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Portfolio (Quarterly) Guide ↗

VISION FINANCIAL MARKETS LLC

· CIK 0001378145
13F Portfolio $115M AUM 413 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 413 New
Page 12 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AZN ASTRAZENECA PLC Healthcare 76.0 $14K 0.01% NEW $187.66 -14.7%
222 IGV ISHARES TR 152.0 $14K 0.01% NEW $92.75 +9.9%
223 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 226.0 $14K 0.01% NEW $62.22 -8.5%
224 EXPAND ENERGY CORPORATION 155.0 $14K 0.01% NEW $89.50
225 YORKVILLE AMER INVTS TR 327.0 $14K 0.01% NEW $42.31
226 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 456.0 $14K 0.01% NEW $30.31 +1.0%
227 STRATEGY INC 227.0 $14K 0.01% NEW $60.66
228 XSW SPDR SERIES TRUST 78.0 $14K 0.01% NEW $174.67 +12.8%
229 XLP SELECT SECTOR SPDR TR 158.0 $13K 0.01% NEW $83.30 +2.7%
230 NUTX NUTEX HEALTH INC Healthcare 68.0 $13K 0.01% NEW $190.72 -1.6%
231 BAC BANK AMERICA CORP Financial Services 220.0 $13K 0.01% NEW $58.25 +10.3%
232 ODFL OLD DOMINION FREIGHT LINE IN Industrials 59.0 $13K 0.01% NEW $216.29 -3.8%
233 AR ANTERO RESOURCES CORP Energy 365.0 $13K 0.01% NEW $34.91 +6.1%
234 XLRE SELECT SECTOR SPDR TR 286.0 $13K 0.01% NEW $44.07 +1.3%
235 GTLS CHART INDS INC Industrials 60.0 $13K 0.01% NEW $208.68 +0.6%
236 CBOE CBOE GLOBAL MKTS INC Financial Services 50.0 $12K 0.01% NEW $247.72 +17.5%
237 HNDL STRATEGY SHS 536.0 $12K 0.01% NEW $22.72 -0.3%
238 SCHD SCHWAB STRATEGIC TR 375.0 $12K 0.01% NEW $31.71 +8.8%
239 GILD GILEAD SCIENCES INC Healthcare 90.0 $11K 0.01% NEW $125.98 +13.9%
240 FLHY FRANKLIN TEMPLETON ETF TR 467.0 $11K 0.01% NEW $24.14 +0.1%
Page 12 of 21  ·  413 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 36.2%
Consumer Cyclical 23.8%
Technology 15.2%
Communication Services 4.9%
Consumer Defensive 4.7%
Industrials 3.7%
Energy 3.5%
Healthcare 3.4%
Real Estate 2.7%
Utilities 1.8%