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Ryan Barke

Visionary Wealth Advisors

Assets Managed
$2.26B
Holdings
638
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
1.85%(2Q avg: 2.69%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Visionary Wealth Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 638 positions.

Assets under management

The assets under management (AUM) of Visionary Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.26B in assets, with a quarterly growth rate of 1.85% and a 2-quarter average growth rate of 2.69%. The portfolio is managed by Ryan Barke, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.69%
4.51%
$101.832M
401,244 shares@ $253.8 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.89%
3.05%
$68.79M
105,311 shares@ $653.22 avg price
PWR
Quanta Services Inc
Recent Activity
Decreased -4.95%
2.35%
$53.08M
96,682 shares@ $549.03 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 4.05%
2.07%
$46.735M
1.823M shares@ $25.65 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 2.5%
2.05%
$46.25M
1.869M shares@ $24.75 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.98%
1.92%
$43.219M
116,754 shares@ $370.17 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 2.65%
1.77%
$39.821M
1.367M shares@ $29.13 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Decreased -0.18%
1.68%
$37.892M
470,069 shares@ $80.62 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 4.17%
1.63%
$36.688M
369,575 shares@ $99.28 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 5.38%
1.35%
$30.457M
1.162M shares@ $26.2 avg price

1-10 of 638