VISIONARY HORIZONS, LLC

CIK 0002003615 • 6 13F filings • Apr 15, 2025 – Jul 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyReal EstateOther

Holdings by filing

Portfolio value: $158.1M97 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$682K	0.4%	1,764 SH	New
ALLSTATE CORP	COM	$650K	0.4%Prev: 0.3%	3,228 SH	Decreased-5 SH
ALPHABET INC	CAP STK CL A	$859K	0.5%Prev: 0.2%	4,874 SH	Increased+3,496 SH
AMAZON COM INC	COM	$294K	0.2%Prev: 0.2%	1,338 SH	Decreased-134 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.2M	3.3%Prev: 4.7%	75,609 SH	Decreased-41,671 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$665K	0.4%Prev: 0.4%	8,980 SH	Decreased-918 SH
AMERICAN CENTY ETF TR	US EQT ETF	$5.6M	3.6%Prev: 3.3%	55,822 SH	Decreased-5,105 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$6.5M	4.1%Prev: 4.7%	71,171 SH	Decreased-15,058 SH
AMERICAN TOWER CORP NEW	COM	$507K	0.3%	2,292 SH	New
AMGEN INC	COM	$1.3M	0.8%Prev: 0.8%	4,757 SH	Decreased+42 SH
APPLE INC	COM	$641K	0.4%Prev: 0.3%	3,125 SH	Decreased+409 SH
APPLIED MATLS INC	COM	$787K	0.5%	4,300 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$729K	0.5%Prev: 0.4%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.7%Prev: 0.6%	2,361 SH	Decreased-106 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$996K	0.6%Prev: 1.1%	18,281 SH	Decreased-19,385 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.0M	0.7%Prev: 0.8%	19,648 SH	Decreased-11,398 SH
BLACKROCK FLOATING RATE INCO	COM	$307K	0.2%Prev: 0.1%	23,335 SH	Increased+5,020 SH
BRISTOL-MYERS SQUIBB CO	COM	$476K	0.3%	10,283 SH	New
CARDINAL HEALTH INC	COM	$888K	0.6%Prev: 0.5%	5,288 SH	Decreased+503 SH
CHEVRON CORP NEW	COM	$454K	0.3%	3,168 SH	New
DEVON ENERGY CORP NEW	COM	$485K	0.3%Prev: 0.3%	15,235 SH	Decreased+1,241 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.1M	0.7%	39,391 SH	New
DIMENSIONAL ETF TRUST	INFLATION PROTE	$614K	0.4%Prev: 0.3%	14,691 SH	Decreased-1,358 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$362K	0.2%Prev: 0.2%	11,630 SH	Decreased-1,745 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$529K	0.3%Prev: 0.3%	14,755 SH	Decreased+680 SH
DISNEY WALT CO	COM	$296K	0.2%Prev: 0.1%	2,388 SH	Increased+287 SH
DUKE ENERGY CORP NEW	COM NEW	$761K	0.5%Prev: 0.4%	6,446 SH	Decreased+612 SH
EDISON INTL	COM	$307K	0.2%Prev: 0.2%	5,955 SH	Decreased+203 SH
EXTRA SPACE STORAGE INC	COM	$516K	0.3%Prev: 0.2%	3,500 SH	Increased+349 SH
FIFTH THIRD BANCORP	COM	$761K	0.5%Prev: 0.5%	18,498 SH	Decreased-1,675 SH
FORTIVE CORP	COM	$525K	0.3%	10,077 SH	New
GE AEROSPACE	COM NEW	$877K	0.6%	3,408 SH	New
GILEAD SCIENCES INC	COM	$506K	0.3%Prev: 0.3%	4,566 SH	Decreased+257 SH
HASBRO INC	COM	$879K	0.6%Prev: 0.5%	11,903 SH	Decreased+648 SH
HOME DEPOT INC	COM	$566K	0.4%Prev: 0.3%	1,545 SH	Increased-17 SH
HOWMET AEROSPACE INC	COM	$439K	0.3%Prev: 0.2%	2,361 SH	Decreased+305 SH
INCYTE CORP	COM	$729K	0.5%	10,699 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$651K	0.4%Prev: 0.3%	11,755 SH	Increased+2,529 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.1M	3.8%Prev: 1.2%	33,388 SH	Increased+20,294 SH
INVESCO QQQ TR	UNIT SER 1	$4.9M	3.1%Prev: 2.8%	8,938 SH	Decreased-1,069 SH
ISHARES INC	ASIA/PAC DIV ETF	$555K	0.4%Prev: 0.3%	14,420 SH	Decreased+1,265 SH
ISHARES INC	MSCI FRANCE ETF	$787K	0.5%Prev: 0.3%	18,389 SH	Increased+2,062 SH
ISHARES TR	0-5 YR TIPS ETF	$635K	0.4%Prev: 0.8%	6,174 SH	Decreased-10,378 SH
ISHARES TR	20 YR TR BD ETF	$232K	0.1%	2,630 SH	New
ISHARES TR	CORE DIV GRWTH	$249K	0.2%Prev: 0.1%	3,893 SH	Increased+432 SH
ISHARES TR	CORE LT USDB ETF	$210K	0.1%	4,258 SH	New
ISHARES TR	CORE S&P500 ETF	$270K	0.2%Prev: 0.2%	434 SH	Decreased-297 SH
ISHARES TR	CORE TOTAL USD	$1.1M	0.7%	23,793 SH	New
ISHARES TR	FALN ANGLS USD	$260K	0.2%	9,574 SH	New
ISHARES TR	INTL DEV RE ETF	$211K	0.1%	9,265 SH	New
ISHARES TR	ISHS 1-5YR INVS	$247K	0.2%	4,681 SH	New
ISHARES TR	MSCI UK ETF NEW	$523K	0.3%Prev: 0.2%	13,175 SH	Increased+2,110 SH
ISHARES TR	RUSSELL 2000 ETF	$204K	0.1%Prev: 0.1%	947 SH	Decreased-49 SH
ISHARES U S ETF TR	SHORT DURATION B	$339K	0.2%Prev: 0.6%	6,634 SH	Decreased-15,385 SH
KIMCO RLTY CORP	COM	$562K	0.4%	26,729 SH	New
MEDTRONIC PLC	SHS	$1.5M	0.9%Prev: 0.8%	17,140 SH	Decreased-691 SH
META PLATFORMS INC	CL A	$925K	0.6%Prev: 0.6%	1,252 SH	Decreased-793 SH
MICROSOFT CORP	COM	$1.9M	1.2%Prev: 0.8%	3,832 SH	Increased-588 SH
MICROSTRATEGY INC	CL A NEW	$232K	0.1%	575 SH	New
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$71K	0.0%Prev: 0.1%	12,785 SH	Decreased
NEWMONT CORP	COM	$652K	0.4%Prev: 0.1%	11,190 SH	Increased+8,743 SH
NORTHERN LIGHTS FD TR	TOEWS AGILTY SHS	$4.5M	2.8%Prev: 3.4%	133,461 SH	Decreased-61,489 SH
NORTHROP GRUMMAN CORP	COM	$746K	0.5%Prev: 0.5%	1,491 SH	Decreased-1 SH
NOVARTIS AG	SPONSORED ADR	$620K	0.4%Prev: 0.4%	5,120 SH	Decreased+440 SH
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$218K	0.1%Prev: 0.1%	15,550 SH	Increased+1,570 SH
NVIDIA CORPORATION	COM	$1.6M	1.0%Prev: 1.0%	10,214 SH	Decreased-902 SH
ORACLE CORP	COM	$275K	0.2%	1,260 SH	New
PACER FDS TR	US SMALL CAP CAS	$289K	0.2%	7,253 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$1.2M	0.8%Prev: 0.6%	9,030 SH	Decreased+407 SH
PAYPAL HLDGS INC	COM	$740K	0.5%	9,956 SH	New
PRICE T ROWE GROUP INC	COM	$354K	0.2%Prev: 0.2%	3,665 SH	Increased+275 SH
PVH CORPORATION	COM	$731K	0.5%	10,663 SH	New
SABA CAPITAL INCOME & OPPORT	COM NEW	$445K	0.3%Prev: 0.2%	48,373 SH	Increased+2,597 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$6.7M	4.2%Prev: 6.3%	167,606 SH	Decreased-95,299 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$28.0M	17.7%Prev: 13.9%	959,324 SH	Decreased-12,768 SH
SELECT SECTOR SPDR TR	FINANCIAL	$3.2M	2.0%	61,728 SH	New
SELECT SECTOR SPDR TR	INDL	$3.7M	2.3%	25,131 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$415K	0.3%	5,081 SH	New
SOUTHERN CO	COM	$777K	0.5%Prev: 0.4%	8,460 SH	Increased+738 SH
SPDR GOLD TR	GOLD SHS	$1.0M	0.7%Prev: 1.1%	3,410 SH	Decreased-1,698 SH
SPDR S&P 500 ETF TR	TR UNIT	$948K	0.6%	1,533 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$431K	0.3%	16,821 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$4.0M	2.5%	117,903 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$422K	0.3%	5,811 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$1.6M	1.0%	56,104 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$23.0M	14.5%	439,033 SH	New
SSGA ACTIVE ETF TR	SPDR TR TACTIC	$3.6M	2.3%	90,098 SH	New
T-MOBILE US INC	COM	$692K	0.4%Prev: 0.5%	2,903 SH	Decreased-1,678 SH
TARGET CORP	COM	$519K	0.3%Prev: 0.3%	5,261 SH	Decreased+739 SH
TESLA INC	COM	$367K	0.2%Prev: 0.3%	1,156 SH	Decreased-415 SH
THE CIGNA GROUP	COM	$785K	0.5%Prev: 0.4%	2,375 SH	Decreased-833 SH
TOTALENERGIES SE	SPONSORED ADS	$207K	0.1%	3,369 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$210K	0.1%Prev: 0.2%	4,030 SH	Decreased+360 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$842K	0.5%Prev: 0.2%	12,111 SH	Increased+6,544 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$441K	0.3%	5,806 SH	New
VERIZON COMMUNICATIONS INC	COM	$709K	0.4%Prev: 0.3%	16,396 SH	Increased+2,598 SH
WISDOMTREE TR	EMER MKT HIGH FD	$388K	0.2%Prev: 0.2%	8,565 SH	Decreased+720 SH

Sold (vs prior filing)

ALPHABET INC — $298K
AMERICAN CENTY ETF TR — $655K
AMERICAN TOWER CORP — $345K
APTIV PLC — $557K
AUTONATION INC — $817K
BECTON DICKINSON & CO — $352K
BLACKROCK ETF TRUST II — $232K
BROADCOM INC — $377K
CBOE GLOBAL MKTS INC — $603K
CHEVRON CORPORATION — $584K
DIMENSIONAL ETF TRUST — $502K
DIMENSIONAL ETF TRUST — $667K
EAST WEST BANCORP INC — $916K
ETF SER SOLUTIONS — $1.9M
ETF SER SOLUTIONS — $617K
ETF SER SOLUTIONS — $655K
EVERSOURCE ENERGY — $696K
GENERAL MILLS INC — $228K
GLOBAL X FDS — $345K
INTEL CORP — $289K
… and 37 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 22, 2026	Q3 2026	13F-HR	0002003615-26-000006	—	View
Jan 23, 2026	Q4 2025	13F-HR	0002003615-26-000001	$193.3M	View
Oct 23, 2025	Q3 2025