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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 5 of 32  ·  621 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MTUM ISHARES MSCI 2,061.0 $706K 0.17% NEW $342.78 -11.3%
82 EFG ISHARES MSCI 5,671.0 $706K 0.17% NEW $124.43 +0.9%
83 HD HOME DEPOT Consumer Cyclical 1,809.0 $638K 0.15% NEW $352.73 -5.1%
84 RKLB ROCKET LAB Industrials 5,912.0 $601K 0.14% NEW $101.65 -34.9%
85 FDVV FIDELITY HIGH 9,683.0 $584K 0.14% NEW $60.29 +4.8%
86 SHW SHERWIN WILLIAMS Basic Materials 1,676.0 $577K 0.14% NEW $344.23 +1.3%
87 IYW ISHARES TECHNOLOGY 2,142.0 $540K 0.13% NEW $252.28 -2.2%
88 AXON AXON ENTERPRISE Industrials 920.0 $516K 0.12% NEW $560.61 +8.4%
89 ESGU ISHARES ESG 3,056.0 $500K 0.12% NEW $163.68 +2.6%
90 IBM INTL BUSINESS Technology 1,698.0 $478K 0.12% NEW $281.27 -18.3%
91 IAGG ISHARES CORE 8,463.0 $428K 0.10% NEW $50.60 -1.5%
92 RSG REPUBLIC SERVICES Industrials 2,004.0 $427K 0.10% NEW $213.03 +4.3%
93 SPMO INVESCO S&P 2,618.0 $423K 0.10% NEW $161.51 -8.7%
94 IXUS ISHARES CORE 4,366.0 $417K 0.10% NEW $95.43 +2.7%
95 FNDF SCHWAB FUNDAMENTAL 7,583.0 $400K 0.10% NEW $52.76 +5.5%
96 IHI ISHARES U S 8,051.0 $398K 0.10% NEW $49.41 +12.1%
97 ETN EATON CORP Industrials 917.0 $391K 0.10% NEW $426.30 -1.6%
98 SPYM STATE STREET 4,410.0 $388K 0.09% NEW $87.88 +2.6%
99 JNJ JOHNSON & JOHNSON Healthcare 1,514.0 $384K 0.09% NEW $253.96 +6.3%
100 BALI ISHARES U S 11,121.0 $376K 0.09% NEW $33.83 +2.6%
Page 5 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%