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Holders — by stockHoldings — by fund

Vision Retirement, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2069023

$413.6M

disclosed book value

621

positions

15.2%

largest position share

Positions, as of 2026-06-30

top 100 of 621 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1QQQINVESCO QQQ85,578$63.0M15.2%
2AAPLAPPLE INC135,311$39.2M9.5%
3AMZNAMAZON COM93,883$22.4M5.4%
4DIASTATE STREET32,857$17.2M4.1%
5VOOVANGUARD S&P17,880$12.3M3%
6COSTCOSTCO WHOLESALE12,764$11.9M2.9%
7TSLATESLA INC27,413$11.5M2.8%
8XLGINVESCO S&P174,996$10.7M2.6%
9VYMVANGUARD HIGH60,356$9.5M2.3%
10VVISA INC25,332$8.7M2.1%
11NVDANVIDIA CORP41,511$8.3M2%
12AVGOBROADCOM INC19,072$7.2M1.7%
13SOXXISHARES SEMICONDUCTOR10,964$7.0M1.7%
14GOOGALPHABET INC19,393$6.9M1.7%
15SPYSTATE STREET8,790$6.6M1.6%
16MUMICRON TECHNOLOGY5,220$6.0M1.5%
17VGTVANGUARD INFORMATION49,253$5.9M1.4%
18IVVISHARES CORE7,564$5.7M1.4%
19RDVYFIRST TRUST69,597$5.6M1.4%
20SMHVANECK SEMICONDUCTOR8,302$5.4M1.3%
21MAMASTERCARD INC10,082$5.2M1.3%
22CATCATERPILLAR INC4,753$5.1M1.2%
23METAMETA PLATFORMS8,869$5.0M1.2%
24MSFTMICROSOFT CORP11,444$4.3M1%
25DGROISHARES CORE44,911$3.4M0.8%
26SYKSTRYKER CORP10,778$3.4M0.8%
27GOOGLALPHABET INC9,125$3.3M0.8%
28QQQMINVESCO NASDAQ10,485$3.2M0.8%
29LMTLOCKHEED MARTIN5,731$2.9M0.7%
30WMWASTE MANAGEMENT12,285$2.7M0.7%
31VIGVANGUARD DIVIDEND11,411$2.7M0.7%
32IUSBISHARES CORE57,214$2.6M0.6%
33GSGOLDMAN SACHS2,496$2.5M0.6%
34TSMTAIWAN SEMICONDUCTOR4,927$2.4M0.6%
35VOVANGUARD MID28,370$2.3M0.6%
36VUGVANGUARD GROWTH24,421$2.1M0.5%
37DYNFISHARES U S30,709$2.1M0.5%
38ITAISHARES AEROSPACE8,414$2.0M0.5%
39IVWISHARES S&P14,467$2.0M0.5%
40GEVGE VERNOVA1,633$1.9M0.5%
41IEMGISHARES CORE22,689$1.9M0.5%
42TRANE TECHNOLOGIES3,626$1.8M0.4%
43AZOAUTOZONE INC557$1.8M0.4%
44EFVISHARES MSCI23,131$1.8M0.4%
45IVEISHARES S&P7,760$1.8M0.4%
46KLACKLA CORP5,824$1.8M0.4%
47MUBISHARES NATIONAL15,155$1.6M0.4%
48QTUMDEFIANCE QUANTUM9,747$1.6M0.4%
49VTIVANGUARD TOTAL4,242$1.6M0.4%
50QUALISHARES MSCI6,766$1.5M0.4%
51TDGTRANSDIGM GROUP1,100$1.5M0.4%
52PEGPUBLIC SERVICE17,512$1.4M0.3%
53PWRQUANTA SERVICES1,947$1.4M0.3%
54PLTRPALANTIR TECHNOLOGIES11,787$1.4M0.3%
55PIMCO CORPORATE114,087$1.4M0.3%
56CREDO TECHNOLOGY4,860$1.3M0.3%
57ASML HOLDING624$1.2M0.3%
58PIMCO CORPORATE94,183$1.1M0.3%
59NFLXNETFLIX INC15,615$1.1M0.3%
60DVYISHARES SELECT6,928$1.1M0.3%
61TCAFT ROWE25,885$1.1M0.3%
62MBBISHARES MBS11,169$1.1M0.3%
63NOVA LTD1,810$982,5290.2%
64HUBBHUBBELL INC1,859$972,6600.2%
65TLHISHARES 10-20YR9,542$957,5610.2%
66HIMUISHARES HIGH18,688$930,6560.2%
67MCDMCDONALDS CORP3,362$908,7890.2%
68FIXCOMFORT SYSTEMS USA INC458$908,2360.2%
69VRTVERTIV HOLDINGS2,699$903,8130.2%
70OEFISHARES S&P2,435$891,0740.2%
71GEGE AEROSPACE2,304$861,0580.2%
72BAIISHARES A I16,014$844,2530.2%
73JPMJPMORGAN CHASE2,561$838,2180.2%
74ISRGINTUITIVE SURGICAL2,008$798,5430.2%
75BXBLACKSTONE INC6,782$798,1050.2%
76AMDADVANCED MICRO1,361$790,6180.2%
77THROISHARES U S17,874$770,5520.2%
78GOVTISHARES U S33,627$766,0260.2%
79MPWRMONOLITHIC POWER540$746,6750.2%
80BINCISHARES FLEXIBLE14,176$741,9940.2%
81MTUMISHARES MSCI2,061$706,4620.2%
82EFGISHARES MSCI5,671$705,6330.2%
83HDHOME DEPOT1,809$638,0960.2%
84RKLBROCKET LAB5,912$600,9530.1%
85FDVVFIDELITY HIGH9,683$583,7580.1%
86SHWSHERWIN WILLIAMS1,676$576,9340.1%
87IYWISHARES TECHNOLOGY2,142$540,3890.1%
88AXONAXON ENTERPRISE920$515,7570.1%
89ESGUISHARES ESG3,056$500,1950.1%
90IBMINTL BUSINESS1,698$477,5920.1%
91IAGGISHARES CORE8,463$428,2250.1%
92RSGREPUBLIC SERVICES2,004$426,9040.1%
93SPMOINVESCO S&P2,618$422,8410.1%
94IXUSISHARES CORE4,366$416,6520.1%
95FNDFSCHWAB FUNDAMENTAL7,583$400,0740.1%
96IHIISHARES U S8,051$397,8170.1%
97EATON CORP917$390,9200.1%
98SPYMSTATE STREET4,410$387,5510.1%
99JNJJOHNSON & JOHNSON1,514$384,4930.1%
100ISHARES U S11,121$376,2140.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.