VISION FINANCIAL MARKETS LLC: 13F holdings
CIK 13781452026Q2
| Positions | 413 |
|---|---|
| Reported value | $115.3m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TR | 16,206 | $11.9m | 10.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 14,325 | $10.7m | 9.3% |
| TLT ISHARES TR | 99,900 | $8.6m | 7.5% |
| AAPL APPLE INC | 29,342 | $8.6m | 7.4% |
| AZO AUTOZONE INC | 1,831 | $5.9m | 5.1% |
| JPM JPMORGAN CHASE & CO | 16,432 | $5.4m | 4.7% |
| RBB FD INC | 95,685 | $4.8m | 4.1% |
| AMZN AMAZON COM INC | 18,876 | $4.5m | 3.9% |
| WSM WILLIAMS SONOMA INC | 13,500 | $3.1m | 2.7% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 5,970 | $3.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1378145")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.