Visionary Wealth Advisors
Filing Date
Global Rank
#1,889
/ 8,586
▲ 48
Top Industry
Consumer Electronics
11.9%
3Y Alpha vs SPY
-2.8%
Period ended 3 months ago
Filed May 13, 2026 · 34d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.4%
SPY
+78.1%
Annualised alpha
-2.7%
Max drawdown
−17.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
252 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.4%
−0.7 pts
Top 5
27.6%
−1.0 pts
Top 10
38.5%
−0.9 pts
HHI
288
Diversified−19
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.0% | $267,213,824 |
| Industrials | 15.0% | $133,323,915 |
| Consumer Cyclical | 9.1% | $80,605,390 |
| Healthcare | 8.4% | $74,863,778 |
| Financial Services | 8.3% | $73,748,881 |
| Consumer Defensive | 8.3% | $73,465,667 |
| Energy | 8.2% | $73,143,470 |
| Unclassified | 4.1% | $36,654,345 |
| Utilities | 3.7% | $33,073,759 |
| Communication Services | 3.6% | $32,121,327 |
| Basic Materials | 1.0% | $8,534,051 |
| Real Estate | 0.3% | $2,768,402 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSPI | Csp Inc /Ma/ | +19,923 | 784,811 | $6,788,615 | |
| SHEN | Shenandoah Telecommunications Co/Va/ | +18,090 | 42,365 | $653,268 | |
| UPS | United Parcel Service Inc | +16,310 | 25,393 | $2,498,163 | |
| ULBI | Ultralife Corp | +15,947 | 1,106,154 | $7,212,124 | |
| HODL | VanEck Bitcoin ETF | +14,128 | 60,686 | $1,162,743 | |
| ADP | Automatic Data Processing Inc | +12,572 | 40,754 | $8,280,397 | |
| QCOM | Qualcomm Inc/De | +12,041 | 76,285 | $9,823,982 | |
| PFE | Pfizer Inc | +11,092 | 159,836 | $4,488,194 | |
| TXRH | Texas Roadhouse, Inc. | +10,643 | 21,834 | $3,605,666 | |
| PAR | Par Technology Corp | +10,228 | 360,128 | $4,800,506 | |
| ROL | Rollins Inc | +9,113 | 65,513 | $3,499,049 | |
| DEFT | Defi Technologies, Inc. | +9,000 | 121,600 | $67,244 | |
| PINS | Pinterest, Inc. | +6,762 | 23,399 | $429,137 | |
| EMR | Emerson Electric Co | +6,506 | 107,559 | $14,092,380 | |
| SO | Southern Co | +5,987 | 106,896 | $10,317,601 | |
| IP | International Paper Co /New/ | +4,620 | 28,718 | $1,025,232 | |
| PLTR | Palantir Technologies Inc. | +4,463 | 24,354 | $3,562,503 | |
| ETH | Grayscale Ethereum Staking Mini ETF | +4,008 | 57,720 | $1,146,319 | |
| M | Macy's, Inc. | +3,750 | 23,750 | $429,637 | |
| DUK | Duke Energy CORP | +3,649 | 75,042 | $9,825,999 | |
| AMZN | Amazon Com Inc | +3,151 | 88,992 | $18,534,363 | |
| AAPL | Apple Inc. | +2,738 | 401,244 | $101,831,714 | |
| TXN | Texas Instruments Inc | +2,271 | 13,974 | $2,712,912 | |
| MO | Altria Group, Inc. | +2,204 | 166,684 | $10,999,477 | |
| VKTX | Viking Therapeutics, Inc. | +2,153 | 22,779 | $741,228 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GSK | GSK plc | −33,612 | 175,589 | $9,690,756 | |
| IBIT | iShares Bitcoin Trust ETF | −17,028 | 102,598 | $3,941,815 | |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | −8,102 | 332,204 | $4,743,873 | |
| XOM | Exxon Mobil Corp | −7,578 | 107,497 | $18,237,941 | |
| EFSC | Enterprise Financial Services Corp | −7,497 | 30,987 | $1,676,706 | |
| RTX | RTX Corp | −6,668 | 48,463 | $9,348,512 | |
| JNJ | Johnson & Johnson | −5,492 | 89,720 | $21,931,156 | |
| PWR | Quanta Services, Inc. | −5,037 | 96,682 | $53,080,351 | |
| WMT | Walmart Inc. | −4,818 | 168,453 | $20,935,338 | |
| NEE | Nextera Energy Inc | −4,133 | 110,142 | $10,229,988 | |
| KMI | Kinder Morgan, Inc. | −4,112 | 432,168 | $14,490,593 | |
| GLDM | World Gold Trust | −4,046 | 21,740 | $2,015,080 | |
| APLD | Applied Digital Corp. | −3,545 | 12,732 | $302,257 | |
| PSX | Phillips 66 | −3,470 | 69,768 | $12,710,334 | |
| GBTC | Grayscale Bitcoin Trust ETF | −2,909 | 33,902 | $1,788,669 | |
| OWL | Blue Owl Capital Inc. | −2,455 | 13,048 | $119,128 | |
| ZWS | Zurn Elkay Water Solutions Corp | −2,410 | 10,467 | $469,340 | |
| MSFT | Microsoft Corp | −2,366 | 116,754 | $43,218,828 | |
| BE | Bloom Energy Corp | −2,348 | 4,488 | $608,079 | |
| CDE | Coeur Mining, Inc. | −2,223 | 22,109 | $414,985 | |
| LMT | Lockheed Martin Corp | −1,925 | 18,853 | $11,394,564 | |
| OXY | Occidental Petroleum Corp /De/ | −1,763 | 7,363 | $478,595 | |
| VIST | Vista Energy, S.A.B. de C.V. | −1,700 | 7,299 | $550,855 | |
| GLD | Spdr Gold Trust | −1,700 | 10,960 | $4,715,978 | |
| INTC | Intel Corp | −1,652 | 10,735 | $473,735 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EMF | Templeton Emerging Markets Fund | 34,111 | $596,601 | |
| ZBRA | Zebra Technologies Corp | 2,293 | $479,420 | |
| AZN | Astrazeneca PLC | 2,405 | $474,314 | |
| IBRX | ImmunityBio, Inc. | 58,760 | $450,689 | |
| HALO | Halozyme Therapeutics, Inc. | 5,195 | $335,752 | |
| GDLC | Grayscale CoinDesk Crypto 5 ETF | 7,492 | $233,675 | |
| APD | Air Products & Chemicals, Inc. | 782 | $227,163 | |
| E | Eni Spa | 4,000 | $226,440 | |
| CIEN | Ciena Corp | 568 | $220,514 | |
| TJX | Tjx Companies Inc /De/ | 1,377 | $219,906 | |
| NBIS | Nebius Group N.V. | 2,108 | $218,726 | |
| AEP | American Electric Power Co Inc | 1,631 | $213,791 | |
| TGT | Target Corp | 1,701 | $206,161 | |
| CME | Cme Group Inc. | 691 | $204,086 | |
| ITW | Illinois Tool Works Inc | 769 | $200,163 | |
| BNC | CEA Industries Inc. | 15,202 | $44,389 | |
| HCAT | Health Catalyst, Inc. | 13,650 | $17,335 | |
| BNZI | Banzai International, Inc. | 12,385 | $11,778 | |
| CUE | Cue Biopharma, Inc. | 29,285 | $6,735 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NSC | Norfolk Southern Corp | 5,627 | $1,624,627 | |
| FTNT | Fortinet, Inc. | 5,307 | $421,428 | |
| TTD | Trade Desk, Inc. | 7,562 | $287,053 | |
| BMNR | Bitmine Immersion Technologies, Inc. | 9,172 | $249,019 | |
| VLO | Valero Energy Corp/Tx | 1,507 | $245,324 | |
| PAYX | Paychex Inc | 2,058 | $230,866 | |
| CTOS | Custom Truck One Source, Inc. | 35,000 | $201,600 | |
| AMPY | Amplify Energy Corp. | 11,500 | $52,555 | |
| FBIO | Fortress Biotech, Inc. | 11,235 | $41,120 | |
| PROP | Prairie Operating Co. | 10,120 | $17,102 | |
| No positions match the current search. | ||||
43 positions ·
$267,213,824 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 401,244 | $101,831,714 | 38.11% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 116,754 | $43,218,828 | 16.17% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 332,927 | $25,831,805 | 9.67% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 109,748 | $19,140,051 | 7.16% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 54,465 | $16,857,462 | 6.31% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 76,285 | $9,823,982 | 3.68% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 40,754 | $8,280,397 | 3.10% | |
| CSPI |
Csp Inc /Ma/
Technology
|
Reduced | 784,811 | $6,788,615 | 2.54% | |
| PAR |
Par Technology Corp
Technology
|
Added | 360,128 | $4,800,506 | 1.80% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 24,354 | $3,562,503 | 1.33% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 9,380 | $3,168,939 | 1.19% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 13,974 | $2,712,912 | 1.02% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 12,593 | $2,561,793 | 0.96% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 12,566 | $1,848,584 | 0.69% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 5,131 | $1,734,021 | 0.65% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 7,923 | $1,300,401 | 0.49% | |
| MSTR |
Strategy Inc
Technology
|
Added | 9,965 | $1,243,632 | 0.47% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 5,724 | $1,068,499 | 0.40% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 3,048 | $1,041,775 | 0.39% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 2,494 | $973,682 | 0.36% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 8,025 | $839,013 | 0.31% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,363 | $815,157 | 0.31% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 5,492 | $674,307 | 0.25% | |
| CLS |
Celestica Inc
Technology
|
Added | 2,003 | $564,205 | 0.21% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,148 | $504,687 | 0.19% | |
| ZBRA |
Zebra Technologies Corp
Technology
|
NEW | 2,293 | $479,420 | 0.18% | |
| INTC |
Intel Corp
Technology
|
Reduced | 10,735 | $473,735 | 0.18% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 1,150 | $450,524 | 0.17% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 6,046 | $434,888 | 0.16% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Added | 5,415 | $419,500 | 0.16% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 1,645 | $399,866 | 0.15% | |
| IONQ |
IonQ, Inc.
Technology
|
Added | 12,830 | $369,888 | 0.14% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,681 | $359,162 | 0.13% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Added | 3,658 | $343,376 | 0.13% | |
| ZS |
Zscaler, Inc.
Technology
|
Added | 2,293 | $321,684 | 0.12% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 966 | $307,323 | 0.12% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 2,552 | $302,718 | 0.11% | |
| APLD |
Applied Digital Corp.
Technology
|
Reduced | 12,732 | $302,257 | 0.11% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 651 | $282,514 | 0.11% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Added | 2,559 | $280,466 | 0.10% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 2,693 | $266,741 | 0.10% | |
| CIEN |
Ciena Corp
Technology
|
NEW | 568 | $220,514 | 0.08% | |
| BNZI |
Banzai International, Inc.
Technology
|
NEW | 12,385 | $11,778 | 0.00% |