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: $179.2M111 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$709K	0.4%	2,009 SH	New
ALLSTATE CORP	COM	$853K	0.5%Prev: 0.2%	3,973 SH	Increased+2,213 SH
ALPHABET INC	CAP STK CL A	$344K	0.2%Prev: 0.2%	1,416 SH	Decreased-56 SH
AMAZON COM INC	COM	$289K	0.2%Prev: 0.2%	1,318 SH	Decreased-282 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.1M	3.4%Prev: 5.6%	81,702 SH	Decreased-57,309 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$712K	0.4%Prev: 0.4%	9,025 SH	Decreased-990 SH
AMERICAN CENTY ETF TR	US EQT ETF	$6.1M	3.4%Prev: 3.3%	56,475 SH	Decreased-5,691 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$7.4M	4.1%Prev: 5.7%	74,465 SH	Decreased-35,627 SH
AMERICAN TOWER CORP NEW	COM	$432K	0.2%	2,247 SH	New
AMGEN INC	COM	$1.3M	0.7%Prev: 0.5%	4,678 SH	Increased+1,588 SH
APPLE INC	COM	$666K	0.4%Prev: 0.4%	2,615 SH	Decreased-343 SH
APTIV PLC	COM SHS	$600K	0.3%Prev: 0.1%	6,956 SH	Increased+1,811 SH
AUTONATION INC	COM	$857K	0.5%Prev: 0.2%	3,917 SH	Increased+794 SH
BECTON DICKINSON & CO	COM	$444K	0.2%Prev: 0.1%	2,371 SH	Increased+127 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$754K	0.4%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.7%Prev: 0.5%	2,371 SH	Decreased-87 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.4M	0.8%Prev: 1.3%	24,359 SH	Decreased-19,822 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.3M	0.7%	24,091 SH	New
BLACKROCK FLOATING RATE INCO	COM	$270K	0.2%Prev: 0.1%	20,800 SH	Increased+2,711 SH
BROADCOM INC	COM	$1.1M	0.6%Prev: 0.2%	3,462 SH	Increased+2,203 SH
CARDINAL HEALTH INC	COM	$882K	0.5%Prev: 0.3%	5,620 SH	Increased+2,126 SH
CHEVRON CORP NEW	COM	$463K	0.3%	2,984 SH	New
DEVON ENERGY CORP NEW	COM	$515K	0.3%Prev: 0.2%	14,680 SH	Decreased+627 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.1M	0.6%	40,358 SH	New
DIMENSIONAL ETF TRUST	INFLATION PROTE	$643K	0.4%Prev: 0.3%	15,236 SH	Decreased-1,058 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$299K	0.2%Prev: 0.4%	8,237 SH	Decreased-14,073 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$397K	0.2%Prev: 0.3%	12,115 SH	Decreased-4,830 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$563K	0.3%	14,605 SH	New
DISNEY WALT CO	COM	$254K	0.1%Prev: 0.1%	2,218 SH	Increased+86 SH
DUKE ENERGY CORP NEW	COM NEW	$772K	0.4%Prev: 0.3%	6,242 SH	Increased+855 SH
EAST WEST BANCORP INC	COM	$749K	0.4%Prev: 0.3%	7,033 SH	Decreased+1,076 SH
EDISON INTL	COM	$329K	0.2%Prev: 0.2%	5,955 SH	Decreased+609 SH
ETF SER SOLUTIONS	APTUS COLLRD INV	$677K	0.4%Prev: 1.1%	15,577 SH	Decreased-41,244 SH
ETF SER SOLUTIONS	APTUS DEFINED	$213K	0.1%Prev: 0.3%	7,383 SH	Decreased-20,859 SH
ETF SER SOLUTIONS	OPUS SML CP VL	$219K	0.1%Prev: 0.4%	5,716 SH	Decreased-16,335 SH
EXTRA SPACE STORAGE INC	COM	$452K	0.3%Prev: 0.2%	3,210 SH	Increased+202 SH
FIFTH THIRD BANCORP	COM	$874K	0.5%Prev: 0.1%	19,610 SH	Increased+14,102 SH
GILEAD SCIENCES INC	COM	$507K	0.3%Prev: 0.2%	4,566 SH	Decreased+251 SH
GLOBAL X FDS	ARTIFICIAL ETF	$305K	0.2%	6,184 SH	New
HASBRO INC	COM	$915K	0.5%Prev: 0.3%	12,069 SH	Increased+4,106 SH
HOME DEPOT INC	COM	$627K	0.3%Prev: 0.4%	1,547 SH	Decreased-1,126 SH
HOWMET AEROSPACE INC	COM	$464K	0.3%Prev: 0.2%	2,362 SH	Decreased+299 SH
INCYTE CORP	COM	$366K	0.2%	4,311 SH	New
INTEL CORP	COM	$232K	0.1%Prev: 0.4%	6,911 SH	Decreased+459 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$950K	0.5%Prev: 0.2%	13,800 SH	Increased+8,395 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.9M	1.1%	26,437 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.7M	1.5%Prev: 1.2%	14,053 SH	Decreased+658 SH
INVESCO QQQ TR	UNIT SER 1	$5.3M	3.0%Prev: 2.9%	8,853 SH	Decreased-720 SH
ISHARES INC	ASIA/PAC DIV ETF	$601K	0.3%Prev: 0.3%	14,290 SH	Decreased+1,135 SH
ISHARES INC	EMNG MKTS EQT	$202K	0.1%	3,578 SH	New
ISHARES INC	MSCI FRANCE ETF	$724K	0.4%Prev: 0.3%	16,487 SH	Increased+715 SH
ISHARES TR	0-5 YR TIPS ETF	$635K	0.4%Prev: 0.9%	6,144 SH	Decreased-15,799 SH
ISHARES TR	20 YR TR BD ETF	$239K	0.1%	2,679 SH	New
ISHARES TR	CORE DIV GRWTH	$263K	0.1%Prev: 0.1%	3,862 SH	Decreased+211 SH
ISHARES TR	CORE MSCI EAFE	$606K	0.3%Prev: 0.1%	6,942 SH	Increased+3,504 SH
ISHARES TR	CORE S&P US GWT	$218K	0.1%Prev: 0.1%	1,323 SH	Increased+239 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.6%Prev: 0.2%	1,734 SH	Increased+996 SH
ISHARES TR	CORE TOTAL USD	$1.4M	0.8%	29,348 SH	New
ISHARES TR	FALN ANGLS USD	$275K	0.2%	9,903 SH	New
ISHARES TR	ISHS 1-5YR INVS	$257K	0.1%	4,854 SH	New
ISHARES TR	MSCI UK ETF NEW	$543K	0.3%Prev: 0.2%	12,930 SH	Increased+2,365 SH
ISHARES TR	RUSSELL 2000 ETF	$230K	0.1%Prev: 0.1%	949 SH	Decreased-86 SH
ISHARES TR	S&P 500 GRWT ETF	$570K	0.3%	4,723 SH	New
ISHARES U S ETF TR	SHORT DURATION B	$462K	0.3%	9,013 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$350K	0.2%	5,081 SH	New
KIMCO RLTY CORP	COM	$564K	0.3%	25,795 SH	New
LITHIA MTRS INC	COM	$932K	0.5%Prev: 0.1%	2,949 SH	Increased+2,186 SH
MANHATTAN ASSOCIATES INC	COM	$694K	0.4%	3,386 SH	New
MEDTRONIC PLC	SHS	$1.6M	0.9%Prev: 0.3%	17,279 SH	Increased+7,502 SH
META PLATFORMS INC	CL A	$942K	0.5%Prev: 0.4%	1,282 SH	Decreased-448 SH
MICROSOFT CORP	COM	$2.0M	1.1%Prev: 0.6%	3,921 SH	Increased+23 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$86K	0.0%Prev: 0.1%	12,785 SH	Decreased
NEWMONT CORP	COM	$839K	0.5%Prev: 0.3%	9,955 SH	Increased+3,416 SH
NORTHERN LIGHTS FD TR	TOEWS AGILTY SHS	$8.7M	4.9%Prev: 3.4%	244,777 SH	Increased+34,726 SH
NORTHROP GRUMMAN CORP	COM	$945K	0.5%Prev: 0.2%	1,551 SH	Increased+381 SH
NOVARTIS AG	SPONSORED ADR	$619K	0.3%Prev: 0.3%	4,830 SH	Decreased+194 SH
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$202K	0.1%Prev: 0.1%	13,980 SH	Increased
NVIDIA CORPORATION	COM	$2.0M	1.1%Prev: 1.0%	10,541 SH	Decreased-864 SH
ORACLE CORP	COM	$355K	0.2%Prev: 0.1%	1,262 SH	Increased-171 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.7M	1.0%Prev: 0.4%	9,475 SH	Increased+713 SH
PRICE T ROWE GROUP INC	COM	$350K	0.2%Prev: 0.2%	3,410 SH	Decreased+22 SH
PROSHARES TR	ULTRPRO S&P500	$254K	0.1%Prev: 0.1%	2,275 SH	Decreased
PVH CORPORATION	COM	$912K	0.5%	10,885 SH	New
SABA CAPITAL INCOME & OPPORT	COM NEW	$417K	0.2%Prev: 0.2%	45,776 SH	Increased+1,900 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$7.3M	4.1%Prev: 7.1%	169,728 SH	Decreased-150,629 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$436K	0.2%Prev: 0.6%	18,708 SH	Decreased-30,306 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$32.2M	18.0%Prev: 13.8%	1,008,318 SH	Decreased+31,467 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$451K	0.3%Prev: 0.6%	15,499 SH	Decreased-22,667 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$279K	0.2%Prev: 0.4%	9,419 SH	Decreased-16,464 SH
SELECT SECTOR SPDR TR	FINANCIAL	$1.1M	0.6%	20,464 SH	New
SELECT SECTOR SPDR TR	INDL	$4.0M	2.2%	25,736 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$725K	0.4%	8,310 SH	New
SOUTHERN CO	COM	$747K	0.4%Prev: 0.3%	7,886 SH	Decreased-249 SH
SPDR GOLD TR	GOLD SHS	$1.2M	0.7%Prev: 1.0%	3,470 SH	Decreased-3,052 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$233K	0.1%	5,445 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.6%	1,685 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$875K	0.5%	33,863 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$3.9M	2.2%	114,067 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$464K	0.3%	5,924 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$1.7M	1.0%	59,098 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$24.5M	13.7%	442,761 SH	New
SSGA ACTIVE ETF TR	SPDR TR TACTIC	$3.7M	2.1%	90,846 SH	New
T-MOBILE US INC	COM	$770K	0.4%Prev: 0.2%	3,216 SH	Increased+116 SH
TARGET CORP	COM	$446K	0.2%Prev: 0.2%	4,969 SH	Decreased+458 SH
TESLA INC	COM	$525K	0.3%Prev: 0.3%	1,181 SH	Decreased-368 SH
THE CIGNA GROUP	COM	$737K	0.4%Prev: 0.3%	2,557 SH	Increased+358 SH
ULTA BEAUTY INC	COM	$303K	0.2%	506 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$293K	0.2%Prev: 0.1%	3,835 SH	Increased+240 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$569K	0.3%Prev: 0.2%	8,027 SH	Increased+1,488 SH
VERIZON COMMUNICATIONS INC	COM	$706K	0.4%Prev: 0.2%	16,063 SH	Increased+2,212 SH
WISDOMTREE TR	EMER MKT HIGH FD	$390K	0.2%Prev: 0.2%	8,490 SH	Decreased+845 SH

Sold (vs prior filing)

ALPHABET INC — $379K
AMERICAN CENTY ETF TR — $752K
AMERICAN TOWER CORP — $327K
ARISTA NETWORKS INC — $430K
ASML HLDG NV — $402K
AXSOME THERAPEUTICS INC. — $237K
BLACKROCK ETF TRUST II — $2.0M
BLACKROCK ETF TRUST II — $233K
CBOE GLOBAL MKTS INC — $406K
CHEVRON CORPORATION — $486K
DIMENSIONAL ETF TRUST — $780K
DIMENSIONAL ETF TRUST — $619K
ELEVANCE HEALTH INC FORMERLY — $593K
EMERSON ELEC CO — $379K
EVERSOURCE ENERGY — $373K
GE AEROSPACE — $262K
INVESCO EXCH TRADED FD TR II — $2.2M
INVESCO EXCHANGE TRADED FD T — $313K
ISHARES TR — $214K
ISHARES TR — $2.4M
… and 46 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