Loading…
CIK 0002003615 • 6 13F filings • Apr 15, 2025 – Jul 16, 2026
Import this data to Google Sheets with:
=jivedata("visionary-horizons-llc-0002003615-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $528K | 0.4% | 1,376 SH | |
| ALPHABET INC | CAP STK CL A | $619K | 0.4% | 4,000 SH | |
| AMAZON COM INC | COM | $284K | 0.2% | 1,495 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $4.6M | 3.2% | 76,449 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $624K | 0.4% | 9,418 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $5.0M | 3.5% | 53,614 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $5.4M | 3.8% | 61,838 SH | |
| AMERICAN TOWER CORP NEW | COM | $509K | 0.4% | 2,337 SH | |
| AMGEN INC | COM | $1.4M | 1.0% | 4,361 SH | |
| APPLE INC | COM | $727K | 0.5% | 3,274 SH | |
| APPLIED MATLS INC | COM | $541K | 0.4% | 3,728 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $798K | 0.6% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.9% | 2,361 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $759K | 0.5% | 15,564 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $874K | 0.6% | 16,679 SH | |
| BLACKROCK FLOATING RATE INCO | COM | $388K | 0.3% | 30,000 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $636K | 0.4% | 10,423 SH | |
| CARDINAL HEALTH INC | COM | $640K | 0.5% | 4,642 SH | |
| CHEVRON CORP NEW | COM | $530K | 0.4% | 3,168 SH | |
| COMCAST CORP NEW | CL A | $696K | 0.5% | 18,849 SH | |
| DEVON ENERGY CORP NEW | COM | $570K | 0.4% | 15,235 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $968K | 0.7% | 36,845 SH | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $533K | 0.4% | 12,655 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $337K | 0.2% | 12,145 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $345K | 0.2% | 10,445 SH | |
| DISNEY WALT CO | COM | $236K | 0.2% | 2,388 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $824K | 0.6% | 6,756 SH | |
| EDISON INTL | COM | $360K | 0.3% | 6,110 SH | |
| EXTRA SPACE STORAGE INC | COM | $520K | 0.4% | 3,500 SH | |
| FIFTH THIRD BANCORP | COM | $575K | 0.4% | 14,665 SH | |
| FIRSTENERGY CORP | COM | $598K | 0.4% | 14,805 SH | |
| FORTIVE CORP | COM | $612K | 0.4% | 8,360 SH | |
| GE AEROSPACE | COM NEW | $594K | 0.4% | 2,970 SH | |
| GILEAD SCIENCES INC | COM | $548K | 0.4% | 4,891 SH | |
| GRANITESHARES PLATINUM TR | SHS BEN INT | $106K | 0.1% | 11,000 SH | |
| HASBRO INC | COM | $618K | 0.4% | 10,058 SH | |
| HOME DEPOT INC | COM | $583K | 0.4% | 1,590 SH | |
| HOWMET AEROSPACE INC | COM | $306K | 0.2% | 2,359 SH | |
| INCYTE CORP | COM | $502K | 0.4% | 8,295 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $4.8M | 3.4% | 27,531 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $4.8M | 3.4% | 10,149 SH | |
| ISHARES INC | ASIA/PAC DIV ETF | $531K | 0.4% | 14,880 SH | |
| ISHARES INC | MSCI FRANCE ETF | $716K | 0.5% | 17,983 SH | |
| ISHARES TR | CORE DIV GRWTH | $240K | 0.2% | 3,891 SH | |
| ISHARES TR | CORE S&P500 ETF | $238K | 0.2% | 424 SH | |
| ISHARES TR | CORE TOTAL USD | $871K | 0.6% | 18,894 SH | |
| ISHARES TR | FALN ANGLS USD | $257K | 0.2% | 9,590 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $247K | 0.2% | 4,719 SH | |
| ISHARES TR | MSCI UK ETF NEW | $524K | 0.4% | 13,995 SH | |
| KIMCO RLTY CORP | COM | $570K | 0.4% | 26,835 SH | |
| MEDTRONIC PLC | SHS | $1.4M | 1.0% | 16,107 SH | |
| META PLATFORMS INC | CL A | $642K | 0.5% | 1,113 SH | |
| MICROSOFT CORP | COM | $1.4M | 1.0% | 3,694 SH | |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | $70K | 0.0% | 12,785 SH | |
| NEWMONT CORP | COM | $540K | 0.4% | 11,190 SH | |
| NORTHERN LIGHTS FD TR | TOEWS AGILTY SHS | $3.9M | 2.7% | 123,362 SH | |
| NORTHROP GRUMMAN CORP | COM | $610K | 0.4% | 1,191 SH | |
| NOVARTIS AG | SPONSORED ADR | $598K | 0.4% | 5,360 SH | |
| NUVEEN SELECT TAX-FREE INCOM | SH BEN INT | $238K | 0.2% | 16,570 SH | |
| NVIDIA CORPORATION | COM | $1.0M | 0.7% | 9,358 SH | |
| PACER FDS TR | PACER US SMALL | $1.2M | 0.8% | 31,757 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $675K | 0.5% | 8,000 SH | |
| PAYPAL HLDGS INC | COM | $514K | 0.4% | 7,872 SH | |
| PRICE T ROWE GROUP INC | COM | $337K | 0.2% | 3,665 SH | |
| PVH CORPORATION | COM | $513K | 0.4% | 7,938 SH | |
| SABA CAPITAL INCOME & OPPORT | COM NEW | $444K | 0.3% | 51,002 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $7.2M | 5.1% | 200,470 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $24.6M | 17.3% | 982,502 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $2.8M | 2.0% | 55,637 SH | |
| SELECT SECTOR SPDR TR | INDL | $2.6M | 1.8% | 19,756 SH | |
| SOUTHERN CO | COM | $779K | 0.5% | 8,474 SH | |
| SPDR GOLD TR | GOLD SHS | $1.0M | 0.7% | 3,600 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $970K | 0.7% | 1,734 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $320K | 0.2% | 12,535 SH | |
| SPDR SER TR | PORTFOLIO INTRMD | $2.9M | 2.0% | 86,303 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $389K | 0.3% | 5,912 SH | |
| SPDR SER TR | PORTFOLIO SH TSR | $1.6M | 1.1% | 55,431 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $22.7M | 16.0% | 444,864 SH | |
| SPROTT PHYSICAL GOLD TR | UNIT | $248K | 0.2% | 10,300 SH | |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | $2.5M | 1.8% | 62,469 SH | |
| T-MOBILE US INC | COM | $629K | 0.4% | 2,357 SH | |
| TARGET CORP | COM | $549K | 0.4% | 5,261 SH | |
| TESLA INC | COM | $251K | 0.2% | 968 SH | |
| THE CIGNA GROUP | COM | $639K | 0.4% | 1,941 SH | |
| TOTALENERGIES SE | SPONSORED ADS | $218K | 0.2% | 3,369 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.7M | 1.2% | 24,248 SH | |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $1.7M | 1.2% | 22,779 SH | |
| VERIZON COMMUNICATIONS INC | COM | $885K | 0.6% | 19,509 SH | |
| WISDOMTREE TR | EMER MKT HIGH FD | $369K | 0.3% | 8,765 SH |
| 13F-HR |
| 0002003615-25-000003 |
| $179.2M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0002003615-26-000004 | $239.3M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004033 | $158.1M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0002003615-26-000003 | $203.0M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002117 | $141.9M | View |