Visionary Wealth Advisors Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.0T
Holdings
568
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (568 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 406,726 | $83.4B | 4.26% | |
| 2 | SCHGSCHWAB STRATEGIC TR | 1,984,470 | $58.0B | 2.96% | |
| 3 | IVVISHARES TR | 92,894 | $57.7B | 2.95% | |
| 4 | MSFTMICROSOFT CORP | 111,176 | $55.3B | 2.82% | |
| 5 | PWRQUANTA SVCS INC | 104,243 | $39.4B | 2.01% | |
| 6 | SCHFSCHWAB STRATEGIC TR | 1,536,938 | $34.0B | 1.73% | |
| 7 | AVLVAMERICAN CENTY ETF TR | 475,347 | $32.4B | 1.66% | |
| 8 | MINTPIMCO ETF TR | 291,994 | $29.4B | 1.50% | |
| 9 | BNDVANGUARD BD INDEX FDS | 344,389 | $25.4B | 1.30% | |
| 10 | AGGISHARES TR | 253,014 | $25.1B | 1.28% | |
| 11 | PYLDPIMCO ETF TR | 920,747 | $24.4B | 1.25% | |
| 12 | CSCOCISCO SYS INC | 351,369 | $24.4B | 1.25% | |
| 13 | IWFISHARES TR | 55,118 | $23.4B | 1.20% | |
| 14 | MOATVANECK ETF TRUST | 243,611 | $22.8B | 1.17% | |
| 15 | PARPAR TECHNOLOGY CORP | 326,710 | $22.7B | 1.16% | |
| 16 | SPYVSPDR SERIES TRUST | 416,777 | $21.8B | 1.11% | |
| 17 | PGPROCTER AND GAMBLE CO | 132,044 | $21.0B | 1.07% | |
| 18 | DBEFDBX ETF TR | 452,758 | $19.8B | 1.01% | |
| 19 | HDHOME DEPOT INC | 53,563 | $19.6B | 1.00% | |
| 20 | JPIEJ P MORGAN EXCHANGE TRADED F | 414,021 | $19.2B | 0.98% | |
| 21 | SCHASCHWAB STRATEGIC TR | 727,304 | $18.4B | 0.94% | |
| 22 | AVGOBROADCOM INC | 64,797 | $17.9B | 0.91% | |
| 23 | NVDANVIDIA CORPORATION | 112,285 | $17.7B | 0.91% | |
| 24 | AMZNAMAZON COM INC | 80,251 | $17.6B | 0.90% | |
| 25 | VTVVANGUARD INDEX FDS | 95,169 | $16.8B | 0.86% | |
| 26 | WMTWALMART INC | 169,613 | $16.6B | 0.85% | |
| 27 | JPMJPMORGAN CHASE & CO. | 55,694 | $16.1B | 0.82% | |
| 28 | UCONFIRST TR EXCHNG TRADED FD VI | 638,582 | $15.9B | 0.81% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 31,468 | $15.3B | 0.78% | |
| 30 | ORLYOREILLY AUTOMOTIVE INC | 167,700 | $15.1B | 0.77% | |
| 31 | VIGVANGUARD SPECIALIZED FUNDS | 73,727 | $15.1B | 0.77% | |
| 32 | VOOVANGUARD INDEX FDS | 26,410 | $15.0B | 0.77% | |
| 33 | JNJJOHNSON & JOHNSON | 96,834 | $14.8B | 0.76% | |
| 34 | XLKSELECT SECTOR SPDR TR | 56,958 | $14.4B | 0.74% | |
| 35 | DFATDIMENSIONAL ETF TRUST | 263,445 | $14.2B | 0.73% | |
| 36 | DFACDIMENSIONAL ETF TRUST | 389,126 | $13.9B | 0.71% | |
| 37 | KMIKINDER MORGAN INC DEL | 421,270 | $12.4B | 0.63% | |
| 38 | XOMEXXON MOBIL CORP | 111,825 | $12.1B | 0.62% | |
| 39 | HELOJ P MORGAN EXCHANGE TRADED F | 189,967 | $11.9B | 0.61% | |
| 40 | JEPIJ P MORGAN EXCHANGE TRADED F | 207,590 | $11.8B | 0.60% | |
| 41 | CVXCHEVRON CORP NEW | 78,987 | $11.3B | 0.58% | |
| 42 | METAMETA PLATFORMS INC | 15,182 | $11.2B | 0.57% | |
| 43 | IWDISHARES TR | 55,451 | $10.8B | 0.55% | |
| 44 | ABBVABBVIE INC | 57,208 | $10.6B | 0.54% | |
| 45 | QCOMQUALCOMM INC | 64,474 | $10.3B | 0.52% | |
| 46 | CGDGCAPITAL GROUP DIVIDEND VALUE | 258,222 | $10.2B | 0.52% | |
| 47 | ULBIULTRALIFE CORP | 1,092,947 | $9.8B | 0.50% | |
| 48 | MOALTRIA GROUP INC | 166,090 | $9.7B | 0.50% | |
| 49 | DIVOAMPLIFY ETF TR | 228,207 | $9.7B | 0.50% | |
| 50 | BKBANK NEW YORK MELLON CORP | 105,973 | $9.7B | 0.49% | |
| 51 | VUGVANGUARD INDEX FDS | 21,981 | $9.6B | 0.49% | |
| 52 | CSPICSP INC | 740,187 | $9.6B | 0.49% | |
| 53 | BACVERIZON COMMUNICATIONS INC | 218,187 | $9.4B | 0.48% | |
| 54 | PSXPHILLIPS 66 | 76,497 | $9.1B | 0.47% | |
| 55 | VOEVANGUARD INDEX FDS | 55,402 | $9.1B | 0.47% | |
| 56 | SOSOUTHERN CO | 98,495 | $9.0B | 0.46% | |
| 57 | LMTLOCKHEED MARTIN CORP | 19,426 | $9.0B | 0.46% | |
| 58 | JSCPJ P MORGAN EXCHANGE TRADED F | 187,727 | $8.9B | 0.45% | |
| 59 | RTXRTX CORPORATION | 60,509 | $8.8B | 0.45% | |
| 60 | TSLATESLA INC | 26,988 | $8.6B | 0.44% | |
| 61 | SDVYFIRST TR EXCHANGE-TRADED FD | 237,853 | $8.4B | 0.43% | |
| 62 | AVLCAMERICAN CENTY ETF TR | 117,783 | $8.4B | 0.43% | |
| 63 | SCHMSCHWAB STRATEGIC TR | 293,288 | $8.2B | 0.42% | |
| 64 | DBNDDOUBLELINE ETF TRUST | 177,754 | $8.2B | 0.42% | |
| 65 | ADPAUTOMATIC DATA PROCESSING IN | 26,582 | $8.2B | 0.42% | |
| 66 | GSKGSK PLC | 213,000 | $8.2B | 0.42% | |
| 67 | VOVANGUARD INDEX FDS | 29,168 | $8.2B | 0.42% | |
| 68 | VBVANGUARD INDEX FDS | 34,410 | $8.2B | 0.42% | |
| 69 | QQQMINVESCO EXCH TRADED FD TR II | 35,770 | $8.1B | 0.41% | |
| 70 | PEPPEPSICO INC | 60,428 | $8.0B | 0.41% | |
| 71 | NEENEXTERA ENERGY INC | 114,086 | $7.9B | 0.40% | |
| 72 | NSSCNAPCO SEC TECHNOLOGIES INC | 266,259 | $7.9B | 0.40% | |
| 73 | AMGNAMGEN INC | 27,957 | $7.8B | 0.40% | |
| 74 | SCHESCHWAB STRATEGIC TR | 250,922 | $7.6B | 0.39% | |
| 75 | BONDPIMCO ETF TR | 79,395 | $7.3B | 0.37% | |
| 76 | AVDEAMERICAN CENTY ETF TR | 98,836 | $7.3B | 0.37% | |
| 77 | DUKDUKE ENERGY CORP NEW | 61,849 | $7.3B | 0.37% | |
| 78 | UPSUNITED PARCEL SERVICE INC | 71,193 | $7.2B | 0.37% | |
| 79 | KOCOCA COLA CO | 101,049 | $7.1B | 0.37% | |
| 80 | DFIVDIMENSIONAL ETF TRUST | 153,746 | $6.6B | 0.34% | |
| 81 | SCHDSCHWAB STRATEGIC TR | 240,955 | $6.4B | 0.33% | |
| 82 | FBNDFIDELITY MERRIMACK STR TR | 138,301 | $6.3B | 0.32% | |
| 83 | SCHVSCHWAB STRATEGIC TR | 226,836 | $6.3B | 0.32% | |
| 84 | IBITISHARES BITCOIN TRUST ETF | 101,825 | $6.2B | 0.32% | |
| 85 | EMREMERSON ELEC CO | 46,148 | $6.2B | 0.31% | |
| 86 | AOKISHARES TR | 154,771 | $6.0B | 0.31% | |
| 87 | NDQINVESCO QQQ TR | 10,904 | $6.0B | 0.31% | |
| 88 | BITBBITWISE BITCOIN ETF TR | 101,316 | $5.9B | 0.30% | |
| 89 | PRFDPIMCO ETF TR | 113,109 | $5.8B | 0.29% | |
| 90 | DGROISHARES TR | 84,462 | $5.4B | 0.28% | |
| 91 | DYNFBLACKROCK ETF TRUST | 98,625 | $5.4B | 0.27% | |
| 92 | DFUVDIMENSIONAL ETF TRUST | 125,704 | $5.3B | 0.27% | |
| 93 | DDTOINNOVATOR ETFS TRUST | 165,193 | $5.3B | 0.27% | |
| 94 | HYLSFIRST TR EXCHANGE-TRADED FD | 120,250 | $5.0B | 0.26% | |
| 95 | JCPBJ P MORGAN EXCHANGE TRADED F | 106,546 | $5.0B | 0.26% | |
| 96 | GSEWGOLDMAN SACHS ETF TR | 60,711 | $5.0B | 0.25% | |
| 97 | RDVYFIRST TR EXCHANGE TRADED FD | 78,142 | $4.9B | 0.25% | |
| 98 | VEAVANGUARD TAX-MANAGED FDS | 85,097 | $4.9B | 0.25% | |
| 99 | JGLOJ P MORGAN EXCHANGE TRADED F | 73,684 | $4.7B | 0.24% | |
| 100 | PFEPFIZER INC | 195,524 | $4.7B | 0.24% |
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