BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Visionary Wealth Advisors

· CIK 0001802984
13F Portfolio $2.3B AUM 638 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 272 Added 220 Reduced 22 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 FORTRESS BIOTECH INC 11,235 $41K 0.00% SOLD
22 PROP PRAIRIE OPER CO Financial Services 10,120 $17K 0.00% SOLD
Page 2 of 2  ·  22 positions
Sector Allocation
Technology 29.5%
Industrials 16.0%
Financial Services 10.6%
Consumer Cyclical 9.2%
Healthcare 8.4%
Consumer Defensive 8.3%
Energy 8.3%
Communication Services 4.6%
Utilities 3.9%
Basic Materials 1.0%