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: $239.3M145 positionsView on SEC.gov

			% of Portfolio
ALLSTATE CORP	COM	$419K	0.2%Prev: 0.4%	1,760 SH	Decreased-1,468 SH
ALPHABET INC	CAP STK CL A	$526K	0.2%Prev: 0.5%	1,472 SH	Decreased-3,402 SH
ALPHABET INC	CAP STK CL C	$379K	0.2%	1,072 SH	New
AMAZON COM INC	COM	$381K	0.2%Prev: 0.2%	1,600 SH	Increased+262 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$752K	0.3%	18,170 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$13.4M	5.6%Prev: 3.3%	139,011 SH	Increased+63,402 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$893K	0.4%Prev: 0.4%	10,015 SH	Increased+1,035 SH
AMERICAN CENTY ETF TR	US EQT ETF	$8.0M	3.3%Prev: 3.6%	62,166 SH	Increased+6,344 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$13.7M	5.7%Prev: 4.1%	110,092 SH	Increased+38,921 SH
AMERICAN TOWER CORP	COM	$327K	0.1%	2,001 SH	New
AMGEN INC	COM	$1.1M	0.5%Prev: 0.8%	3,090 SH	Decreased-1,667 SH
APPLE INC	COM	$856K	0.4%Prev: 0.4%	2,958 SH	Increased-167 SH
APTIV PLC	COM SHS	$316K	0.1%	5,145 SH	New
ARISTA NETWORKS INC	COM SHS	$430K	0.2%	2,530 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$402K	0.2%	202 SH	New
AUTONATION INC	COM	$580K	0.2%	3,123 SH	New
AXSOME THERAPEUTICS INC.	COM	$237K	0.1%	968 SH	New
BECTON DICKINSON & CO	COM	$340K	0.1%	2,244 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$749K	0.3%Prev: 0.5%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.5%Prev: 0.7%	2,458 SH	Increased+97 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$3.0M	1.3%Prev: 0.6%	44,181 SH	Increased+25,900 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$2.0M	0.8%	38,738 SH	New
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$233K	0.1%	4,495 SH	New
BLACKROCK FLOATING RATE INCO	COM	$199K	0.1%Prev: 0.2%	18,089 SH	Decreased-5,246 SH
BROADCOM INC	COM	$476K	0.2%	1,259 SH	New
CARDINAL HEALTH INC	COM	$830K	0.3%Prev: 0.6%	3,494 SH	Decreased-1,794 SH
CBOE GLOBAL MKTS INC	COM	$406K	0.2%	1,671 SH	New
CHEVRON CORPORATION	COM	$486K	0.2%	2,930 SH	New
DEVON ENERGY CORP NEW	COM	$581K	0.2%Prev: 0.3%	14,053 SH	Increased-1,182 SH
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$780K	0.3%	18,482 SH	New
DIMENSIONAL ETF TRUST	INFLATION PROTE	$672K	0.3%Prev: 0.4%	16,294 SH	Increased+1,603 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$920K	0.4%	22,310 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$631K	0.3%Prev: 0.2%	16,945 SH	Increased+5,315 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$619K	0.3%	13,945 SH	New
DISNEY WALT CO	COM	$205K	0.1%Prev: 0.2%	2,132 SH	Decreased-256 SH
DUKE ENERGY CORP NEW	COM NEW	$682K	0.3%Prev: 0.5%	5,387 SH	Decreased-1,059 SH
EAST WEST BANCORP INC	COM	$769K	0.3%	5,957 SH	New
EDISON INTL	COM	$398K	0.2%Prev: 0.2%	5,346 SH	Increased-609 SH
ELEVANCE HEALTH INC FORMERLY	COM	$593K	0.2%	1,533 SH	New
EMERSON ELEC CO	COM	$379K	0.2%	2,644 SH	New
ETF SER SOLUTIONS	APTUS COLLRD INV	$2.6M	1.1%	56,821 SH	New
ETF SER SOLUTIONS	APTUS DEFINED	$812K	0.3%	28,242 SH	New
ETF SER SOLUTIONS	OPUS SML CP VL	$930K	0.4%	22,051 SH	New
EVERSOURCE ENERGY	COM	$373K	0.2%	5,167 SH	New
EXTRA SPACE STORAGE INC	COM	$437K	0.2%Prev: 0.3%	3,008 SH	Decreased-492 SH
FIFTH THIRD BANCORP	COM	$311K	0.1%Prev: 0.5%	5,508 SH	Decreased-12,990 SH
GE AEROSPACE	COM NEW	$262K	0.1%Prev: 0.6%	699 SH	Decreased-2,709 SH
GILEAD SCIENCES INC	COM	$545K	0.2%Prev: 0.3%	4,315 SH	Increased-251 SH
HASBRO INC	COM	$658K	0.3%Prev: 0.6%	7,963 SH	Decreased-3,940 SH
HOME DEPOT INC	COM	$943K	0.4%Prev: 0.4%	2,673 SH	Increased+1,128 SH
HOWMET AEROSPACE INC	COM	$555K	0.2%Prev: 0.3%	2,063 SH	Increased-298 SH
INTEL CORP	COM	$901K	0.4%	6,452 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$470K	0.2%Prev: 0.4%	5,405 SH	Decreased-6,350 SH
INVESCO EXCH TRADED FD TR II	S&P 500 HB ETF	$2.2M	0.9%	13,828 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.9M	1.2%Prev: 3.8%	13,395 SH	Decreased-19,993 SH
INVESCO EXCHANGE TRADED FD T	SEMICONDUCTORS	$313K	0.1%	1,664 SH	New
INVESCO QQQ TR	UNIT SER 1	$7.1M	2.9%Prev: 3.1%	9,573 SH	Increased+635 SH
ISHARES INC	ASIA/PAC DIV ETF	$622K	0.3%Prev: 0.4%	13,155 SH	Increased-1,265 SH
ISHARES INC	MSCI FRANCE ETF	$717K	0.3%Prev: 0.5%	15,772 SH	Decreased-2,617 SH
ISHARES TR	0-5 YR TIPS ETF	$2.2M	0.9%Prev: 0.4%	21,943 SH	Increased+15,769 SH
ISHARES TR	7-10 YR TRSY BD	$214K	0.1%	2,267 SH	New
ISHARES TR	CORE DIV GRWTH	$277K	0.1%Prev: 0.2%	3,651 SH	Increased-242 SH
ISHARES TR	CORE MSCI EAFE	$332K	0.1%	3,438 SH	New
ISHARES TR	CORE S&P US GWT	$204K	0.1%	1,084 SH	New
ISHARES TR	CORE S&P500 ETF	$553K	0.2%Prev: 0.2%	738 SH	Increased+304 SH
ISHARES TR	CORE UNIVRSL USD	$2.4M	1.0%	51,685 SH	New
ISHARES TR	MSCI UK ETF NEW	$487K	0.2%Prev: 0.3%	10,565 SH	Decreased-2,610 SH
ISHARES TR	RUSSELL 2000 ETF	$311K	0.1%Prev: 0.1%	1,035 SH	Increased+88 SH
ISHARES TR	SYSTEMATIC BD ET	$778K	0.3%	8,770 SH	New
ISHARES TR	U.S. TECH ETF	$841K	0.4%	3,335 SH	New
ISHARES TR	US AER DEF ETF	$1.5M	0.6%	6,040 SH	New
ISHARES U S ETF TR	SHOR DURA BD ETF	$1.7M	0.7%	33,387 SH	New
KIMCO REALTY CORP	COM	$644K	0.3%	25,406 SH	New
LEGG MASON ETF INVT	FRANKLIN INTL LW	$220K	0.1%	5,410 SH	New
LITHIA MTRS INC	COM	$222K	0.1%	763 SH	New
MCKESSON CORP	COM	$246K	0.1%	325 SH	New
MEDTRONIC PLC	SHS	$765K	0.3%Prev: 0.9%	9,777 SH	Decreased-7,363 SH
META PLATFORMS INC	CL A	$975K	0.4%Prev: 0.6%	1,730 SH	Increased+478 SH
MICRON TECHNOLOGY INC	COM	$339K	0.1%	294 SH	New
MICROSOFT CORP	COM	$1.5M	0.6%Prev: 1.2%	3,898 SH	Decreased+66 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$122K	0.1%Prev: 0.0%	12,785 SH	Increased
MORGAN STANLEY	COM NEW	$391K	0.2%	1,870 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$385K	0.2%	925 SH	New
MSCI INC	COM	$289K	0.1%	516 SH	New
NEWMONT CORP	COM	$611K	0.3%Prev: 0.4%	6,539 SH	Decreased-4,651 SH
NORTHERN LIGHTS FD TR	TOEWS AGILTY SHS	$8.1M	3.4%Prev: 2.8%	210,051 SH	Increased+76,590 SH
NORTHROP GRUMMAN CORP	COM	$596K	0.2%Prev: 0.5%	1,170 SH	Decreased-321 SH
NOVARTIS AG	SPONSORED ADR	$727K	0.3%Prev: 0.4%	4,636 SH	Increased-484 SH
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$200K	0.1%Prev: 0.1%	13,980 SH	Decreased-1,570 SH
NVIDIA CORPORATION	COM	$2.3M	1.0%Prev: 1.0%	11,405 SH	Increased+1,191 SH
ORACLE CORP	COM	$210K	0.1%Prev: 0.2%	1,433 SH	Decreased+173 SH
PACER FDS TR	US EXPORT LEAD	$3.3M	1.4%	43,085 SH	New
PACER FDS TR	US LRG CP CASH	$562K	0.2%	14,001 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$1.0M	0.4%Prev: 0.8%	8,762 SH	Decreased-268 SH
PRICE T ROWE GROUP INC	COM	$385K	0.2%Prev: 0.2%	3,388 SH	Increased-277 SH
PROCTER & GAMBLE CO	COM	$475K	0.2%	3,238 SH	New
PROSHARES TR	ULTRPRO S&P500	$323K	0.1%	2,275 SH	New
RIVIAN AUTOMOTIVE INC	COM CL A	$204K	0.1%	11,779 SH	New
SABA CAPITAL INCOME & OPPORT	COM NEW	$366K	0.2%Prev: 0.3%	43,876 SH	Decreased-4,497 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$16.9M	7.1%Prev: 4.2%	320,357 SH	Increased+152,751 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.4M	0.6%	49,014 SH	New
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$409K	0.2%	8,501 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$33.1M	13.8%Prev: 17.7%	976,851 SH	Increased+17,527 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.3M	0.6%	38,166 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$954K	0.4%	25,883 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$802K	0.3%	14,965 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$5.1M	2.1%	27,361 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$398K	0.2%	2,090 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$1.1M	0.5%	25,236 SH	New
SELLAS LIFE SCIENCES GROUP I	COM NEW	$531K	0.2%	36,000 SH	New
SOUTHERN CO	COM	$779K	0.3%Prev: 0.5%	8,135 SH	Increased-325 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$411K	0.2%	2,407 SH	New
SPDR GOLD TR	GOLD SHS	$2.4M	1.0%Prev: 0.7%	6,522 SH	Increased+3,112 SH
SPDR INDEX SHS FDS	ST STR PO EX ETF	$571K	0.2%	11,339 SH	New
SPDR SERIES TRUST	ST INTER BD ETF	$6.3M	2.6%	187,044 SH	New
SPDR SERIES TRUST	ST SHO TREAS ETF	$1.9M	0.8%	66,455 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$717K	0.3%	28,107 SH	New
SPDR SERIES TRUST	ST STR CORPO ETF	$305K	0.1%	10,496 SH	New
SPDR SERIES TRUST	ST STR NYSE TECH	$327K	0.1%	838 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$826K	0.3%	9,396 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$23.7M	9.9%	389,843 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$314K	0.1%	2,066 SH	New
SPDR SERIES TRUST	ST STR SP REGBNK	$266K	0.1%	3,550 SH	New
SPDR SERIES TRUST	ST STR USD ETF	$1.1M	0.4%	42,084 SH	New
SPDR SERIES TRUST	STATE STRET SPDR	$1.3M	0.6%	69,834 SH	New
SSGA ACTIVE ETF TR	ST STR TOTAL ETF	$5.9M	2.5%	149,889 SH	New
SSGA ACTIVE TR	ST STR TOTAL ETF	$396K	0.2%	8,408 SH	New
STATE STR CORP	COM	$257K	0.1%	1,514 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	0.4%	1,413 SH	New
T-MOBILE US INC	COM	$520K	0.2%Prev: 0.4%	3,100 SH	Decreased+197 SH
TARGET CORP	COM	$589K	0.2%Prev: 0.3%	4,511 SH	Increased-750 SH
TESLA INC	COM	$652K	0.3%Prev: 0.2%	1,549 SH	Increased+393 SH
THE CIGNA GROUP	COM	$606K	0.3%Prev: 0.5%	2,199 SH	Decreased-176 SH
TOTALENERGIES SE	ACT	$255K	0.1%	3,284 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$271K	0.1%Prev: 0.1%	3,595 SH	Increased-435 SH
VANECK ETF TRUST	REAL ASSETS ETF	$1.4M	0.6%	34,548 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$451K	0.2%Prev: 0.5%	6,539 SH	Decreased-5,572 SH
VANGUARD INDEX FDS	GROWTH ETF	$263K	0.1%	3,054 SH	New
VANGUARD INDEX FDS	VALUE ETF	$213K	0.1%	976 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$400K	0.2%	4,777 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$470K	0.2%	3,675 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$495K	0.2%	4,659 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$305K	0.1%	2,514 SH	New
VERIZON COMMUNICATIONS INC	COM	$586K	0.2%Prev: 0.4%	13,851 SH	Decreased-2,545 SH
WISDOMTREE TR	EMER MKT HIGH FD	$411K	0.2%Prev: 0.2%	7,645 SH	Increased-920 SH

Sold (vs prior filing)

ADOBE INC — $682K
AMERICAN TOWER CORP NEW — $507K
APPLIED MATLS INC — $787K
BLACKROCK ETF TRUST II — $1.0M
BRISTOL-MYERS SQUIBB CO — $476K
CHEVRON CORP NEW — $454K
DIMENSIONAL ETF TRUST — $1.1M
DIMENSIONAL ETF TRUST — $529K
FORTIVE CORP — $525K
INCYTE CORP — $729K
ISHARES TR — $232K
ISHARES TR — $210K
ISHARES TR — $1.1M
ISHARES TR — $260K
ISHARES TR — $211K
ISHARES TR — $247K
ISHARES U S ETF TR — $339K
KIMCO RLTY CORP — $562K
MICROSTRATEGY INC — $232K
PACER FDS TR — $289K
… and 14 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