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Portfolio (Quarterly) Guide ↗

Vision Retirement, LLC

· CIK 0002069023
13F Portfolio $414M AUM 621 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 621 New
Page 11 of 32  ·  621 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STLD STEEL DYNAMICS INC Basic Materials 300.0 $69K 0.02% NEW $229.46 +2.8%
202 GBTC GRAYSCALE BITCOIN Financial Services 1,512.0 $69K 0.02% NEW $45.52 +33.4%
203 LMUB ISHARES LONG 1,332.0 $68K 0.02% NEW $51.22 -3.5%
204 F FORD MOTOR Consumer Cyclical 4,895.0 $68K 0.02% NEW $13.90 -0.0%
205 VPU VANGUARD UTILITIES 345.0 $68K 0.02% NEW $195.73 -3.9%
206 SYY SYSCO CORP Consumer Defensive 800.0 $67K 0.02% NEW $83.58 -0.4%
207 SYSB ISHARES SYSTEMATIC 738.0 $65K 0.02% NEW $88.71 -1.2%
208 PKW INVESCO BUYBACK 453.0 $64K 0.02% NEW $141.66 +6.8%
209 EMXC ISHARES MSCI 624.0 $64K 0.01% NEW $102.30 -4.0%
210 IWR ISHARES RUSSELL 566.0 $62K 0.01% NEW $110.22 +2.7%
211 WCN WASTE CONNECTIONS Industrials 372.0 $62K 0.01% NEW $166.71 +0.3%
212 HPQ HP INC Technology 2,728.0 $60K 0.01% NEW $21.94 +39.1%
213 BND VANGUARD TOTAL 813.0 $60K 0.01% NEW $73.41 -1.1%
214 EME EMCOR GROUP Industrials 70.0 $58K 0.01% NEW $829.96 -8.0%
215 VCIT VANGUARD INTERMEDIATE 696.0 $57K 0.01% NEW $82.61 -1.4%
216 MPLX MPLX Energy 998.0 $56K 0.01% NEW $56.35 +5.3%
217 MGV VANGUARD MEGA 335.0 $55K 0.01% NEW $163.45 +3.0%
218 ICVT ISHARES CONV 447.0 $54K 0.01% NEW $121.74 -5.1%
219 BAC BANK AMERICA Financial Services 947.0 $54K 0.01% NEW $56.96 +9.3%
220 VB VANGUARD SMALL 174.0 $53K 0.01% NEW $302.32 +0.5%
Page 11 of 32  ·  621 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 38.7%
Technology 27.5%
Consumer Cyclical 13.4%
Industrials 7.9%
Consumer Defensive 4.6%
Communication Services 3.5%
Healthcare 2.1%
Utilities 1.5%
Energy 0.3%
Basic Materials 0.3%