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VISION FINANCIAL MARKETS LLC

Q2 2026 13F filing

Updated 51 days ago

413 disclosed positions worth $115.3M

Portfolio value
$115.3M
Total holdings
413
New positions
16
Closed positions
28
Increased
95
Decreased
31
Turnover
10.7%
Filed
2026-07-24

Full holdings

Every line item disclosed in Q2 2026

Q
1.QQQ

INVESCO QQQ TR

Unchanged
Value
$11.9M
Shares
16.2K
% Port
10.33%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

+0.7%
Value
$10.7M
Shares
14.3K
% Port
9.28%
E

ISHARES TR

+41.7%
Value
$8.6M
Shares
99.9K
% Port
7.49%
A

APPLE INC

-0.2%
Value
$8.6M
Shares
29.3K
% Port
7.42%
A
5.AZO

AUTOZONE INC

-0.8%
Value
$5.9M
Shares
1.8K
% Port
5.09%
J

JPMORGAN CHASE & CO

+0.0%
Value
$5.4M
Shares
16.4K
% Port
4.69%
?
7.N/A

RBB FD INC

-7.2%
Value
$4.8M
Shares
95.7K
% Port
4.14%
A

AMAZON COM INC

Unchanged
Value
$4.5M
Shares
18.9K
% Port
3.92%
W
9.WSM

WILLIAMS SONOMA INC

Unchanged
Value
$3.1M
Shares
13.5K
% Port
2.73%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$3M
Shares
6.0K
% Port
2.59%
?
11.N/A

AUTONATION INC

-0.3%
Value
$2.7M
Shares
14.4K
% Port
2.31%
H
12.HD

HOME DEPOT INC

-1.6%
Value
$2.1M
Shares
5.9K
% Port
1.80%
T
13.TSLA

TESLA INC

Unchanged
Value
$2M
Shares
4.8K
% Port
1.74%
G

ALPHABET INC CAP

+0.0%
Value
$1.4M
Shares
4.0K
% Port
1.23%
C
15.COST

COSTCO WHOLESALE CORPORATION

Unchanged
Value
$1.3M
Shares
1.4K
% Port
1.12%
B
16.BSTZ

BLACKROCK INC

Unchanged
Value
$1.3M
Shares
1.3K
% Port
1.09%
W
17.WM

WASTE MGMT INC DEL

Unchanged
Value
$1.2M
Shares
5.5K
% Port
1.07%
M
18.MSFT

MICROSOFT CORP

Unchanged
Value
$1.2M
Shares
3.2K
% Port
1.05%
J
19.JNJ

JOHNSON & JOHNSON

Unchanged
Value
$1.2M
Shares
4.6K
% Port
1.02%
S

SELECT SECTOR SPDR TR

+8636.4%
Value
$1.1M
Shares
9.6K
% Port
0.98%
N
21.NVDA

NVIDIA CORPORATION

+2.0%
Value
$1.1M
Shares
5.3K
% Port
0.92%
A

AGNC INVT CORP

+3.7%
Value
$862K
Shares
79.1K
% Port
0.75%
D
23.DIS

DISNEY WALT CO

+3412.7%
Value
$852K
Shares
8.9K
% Port
0.74%
M

METLIFE INC

+0.0%
Value
$839K
Shares
9.8K
% Port
0.73%
M
25.MCD

MCDONALDS CORP

Unchanged
Value
$784K
Shares
2.9K
% Port
0.68%
V
26.VZ

VERIZON COMMUNICATIONS INC

+0.0%
Value
$769K
Shares
18.2K
% Port
0.67%
L
27.LMT

LOCKHEED MARTIN CORP

+0.1%
Value
$759K
Shares
1.5K
% Port
0.66%
M
28.MU

MICRON TECHNOLOGY INC

Unchanged
Value
$681K
Shares
660
% Port
0.59%
P
29.PM

PHILIP MORRIS INTL INC

+264.2%
Value
$672K
Shares
3.7K
% Port
0.58%
S
30.STWD

STARWOOD PPTY TR INC

Unchanged
Value
$617K
Shares
37.7K
% Port
0.54%
?
31.N/A

AT&T INC

+0.0%
Value
$604K
Shares
29.3K
% Port
0.52%
H
32.HAL

HALLIBURTON CO

+13600.8%
Value
$581K
Shares
17.1K
% Port
0.50%
W
33.WMT

WALMART INC

+0.0%
Value
$577K
Shares
5.2K
% Port
0.50%
A
34.AMT

AMERICAN TOWER CORP

Value
$556K
Shares
3.4K
% Port
0.48%
C
35.CVS

CVS HEALTH CORP

+0.0%
Value
$533K
Shares
5.1K
% Port
0.46%
A
36.AFL

AFLAC INC

Unchanged
Value
$528K
Shares
4.5K
% Port
0.46%
E
37.ED

CONSOLIDATED EDISON INC

Unchanged
Value
$527K
Shares
4.8K
% Port
0.46%
F
38.FBTC

WILLIAMS COS INC

Unchanged
Value
$517K
Shares
7.1K
% Port
0.45%
G

GOLDMAN SACHS GROUP INC

Unchanged
Value
$502K
Shares
494
% Port
0.44%
C
40.CVX

CHEVRON CORPORATION

+3.6%
Value
$489K
Shares
3.0K
% Port
0.42%
S
41.SHAK

SHAKE SHACK INC

Unchanged
Value
$470K
Shares
8.3K
% Port
0.41%
L
42.LLY

ELI LILLY & CO

Unchanged
Value
$456K
Shares
380
% Port
0.40%
B
43.BLK

ISHARES TR

Unchanged
Value
$436K
Shares
4.0K
% Port
0.38%
V
44.VGES

VANGUARD BD INDEX FDS

Unchanged
Value
$425K
Shares
5.8K
% Port
0.37%
X
45.XOM

EXXON MOBIL CORP

-5.6%
Value
$423K
Shares
3.1K
% Port
0.37%
A
46.ADBE

ADOBE INC

-0.1%
Value
$412K
Shares
2.0K
% Port
0.36%
G
47.GE

GE AEROSPACE

Unchanged
Value
$402K
Shares
1.1K
% Port
0.35%
E
48.ETHA

ISHARES TR

Unchanged
Value
$396K
Shares
4.0K
% Port
0.34%
?
49.N/A

SLB LIMITED

Value
$391K
Shares
8.4K
% Port
0.34%
T
50.TXN

TEXAS INSTRS INC

Unchanged
Value
$373K
Shares
1.3K
% Port
0.32%