Visionary Wealth Advisors - Portfolio overview

Visionary Wealth Advisors has 678 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.47%
2. IVV - ISHARES TR, 3.02%
3. PWR - QUANTA SVCS INC, 2.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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