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: $203.0M121 positionsView on SEC.gov

			% of Portfolio
ALLSTATE CORP	COM	$670K	0.3%	3,233 SH	New
ALPHABET INC	CAP STK CL A	$396K	0.2%Prev: 0.4%	1,378 SH	Decreased-2,622 SH
ALPHABET INC	CAP STK CL C	$298K	0.1%	1,040 SH	New
AMAZON COM INC	COM	$307K	0.2%Prev: 0.2%	1,472 SH	Increased-23 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$655K	0.3%	15,761 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$9.5M	4.7%Prev: 3.2%	117,280 SH	Increased+40,831 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$840K	0.4%Prev: 0.4%	9,898 SH	Increased+480 SH
AMERICAN CENTY ETF TR	US EQT ETF	$6.8M	3.3%Prev: 3.5%	60,927 SH	Increased+7,313 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$9.5M	4.7%Prev: 3.8%	86,229 SH	Increased+24,391 SH
AMERICAN TOWER CORP	COM	$345K	0.2%	1,998 SH	New
AMGEN INC	COM	$1.7M	0.8%Prev: 1.0%	4,715 SH	Increased+354 SH
APPLE INC	COM	$689K	0.3%Prev: 0.5%	2,716 SH	Decreased-558 SH
APTIV PLC	COM SHS	$557K	0.3%	8,020 SH	New
AUTONATION INC	COM	$817K	0.4%	4,186 SH	New
BECTON DICKINSON & CO	COM	$352K	0.2%	2,241 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.4%Prev: 0.6%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.6%Prev: 0.9%	2,467 SH	Decreased+106 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.2M	1.1%Prev: 0.5%	37,666 SH	Increased+22,102 SH
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$232K	0.1%	4,484 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.6M	0.8%Prev: 0.6%	31,046 SH	Increased+14,367 SH
BLACKROCK FLOATING RATE INCO	COM	$202K	0.1%Prev: 0.3%	18,315 SH	Decreased-11,685 SH
BROADCOM INC	COM	$377K	0.2%	1,219 SH	New
CARDINAL HEALTH INC	COM	$1.0M	0.5%Prev: 0.5%	4,785 SH	Increased+143 SH
CBOE GLOBAL MKTS INC	COM	$603K	0.3%	2,146 SH	New
CHEVRON CORPORATION	COM	$584K	0.3%	2,824 SH	New
DEVON ENERGY CORP NEW	COM	$704K	0.3%Prev: 0.4%	13,994 SH	Increased-1,241 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$502K	0.2%	11,892 SH	New
DIMENSIONAL ETF TRUST	INFLATION PROTE	$670K	0.3%Prev: 0.4%	16,049 SH	Increased+3,394 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$667K	0.3%	17,120 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$475K	0.2%Prev: 0.2%	13,375 SH	Increased+1,230 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$547K	0.3%Prev: 0.2%	14,075 SH	Increased+3,630 SH
DISNEY WALT CO	COM	$202K	0.1%Prev: 0.2%	2,101 SH	Decreased-287 SH
DUKE ENERGY CORP NEW	COM NEW	$764K	0.4%Prev: 0.6%	5,834 SH	Decreased-922 SH
EAST WEST BANCORP INC	COM	$916K	0.5%	8,576 SH	New
EDISON INTL	COM	$421K	0.2%Prev: 0.3%	5,752 SH	Increased-358 SH
ETF SER SOLUTIONS	APTUS COLLRD INV	$1.9M	0.9%	44,863 SH	New
ETF SER SOLUTIONS	APTUS DEFINED	$617K	0.3%	22,588 SH	New
ETF SER SOLUTIONS	OPUS SML CP VL	$655K	0.3%	16,608 SH	New
EVERSOURCE ENERGY	COM	$696K	0.3%	10,052 SH	New
EXTRA SPACE STORAGE INC	COM	$413K	0.2%Prev: 0.4%	3,151 SH	Decreased-349 SH
FIFTH THIRD BANCORP	COM	$937K	0.5%Prev: 0.4%	20,173 SH	Increased+5,508 SH
GENERAL MILLS INC	COM	$228K	0.1%	6,138 SH	New
GILEAD SCIENCES INC	COM	$601K	0.3%Prev: 0.4%	4,309 SH	Increased-582 SH
GLOBAL X FDS	ARTIFICIAL ETF	$345K	0.2%	7,383 SH	New
HASBRO INC	COM	$1.1M	0.5%Prev: 0.4%	11,255 SH	Increased+1,197 SH
HOME DEPOT INC	COM	$514K	0.3%Prev: 0.4%	1,562 SH	Decreased-28 SH
HOWMET AEROSPACE INC	COM	$474K	0.2%Prev: 0.2%	2,056 SH	Increased-303 SH
INTEL CORP	COM	$289K	0.1%	6,544 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$619K	0.3%	9,226 SH	New
INTUIT	COM	$305K	0.2%	705 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.5M	1.2%Prev: 3.4%	13,094 SH	Decreased-14,437 SH
INVESCO QQQ TR	UNIT SER 1	$5.8M	2.8%Prev: 3.4%	10,007 SH	Increased-142 SH
ISHARES INC	ASIA/PAC DIV ETF	$635K	0.3%Prev: 0.4%	13,155 SH	Increased-1,725 SH
ISHARES INC	MSCI FRANCE ETF	$708K	0.3%Prev: 0.5%	16,327 SH	Decreased-1,656 SH
ISHARES SILVER TR	ISHARES	$237K	0.1%	3,478 SH	New
ISHARES TR	0-5 YR TIPS ETF	$1.7M	0.8%	16,552 SH	New
ISHARES TR	7-10 YR TRSY BD	$209K	0.1%	2,187 SH	New
ISHARES TR	CORE DIV GRWTH	$243K	0.1%Prev: 0.2%	3,461 SH	Increased-430 SH
ISHARES TR	CORE MSCI EAFE	$283K	0.1%	3,124 SH	New
ISHARES TR	CORE S&P500 ETF	$478K	0.2%Prev: 0.2%	731 SH	Increased+307 SH
ISHARES TR	CORE UNIVRSL USD	$1.8M	0.9%	38,828 SH	New
ISHARES TR	MSCI UK ETF NEW	$504K	0.2%Prev: 0.4%	11,065 SH	Decreased-2,930 SH
ISHARES TR	RUSSELL 2000 ETF	$247K	0.1%	996 SH	New
ISHARES TR	SYSTEMATIC BD ET	$580K	0.3%	6,516 SH	New
ISHARES TR	U.S. TECH ETF	$519K	0.3%	2,860 SH	New
ISHARES U S ETF TR	SHORT DURATION B	$1.1M	0.6%	22,019 SH	New
KIMCO REALTY CORP	COM	$576K	0.3%	25,645 SH	New
LEGG MASON ETF INVT	FRANKLIN INTL LW	$215K	0.1%	5,313 SH	New
LITHIA MTRS INC	COM	$793K	0.4%	3,176 SH	New
MEDTRONIC PLC	SHS	$1.5M	0.8%Prev: 1.0%	17,831 SH	Increased+1,724 SH
META PLATFORMS INC	CL A	$1.2M	0.6%Prev: 0.5%	2,045 SH	Increased+932 SH
MICROSOFT CORP	COM	$1.6M	0.8%Prev: 1.0%	4,420 SH	Increased+726 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$102K	0.1%Prev: 0.0%	12,785 SH	Increased
MOTOROLA SOLUTIONS INC	COM NEW	$838K	0.4%	1,929 SH	New
MSCI INC	COM	$322K	0.2%	598 SH	New
NEWMONT CORP	COM	$265K	0.1%Prev: 0.4%	2,447 SH	Decreased-8,743 SH
NORTHERN LIGHTS FD TR	TOEWS AGILTY SHS	$6.9M	3.4%Prev: 2.7%	194,950 SH	Increased+71,588 SH
NORTHROP GRUMMAN CORP	COM	$1.0M	0.5%Prev: 0.4%	1,492 SH	Increased+301 SH
NOVARTIS AG	SPONSORED ADR	$715K	0.4%Prev: 0.4%	4,680 SH	Increased-680 SH
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$201K	0.1%Prev: 0.2%	13,980 SH	Decreased-2,590 SH
NVIDIA CORPORATION	COM	$1.9M	1.0%Prev: 0.7%	11,116 SH	Increased+1,758 SH
PACER FDS TR	US EXPORT LEAD	$703K	0.3%	11,985 SH	New
PACER FDS TR	US LRG CP CASH	$264K	0.1%	7,815 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$1.3M	0.6%Prev: 0.5%	8,623 SH	Increased+623 SH
PPG INDS INC	COM	$740K	0.4%	6,925 SH	New
PRICE T ROWE GROUP INC	COM	$306K	0.2%Prev: 0.2%	3,390 SH	Decreased-275 SH
PROCTER & GAMBLE CO	COM	$408K	0.2%	2,824 SH	New
PROSHARES TR	ULTRPRO S&P500	$221K	0.1%	2,275 SH	New
SABA CAPITAL INCOME & OPPORT	COM NEW	$381K	0.2%Prev: 0.3%	45,776 SH	Decreased-5,226 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$12.9M	6.3%Prev: 5.1%	262,905 SH	Increased+62,435 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$908K	0.4%	36,680 SH	New
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$291K	0.1%	6,233 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$28.3M	13.9%Prev: 17.3%	972,092 SH	Increased-10,410 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$857K	0.4%	28,111 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$601K	0.3%	19,408 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$325K	0.2%	2,930 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$209K	0.1%	3,405 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$785K	0.4%	15,907 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$3.8M	1.9%	23,727 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$3.4M	1.7%	74,850 SH	New
SELLAS LIFE SCIENCES GROUP I	COM NEW	$152K	0.1%	36,000 SH	New
SOUTHERN CO	COM	$745K	0.4%Prev: 0.5%	7,722 SH	Decreased-752 SH
SPDR GOLD TR	GOLD SHS	$2.2M	1.1%Prev: 0.7%	5,108 SH	Increased+1,508 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$393K	0.2%	8,608 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$34.3M	16.9%	699,677 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$6.1M	3.0%	153,999 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	0.6%	1,992 SH	New
T-MOBILE US INC	COM	$962K	0.5%Prev: 0.4%	4,581 SH	Increased+2,224 SH
TARGET CORP	COM	$548K	0.3%Prev: 0.4%	4,522 SH	Decreased-739 SH
TESLA INC	COM	$584K	0.3%Prev: 0.2%	1,571 SH	Increased+603 SH
THE CIGNA GROUP	COM	$856K	0.4%Prev: 0.4%	3,208 SH	Increased+1,267 SH
TOTALENERGIES SE	ACT	$299K	0.1%	3,284 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$337K	0.2%	3,670 SH	New
VANECK ETF TRUST	REAL ASSETS ETF	$1.4M	0.7%	33,930 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$383K	0.2%Prev: 1.2%	5,567 SH	Decreased-18,681 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$340K	0.2%	4,531 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$384K	0.2%	3,503 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$419K	0.2%	4,465 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$238K	0.1%	2,378 SH	New
VERIZON COMMUNICATIONS INC	COM	$693K	0.3%Prev: 0.6%	13,798 SH	Decreased-5,711 SH
WISDOMTREE TR	EMER MKT HIGH FD	$390K	0.2%Prev: 0.3%	7,845 SH	Increased-920 SH

Sold (vs prior filing)

ADOBE INC — $528K
AMERICAN TOWER CORP NEW — $509K
APPLIED MATLS INC — $541K
BRISTOL-MYERS SQUIBB CO — $636K
CHEVRON CORP NEW — $530K
COMCAST CORP NEW — $696K
DIMENSIONAL ETF TRUST — $968K
FIRSTENERGY CORP — $598K
FORTIVE CORP — $612K
GE AEROSPACE — $594K
GRANITESHARES PLATINUM TR — $106K
INCYTE CORP — $502K
ISHARES TR — $871K
ISHARES TR — $257K
ISHARES TR — $247K
KIMCO RLTY CORP — $570K
PACER FDS TR — $1.2M
PAYPAL HLDGS INC — $514K
PVH CORPORATION — $513K
SELECT SECTOR SPDR TR — $2.8M
… and 11 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