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Disclosed positions
Visionary Wealth Advisors: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $116,847,625
- Reported amount
- 403,814
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001802984-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| APPLE INC | AAPL | COM | $116,847,625 | 403,814 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $85,991,648 | 114,825 | SH | None |
| QUANTA SVCS INC | PWR | COM | $64,654,569 | 89,793 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $54,303,889 | 1,845,188 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $51,813,723 | 1,870,532 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $47,468,258 | 1,402,726 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $45,095,754 | 494,417 | SH | None |
| MICROSOFT CORP | MSFT | COM | $43,896,327 | 117,678 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $38,954,852 | 393,563 | SH | None |
| CISCO SYS INC | CSCO | COM | $38,380,863 | 326,757 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $37,497,117 | 420,371 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $31,643,341 | 431,049 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $29,616,439 | 43,122 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $28,703,775 | 1,082,344 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $27,183,660 | 218,923 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $26,600,582 | 122,060 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $24,112,982 | 344,964 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $24,074,958 | 542,718 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $23,375,407 | 92,040 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $23,175,696 | 503,272 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $22,954,351 | 635,327 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $22,624,208 | 113,070 | SH | None |
| AMAZON COM INC | AMZN | COM | $21,559,760 | 90,458 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $21,559,649 | 267,589 | SH | None |
| BROADCOM INC | AVGO | COM | $21,021,283 | 55,649 | SH | None |
| HOME DEPOT INC | HD | COM | $20,886,119 | 59,221 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $19,628,513 | 133,855 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $19,166,073 | 100,599 | SH | None |
| WALMART INC | WMT | COM | $18,966,461 | 167,459 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $18,932,805 | 80,014 | SH | None |
| INNOVATOR ETFS TRUST | BALT | DEFINED WLT SHLD | $18,917,966 | 552,027 | SH | None |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $18,358,598 | 182,111 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $17,668,135 | 53,977 | SH | None |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $17,293,766 | 187,792 | SH | None |
| EMERSON ELEC CO | EMR | COM | $15,987,548 | 111,684 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $15,473,935 | 30,924 | SH | None |
| ABBVIE INC | ABBV | COM | $14,980,478 | 59,531 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $14,956,147 | 109,393 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | UCON | SMIT UNCO BD ETF | $14,680,252 | 590,042 | SH | None |
| VANECK ETF TRUST | MOAT | MRNGSTR WDE MOAT | $14,481,748 | 139,301 | SH | None |
| QUALCOMM INC | QCOM | COM | $14,293,072 | 77,348 | SH | None |
| KINDER MORGAN INC DEL | KMI | COM | $13,947,876 | 436,280 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $13,718,486 | 253,952 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $13,479,527 | 81,320 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $13,430,389 | 286,118 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $13,425,701 | 107,612 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $13,364,470 | 155,148 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $13,185,957 | 267,572 | SH | None |
| BANK OF NY MELLON CORP | BNY | COM | $13,112,163 | 90,673 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $12,775,674 | 487,994 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 3 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.