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Portfolio (Quarterly) Guide ↗

Visionary Horizons, LLC

· CIK 0002003615
13F Portfolio $239M AUM 145 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 60 Added 41 Reduced 7 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PLTR PALANTIR TECHNOLOGIES INC Technology 8,762.0 $1.0M 0.43% +139.0 +1.6% $116.67 +49.4%
22 SCHM SCHWAB STRATEGIC TR 25,883.0 $954K 0.40% +6K +33.4% $36.87 -2.8%
23 HD HOME DEPOT INC Consumer Cyclical 2,673.0 $943K 0.39% +1K +71.1% $352.76 -9.0%
24 OSCV ETF SER SOLUTIONS 22,051.0 $930K 0.39% +5K +32.8% $42.19 -0.9%
25 DFAI DIMENSIONAL ETF TRUST 22,310.0 $920K 0.39% +5K +30.3% $41.25 +5.2%
26 AVDE AMERICAN CENTY ETF TR 10,015.0 $893K 0.37% +117.0 +1.2% $89.20 +5.9%
27 AAPL APPLE INC Technology 2,958.0 $856K 0.36% +242.0 +8.9% $289.44 +10.5%
28 IYW ISHARES TR 3,335.0 $841K 0.35% +475.0 +16.6% $252.27 +0.4%
29 SPYM SPDR SERIES TRUST 9,396.0 $826K 0.34% +4K +73.6% $87.88 +3.2%
30 DRSK ETF SER SOLUTIONS 28,242.0 $812K 0.34% +6K +25.0% $28.75 -1.7%
31 DFCF DIMENSIONAL ETF TRUST 18,482.0 $780K 0.33% +7K +55.4% $42.21 -1.9%
32 SO SOUTHERN CO Utilities 8,135.0 $779K 0.33% +413.0 +5.3% $95.71 -7.9%
33 SYSB ISHARES TR 8,770.0 $778K 0.33% +2K +34.6% $88.72 -2.2%
34 AVIG AMERICAN CENTY ETF TR 18,170.0 $752K 0.31% +2K +15.3% $41.41 -2.2%
35 SPAB SPDR SERIES TRUST 28,107.0 $717K 0.30% +6K +28.1% $25.52 -2.1%
36 DFIP DIMENSIONAL ETF TRUST 16,294.0 $672K 0.28% +245.0 +1.5% $41.26 -2.6%
37 DFIC DIMENSIONAL ETF TRUST 16,945.0 $631K 0.26% +4K +26.7% $37.26 +5.9%
38 NEM NEWMONT CORP Basic Materials 6,539.0 $611K 0.26% +4K +167.2% $93.40 +37.1%
39 SPDW SPDR INDEX SHS FDS 11,339.0 $571K 0.24% +3K +31.7% $50.39 +3.8%
40 COWG PACER FDS TR 14,001.0 $562K 0.23% +6K +79.2% $40.15 -1.2%
Page 2 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.5%
Technology 19.5%
Healthcare 14.5%
Consumer Cyclical 8.1%
Communication Services 6.2%
Utilities 5.0%
Industrials 4.0%
Real Estate 3.1%
Energy 2.4%
Consumer Defensive 2.4%