Visionary Wealth Advisors
668 holdingsFiling period: 2026-06-30Current AUM: $2.60Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 403.8K | $116.8M | $137.1M | 5.28% | +2.6K | 2026-06-30 |
| 2 | IVV | iShares TR | 114.8K | $86.0M | $88.7M | 3.42% | +9.5K | 2026-06-30 |
| 3 | PWR | Quanta Svcs Inc | 89.8K | $64.7M | $53.5M | 2.06% | -6,889 | 2026-06-30 |
| 4 | SCHX | Schwab Strategic TR | 1.85M | $54.3M | $55.8M | 2.15% | +22.4K | 2026-06-30 |
| 5 | SCHF | Schwab Strategic TR | 1.87M | $51.8M | $50.6M | 1.95% | +1.8K | 2026-06-30 |
| 6 | SCHG | Schwab Strategic TR | 1.40M | $47.5M | $49.8M | 1.92% | +35.7K | 2026-06-30 |
| 7 | AVLV | American Centy ETF TR | 494.4K | $45.1M | $46.2M | 1.78% | +24.3K | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 117.7K | $43.9M | $62.6M | 2.41% | +924 | 2026-06-30 |
| 9 | AGG | iShares TR | 393.6K | $39.0M | $37.5M | 1.44% | +24.0K | 2026-06-30 |
| 10 | CSCO | Cisco Sys Inc | 326.8K | $38.4M | $34.9M | 1.34% | -6,170 | 2026-06-30 |
| 11 | AVDE | American Centy ETF TR | 420.4K | $37.5M | $37.8M | 1.46% | +145.1K | 2026-06-30 |
| 12 | BND | Vanguard BD Index Fds | 431.0K | $31.6M | $30.5M | 1.18% | +30.3K | 2026-06-30 |
| 13 | VOO | Vanguard Index Fds | 43.1K | $29.6M | $30.5M | 1.17% | +4.5K | 2026-06-30 |
| 14 | PYLD | PIMCO ETF TR | 1.08M | $28.7M | $27.5M | 1.06% | -80,119 | 2026-06-30 |
| 15 | IWF | iShares TR | 218.9K | $27.2M | $26.8M | 1.03% | +168.2K | 2026-06-30 |
| 16 | VTV | Vanguard Index Fds | 122.1K | $26.6M | $27.4M | 1.06% | +14.6K | 2026-06-30 |
| 17 | DFAT | Dimensional ETF Trust | 345.0K | $24.1M | $23.6M | 0.91% | -1,675 | 2026-06-30 |
| 18 | DFAC | Dimensional ETF Trust | 542.7K | $24.1M | $24.5M | 0.94% | +10.5K | 2026-06-30 |
| 19 | JNJ | Johnson & Johnson | 92.0K | $23.4M | $23.9M | 0.92% | +2.3K | 2026-06-30 |
| 20 | JPIE | J P Morgan Exchange Traded F | 503.3K | $23.2M | $22.6M | 0.87% | -3,877 | 2026-06-30 |
| 21 | SCHA | Schwab Strategic TR | 635.3K | $23.0M | $20.7M | 0.80% | -151,237 | 2026-06-30 |
| 22 | NVDA | NVIDIA Corporation | 113.1K | $22.6M | $24.5M | 0.94% | +3.3K | 2026-06-30 |
| 23 | AMZN | Amazon.com Inc | 90.5K | $21.6M | $23.8M | 0.92% | +1.5K | 2026-06-30 |
| 24 | VO | Vanguard Index Fds | 267.6K | $21.6M | $21.7M | 0.83% | +201.7K | 2026-06-30 |
| 25 | AVGO | Broadcom Inc | 55.6K | $21.0M | $18.6M | 0.72% | +1.2K | 2026-06-30 |
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