Position in HOOD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$710,082
+$247,089 QoQ
Shares Held
7,081
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#742
of 1,387 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Visionary Wealth Advisors holds $3,455,689 across 6 Capital Markets names. HOOD ranks #3 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
6,887 | $1,439,658 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,082 | $1,094,302 | |
| 3 | HOOD |
Robinhood Markets, Inc.
This page
|
7,081 | $710,082 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
10,518 | $139,994 | |
| 5 | DEFT |
Defi Technologies, Inc.
|
107,600 | $55,306 | |
| 6 | ABTC |
American Bitcoin Corp.
|
1,600 | $16,347 |
All Filings in HOOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,082 | 7,081 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $462,993 | 6,681 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $760,145 | 6,721 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $970,044 | 6,775 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $525,638 | 5,614 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||