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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 29 of 32  ·  621 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AXIA ENERGIA 225.0 $2K 0.00% NEW $10.56
562 USHY ISHARES BROAD 64.0 $2K 0.00% NEW $37.02 -0.2%
563 AIG AMERICAN INTL Financial Services 29.0 $2K 0.00% NEW $75.69 +1.7%
564 BHF BRIGHTHOUSE FINANCIAL Financial Services 33.0 $2K 0.00% NEW $63.33 -17.1%
565 SEALSQ CORP 650.0 $2K NEW $3.15
566 GEO GEO GROUP Industrials 69.0 $2K NEW $29.55 +10.9%
567 ZM ZOOM COMMUNICATIONS Technology 21.0 $2K NEW $86.29 +8.7%
568 QS QUANTUMSCAPE CORP Consumer Cyclical 239.0 $2K NEW $7.56 -24.1%
569 SMCI SUPER MICRO Technology 61.0 $2K NEW $29.33 +27.5%
570 FTRE FORTREA HOLDINGS Healthcare 102.0 $2K NEW $17.40 +6.5%
571 RIVN RIVIAN AUTOMOTIVE Consumer Cyclical 100.0 $2K NEW $17.35 -5.9%
572 VTRS VIATRIS INC Healthcare 109.0 $2K NEW $15.81 +6.6%
573 OFRM ONCE UPON Consumer Defensive 84.0 $2K NEW $20.48 -17.5%
574 SMG SCOTTS MIRACLE-GRO Basic Materials 25.0 $2K NEW $68.12 -9.9%
575 VSNT VERSANT MEDIA Industrials 46.0 $2K NEW $36.00 +9.1%
576 DJT TRUMP MEDIA Communication Services 210.0 $2K NEW $7.74 +22.8%
577 RUM RUM GROUP Technology 250.0 $2K NEW $6.34 +47.9%
578 SCHY SCHWAB INTL 49.0 $2K NEW $31.73 +5.8%
579 SOUTH BOW 40.0 $1K NEW $35.25
580 BITB BITWISE BITCOIN Financial Services 42.0 $1K NEW $31.86 +33.7%
Page 29 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%