Visionary Wealth Advisors has disclosed its latest investment holdings in a recent 13F filing, revealing a total value exceeding $2.5 billion as of September 30, 2026. This filing is significant as it highlights the firm's strategic focus on major technology stocks, including substantial positions in Apple Inc. and Microsoft Corp.

The firm, based in O'Fallon, Illinois, is known for its advisory services in the financial sector. The latest filing, accession number 0001802984-26-000006, was submitted to the SEC on November 4, 2026, and reflects the company's ongoing commitment to growth-oriented investments.

Background

Visionary Wealth Advisors operates within the financial advisory sector, providing investment management services to its clients. The firm has consistently filed 13F reports, with the latest submission detailing its holdings as of September 30, 2026. The firm is incorporated in Delaware and has been active in the investment management space, with a fiscal year ending on December 31.

What the Filing Says

The 13F filing indicates that Visionary Wealth Advisors holds a diverse portfolio, with significant investments in well-known companies. Notably, the firm has invested heavily in:

  • Apple Inc. - Holding value of approximately $132.6 million.
  • Microsoft Corp. - Holding value of approximately $59.7 million.
  • Quanta Services Inc. - Holding value of approximately $57.0 million.
  • Schwab Strategic Trust ETFs - Combined holdings worth over $50 million.

These investments reflect a strategic emphasis on technology and growth sectors, which are critical for long-term performance in the investment management industry.

Impact

This filing may influence various stakeholders, including clients of Visionary Wealth Advisors who rely on the firm for investment guidance. Additionally, it may impact competitors in the financial advisory sector as they assess their own portfolio strategies in light of Visionary's significant holdings in leading technology firms.

What's Next

The filing does not specify what actions Visionary Wealth Advisors plans to take next regarding its investment strategy or any upcoming changes in its portfolio management approach.