Visionary Wealth Advisors
640 holdingsFiling period: 2026-03-31Current AUM: $2.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 401.2K | $101.8M | $123.9M | 4.96% | +2.7K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 105.3K | $68.8M | $79.0M | 3.16% | +1.9K | 2026-03-31 |
| 3 | PWR | QUANTA SVCS INC | 96.7K | $53.1M | $64.5M | 2.58% | -5,037 | 2026-03-31 |
| 4 | SCHX | SCHWAB STRATEGIC TR | 1.82M | $46.7M | $53.7M | 2.15% | +70.9K | 2026-03-31 |
| 5 | SCHF | SCHWAB STRATEGIC TR | 1.87M | $46.3M | $51.3M | 2.05% | +45.5K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 116.8K | $43.2M | $54.3M | 2.17% | -2,366 | 2026-03-31 |
| 7 | SCHG | SCHWAB STRATEGIC TR | 1.37M | $39.8M | $46.7M | 1.87% | +35.2K | 2026-03-31 |
| 8 | AVLV | AMERICAN CENTY ETF TR | 470.1K | $37.9M | $43.3M | 1.73% | -886 | 2026-03-31 |
| 9 | AGG | ISHARES TR | 369.6K | $36.7M | $36.0M | 1.44% | +14.8K | 2026-03-31 |
| 10 | PYLD | PIMCO ETF TR | 1.16M | $30.5M | $30.4M | 1.22% | +59.3K | 2026-03-31 |
| 11 | BND | VANGUARD BD INDEX FDS | 400.7K | $29.5M | $28.9M | 1.16% | +22.9K | 2026-03-31 |
| 12 | CSCO | CISCO SYS INC | 332.9K | $25.8M | $38.6M | 1.54% | +240 | 2026-03-31 |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | 507.1K | $23.4M | $23.2M | 0.93% | -54,364 | 2026-03-31 |
| 14 | AVDE | AMERICAN CENTY ETF TR | 275.2K | $23.4M | $25.1M | 1.00% | -713 | 2026-03-31 |
| 15 | VOO | VANGUARD INDEX FDS | 38.6K | $23.0M | $26.5M | 1.06% | +2.5K | 2026-03-31 |
| 16 | SCHA | SCHWAB STRATEGIC TR | 786.6K | $22.9M | $26.4M | 1.06% | +62.6K | 2026-03-31 |
| 17 | JNJ | JOHNSON & JOHNSON | 89.7K | $21.9M | $23.0M | 0.92% | -5,492 | 2026-03-31 |
| 18 | DFAT | DIMENSIONAL ETF TRUST | 346.6K | $21.6M | $24.5M | 0.98% | +7.1K | 2026-03-31 |
| 19 | IWF | ISHARES TR | 50.7K | $21.6M | $24.0M | 0.96% | -167 | 2026-03-31 |
| 20 | VTV | VANGUARD INDEX FDS | 107.5K | $21.1M | $23.6M | 0.94% | +978 | 2026-03-31 |
| 21 | WMT | WALMART INC | 168.5K | $20.9M | $18.7M | 0.75% | -4,818 | 2026-03-31 |
| 22 | DFAC | DIMENSIONAL ETF TRUST | 532.2K | $20.7M | $23.7M | 0.95% | +2.4K | 2026-03-31 |
| 23 | MOAT | VANECK ETF TRUST | 205.6K | $19.9M | $22.2M | 0.89% | -6,341 | 2026-03-31 |
| 24 | PG | PROCTER & GAMBLE CO | 134.4K | $19.4M | $19.4M | 0.78% | +1.3K | 2026-03-31 |
| 25 | NVDA | NVIDIA CORPORATION | 109.7K | $19.1M | $22.0M | 0.88% | +1.6K | 2026-03-31 |
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