Managed by Visionpoint Advisory Group, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $29M | 495.6K | 0.00% | — |
| 2 | ? N/A — | $27.1M | 408.9K | 0.00% | — |
| 3 | ? N/A — | $26.7M | 416.2K | 0.00% | — |
| 4 | ? N/A — | $26.3M | 483.6K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $24.1M |
| 344.7K |
| 0.00% |
| — |
| 6 | ? N/A — | $24M | 482.1K | 0.00% | — |
| 7 | ? N/A — | $21.5M | 302.1K | 0.00% | — |
| 8 | I IAU — | $20.4M | 248.2K | 0.00% | — |
| 9 | ? N/A — | $20.2M | 297.2K | 0.00% | — |
| 10 | ? N/A — | $18.6M | 230.3K | 0.00% | — |
| 11 | ? N/A — | $18.2M | 221.1K | 0.00% | — |
| 12 | ? N/A — | $17.8M | 237.4K | 0.00% | — |
| 13 | ? N/A — | $15.6M | 177.2K | 0.00% | — |
| 14 | I IAU — | $15M | 183.6K | 0.00% | — |
| 15 | I IAU — | $14.8M | 177.7K | 0.00% | — |
| 16 | I IAU — | $14.3M | 176.2K | 0.00% | — |
| 17 | I IAU — | $13.7M | 167.6K | 0.00% | — |
| 18 | E ETHA — | $13.2M | 17.6K | 0.00% | — |
| 19 | N NVDA — | $13M | 65.0K | 0.00% | — |
| 20 | S SPY — | $12.3M | 18.1K | 0.00% | — |