VISIONARY HORIZONS, LLC - Portfolio overview

VISIONARY HORIZONS, LLC has 144 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 13.38%
2. SPYV - SPDR SERIES TRUST, 10.39%
3. FNDF - SCHWAB STRATEGIC TR, 6.08%

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

Explore securities or join Upside Invest to compare portfolios.