VISION FINANCIAL MARKETS LLC

CIK: 0001378145Latest portfolio: $98.0M · Q4 2025

Holdings

409

Total Value

$98.0M

New Positions

12

Closed Positions

32

#StockSharesValue% PortfolioChangeType
1
NDQINVESCO QQQ TR
16,506$10.1M10.35%+171
2
SPYSPDR S&P 500 ETF TR TR
14,089$9.6M9.80%+122
3
AAPLAPPLE INC
30,760$8.4M8.53%-700
4
AZOAUTOZONE INC
1,896$6.4M6.56%-42
5
TBILRBB FD INC
120,088$6.0M6.11%+3K
6
JPMJPMORGAN CHASE & CO.
16,593$5.3M5.46%-108
7
AMZNAMAZON COM INC
19,536$4.5M4.60%
8
ANAUTONATION INC
14,750$3.0M3.11%-100
9
BRK/BBERKSHIRE HATHAWAY INC DEL
5,970$3.0M3.06%
10
WSMWILLIAMS SONOMA INC
13,600$2.4M2.48%
11
HDHOME DEPOT INC
6,093$2.1M2.14%-398
12
TSLATESLA INC
4,637$2.1M2.13%
13
MSFTMICROSOFT CORP
3,043$1.5M1.50%+60
14
BLKBLACKROCK INC
1,310$1.4M1.43%-90
15
WMWASTE MGMT INC DEL
5,804$1.3M1.30%-390
16
GOOGALPHABET INC
3,855$1.2M1.23%-75
17
COSTCOSTCO WHSL CORP NEW
1,340$1.2M1.18%
18
JNJJOHNSON & JOHNSON
4,626$957K0.98%-100
19
NVDANVIDIA CORPORATION
5,059$943K0.96%+419
20
MCDMCDONALDS CORP
2,904$887K0.91%-100
21
SHAKSHAKE SHACK INC
10,150$823K0.84%-100
22
METMETLIFE INC
9,788$772K0.79%-99
23
BACVERIZON COMMUNICATIONS INC
18,800$765K0.78%+4
24
STWDSTARWOOD PPTY TR INC
41,700$751K0.77%
25
LMTLOCKHEED MARTIN CORP
1,521$735K0.75%-50

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
TBIL120K+3K
NFLX620+558
MU605+465
NVDA5K+419
TOST335+310
IBIT889+275
XLE486+243
UBER570+200
CLX320+200
SCHD325+175

Decreased Positions

NameSharesChange
O1K-21898
RITM107-6898
STX30-5270
LQD4K-1000
KHC8K-1000
AAPL31K-700
PFE7K-493
HD6K-398
WM6K-390
FINV550-350

Sector Breakdown

Financial Services0.0% ($9.606598953461402e+195T)
Technology0.0% ($8.362147194371034e+98T)
Consumer Cyclical0.0% ($6.4304509304524276e+53T)
Healthcare0.0% ($9.5746241020518e+46T)
Industrials0.0% ($1.275735331245124e+43T)
Consumer Defensive0.0% ($1.1546873182542483e+37T)
Unknown0.0% ($1.0139300020417016e+35T)
Energy0.0% ($5.164343941911561e+33T)
Utilities0.0% ($4.792031751631011e+27T)
Communication Services0.0% ($1.2097302935852504e+26T)
Real Estate0.0% ($751111672020191872.0T)
Basic Materials0.0% ($35161615121.2T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 22, 2026$98.0M409
Q3 2025Nov 6, 2025$117.1B429
Q2 2025Aug 1, 2025$106.1B433
Q1 2025May 9, 2025$91.9B443
Q4 2024Feb 6, 2025$93.2B233

Fund Information

CIK0001378145
Most Recent FilingJan 22, 2026
Number of Filings5

VISION FINANCIAL MARKETS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $98.0M across 409 holdings. The largest position is INVESCO QQQ TR (NDQ), representing 10.3% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 32 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.