86.0M | $87.1M | 3.38% | +9.5K | 2026-06-30 |
| 3 | PWR | QUANTA SVCS INC | 89.8K | $64.7M | $55.1M | 2.14% | -6,889 | 2026-06-30 |
| 4 | SCHX | SCHWAB STRATEGIC TR | 1.85M | $54.3M | $55.1M | 2.14% | +22.4K | 2026-06-30 |
| 5 | SCHF | SCHWAB STRATEGIC TR | 1.87M | $51.8M | $51.9M | 2.01% | +1.8K | 2026-06-30 |
| 6 | SCHG | SCHWAB STRATEGIC TR | 1.40M | $47.5M | $49.1M | 1.91% | +35.7K | 2026-06-30 |
| 7 | AVLV | AMERICAN CENTY ETF TR | 494.4K | $45.1M | $46.0M | 1.79% | +24.3K | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP | 117.7K | $43.9M | $58.5M | 2.27% | +924 | 2026-06-30 |
| 9 | AGG | ISHARES TR | 393.6K | $39.0M | $37.7M | 1.46% | +24.0K | 2026-06-30 |
| 10 | CSCO | CISCO SYS INC | 326.8K | $38.4M | $36.0M | 1.40% | -6,170 | 2026-06-30 |
| 11 | AVDE | AMERICAN CENTY ETF TR | 420.4K | $37.5M | $38.6M | 1.50% | +145.1K | 2026-06-30 |
| 12 | BND | VANGUARD BD INDEX FDS | 431.0K | $31.6M | $30.7M | 1.19% | +30.3K | 2026-06-30 |
| 13 | VOO | VANGUARD INDEX FDS | 43.1K | $29.6M | $30.0M | 1.17% | +4.5K | 2026-06-30 |
| 14 | PYLD | PIMCO ETF TR | 1.08M | $28.7M | $27.8M | 1.08% | -80,119 | 2026-06-30 |
| 15 | IWF | ISHARES TR | 218.9K | $27.2M | $26.4M | 1.02% | +168.2K | 2026-06-30 |
| 16 | VTV | VANGUARD INDEX FDS | 122.1K | $26.6M | $27.2M | 1.06% | +14.6K | 2026-06-30 |
| 17 | DFAT | DIMENSIONAL ETF TRUST | 345.0K | $24.1M | $24.2M | 0.94% | -1,675 | 2026-06-30 |
| 18 | DFAC | DIMENSIONAL ETF TRUST | 542.7K | $24.1M | $24.3M | 0.94% | +10.5K | 2026-06-30 |
| 19 | JNJ | JOHNSON & JOHNSON | 92.0K | $23.4M | $24.6M | 0.95% | +2.3K | 2026-06-30 |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | 503.3K | $23.2M | $22.8M | 0.89% | -3,877 | 2026-06-30 |
| 21 | SCHA | SCHWAB STRATEGIC TR | 635.3K | $23.0M | $21.1M | 0.82% | -151,237 | 2026-06-30 |
| 22 | NVDA | NVIDIA CORPORATION | 113.1K | $22.6M | $24.0M | 0.93% | +3.3K | 2026-06-30 |
| 23 | AMZN | AMAZON COM INC | 90.5K | $21.6M | $22.5M | 0.87% | +1.5K | 2026-06-30 |
| 24 | VO | VANGUARD INDEX FDS | 267.6K | $21.6M | $21.4M | 0.83% | +201.7K | 2026-06-30 |
| 25 | AVGO | BROADCOM INC | 55.6K | $21.0M | $18.9M | 0.73% | +1.2K | 2026-06-30 |
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