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Portfolio (Quarterly) Guide ↗

Visionary Horizons, LLC

· CIK 0002003615
13F Portfolio $203M AUM 128 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 45 Added 36 Reduced 12 Exited
Page 6 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLC SELECT SECTOR SPDR TR 2,930.0 $325K 0.16% NEW $110.88 +5.1%
102 MSCI MSCI INC Financial Services 598.0 $322K 0.16% NEW $539.13 +11.7%
103 AMZN AMAZON COM INC Consumer Cyclical 1,472.0 $307K 0.15% +162.0 +12.4% $208.29 +29.3%
104 TROW PRICE T ROWE GROUP INC Financial Services 3,390.0 $306K 0.15% $90.14 +15.6%
105 INTU INTUIT Technology 705.0 $305K 0.15% NEW $432.38 -28.1%
106 SPBO SPDR SERIES TRUST 10,403.0 $302K 0.15% NEW $29.03 -0.1%
107 TOTALENERGIES SE 3,284.0 $299K 0.15% NEW $90.98
108 GOOG ALPHABET INC Communication Services 1,040.0 $298K 0.15% NEW $286.86 +34.9%
109 SCHC SCHWAB STRATEGIC TR 6,233.0 $291K 0.14% +1K +19.3% $46.74 +8.5%
110 INTC INTEL CORP Technology 6,544.0 $289K 0.14% $44.13 +170.9%
111 IEFA ISHARES TR 3,124.0 $283K 0.14% -210.0 -6.3% $90.54 +8.2%
112 NEM NEWMONT CORP Basic Materials 2,447.0 $265K 0.13% $108.25 -0.2%
113 COWG PACER FDS TR 7,815.0 $264K 0.13% NEW $33.74 +13.7%
114 IWM ISHARES TR 996.0 $247K 0.12% $248.17 +17.0%
115 DGRO ISHARES TR 3,461.0 $243K 0.12% -489.0 -12.4% $70.19 +6.3%
116 VTWO VANGUARD SCOTTSDALE FDS 2,378.0 $238K 0.12% NEW $100.17 +17.1%
117 SLV ISHARES SILVER TR Financial Services 3,478.0 $237K 0.12% +278.0 +8.7% $68.14 -0.9%
118 CLOA BLACKROCK ETF TRUST II 4,484.0 $232K 0.12% NEW $51.84 +0.3%
119 GIS GENERAL MILLS INC Consumer Defensive 6,138.0 $228K 0.11% NEW $37.22 -9.4%
120 UPRO PROSHARES TR 2,275.0 $221K 0.11% $96.98 +49.8%
Page 6 of 7  ·  128 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 32.3%
Technology 16.0%
Healthcare 15.1%
Consumer Cyclical 8.9%
Communication Services 8.1%
Utilities 5.7%
Industrials 3.3%
Real Estate 2.9%
Energy 2.8%
Consumer Defensive 2.6%