Paul D. Muller

Vision Retirement, Llc

Assets Managed

$351.562M

Holdings

649

Last Quarter

2026 - Q1

Filed Date

1mo 24d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vision Retirement, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 649 positions.

Assets under management

The assets under management (AUM) of Vision Retirement, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 351.562M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Paul D. Muller, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
QQQ Invesco Qqq Trust Series 1 Recent Activity New Position	14.13%	$49.659M 86,038 shares@ $577.18 avg price	New Position
AAPL Apple Inc Recent Activity New Position	9.73%	$34.201M 134,763 shares@ $253.79 avg price	New Position
AMZN Amazon.com Inc Recent Activity New Position	6.03%	$21.169M 101,640 shares@ $208.28 avg price	New Position
DIA Spdr Djia Trust Recent Activity New Position	4.29%	$15.058M 32,509 shares@ $463.2 avg price	New Position
COST Costco Wholesale Corp Recent Activity New Position	3.61%	$12.656M 12,702 shares@ $996.42 avg price	New Position
TSLA Tesla Inc Recent Activity New Position	3.5%	$12.271M 33,010 shares@ $371.76 avg price	New Position
VOO Vanguard S&p 500 Etf Recent Activity New Position	2.91%	$10.207M 17,081 shares@ $597.55 avg price	New Position
XLG Invesco S&p 500 Top 50 Etf Recent Activity New Position	2.65%	$9.308M 170,625 shares@ $54.55 avg price	New Position
VYM Vanguard High Dvd Yield Etf Recent Activity New Position	2.53%	$8.86M 59,826 shares@ $148.11 avg price	New Position
V Visa Inc-class A Shares Recent Activity New Position	2.18%	$7.649M 25,308 shares@ $302.24 avg price	New Position

1-10 of 649