Venture Visionary Partners LLC

$3.0B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1792283 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.0B
ALL retained default holdings for this (filer, period), including NULL-value ones: 662
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 68
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 62

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$7.2M	+3,029	$103M	$96.0M	375,095	378,124
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$23.5M	+7,874	$107M	$83.2M	216,975	224,849
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$9.1M	−5,081	$85.3M	$76.2M	270,159	265,078
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	TRIM	−$16.2M	−17,674	$91.4M	$75.2M	148,037	130,363
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$7.6M	−5,872	$81.6M	$74.0M	119,681	113,809
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$5.1M	+7,538	$78.1M	$73.0M	240,725	248,263
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	TRIM	−$390K	−2,736	$71.9M	$71.5M	375,222	372,486
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$10.5M	−5,033	$78.5M	$68.0M	160,721	155,688
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$1.6M	+24,648	$62.8M	$61.2M	269,086	293,734
position key `sid:sec:prov:cd51e70c2eb877752540b7cb773d38b7` · issuer key `cusip6:46436E` IBONDS DEC 2031	ADD	+$3.4M	+212,676	$56.3M	$59.7M	2,640,751	2,853,427
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$2.7M	+9,075	$58.3M	$55.6M	88,083	97,158
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	TRIM	−$11.5M	−36,981	$64.9M	$53.4M	222,980	185,999
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$3.6M	+496	$52.7M	$49.2M	281,483	281,979
position key `sid:sec:prov:4a71b6dfa34cdbeba4ded30a6459d58a` · issuer key `cusip6:46436E` IBONDS DEC 29	ADD	+$2.9M	+142,049	$31.8M	$34.7M	1,351,617	1,493,666
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$1.7M	+933	$32.7M	$34.5M	177,687	178,620
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	ADD	+$1.3M	+2,411	$31.8M	$33.1M	220,806	223,217
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$4.2M	+2,884	$35.9M	$31.7M	102,131	105,015
position key `pos:13135` · issuer key `cusip6:886364` FUNDSTRAT GRANNY	ADD	+$8.8M	+402,870	$22.6M	$31.4M	913,745	1,316,615
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$3.8M	−83	$34.5M	$30.7M	99,111	99,028
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$2.4M	−2,838	$25.0M	$27.4M	223,221	220,383
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$2.5M	−2,078	$28.7M	$26.2M	83,828	81,750
position key `sid:sec:prov:dd26f3315903a7ab529f26650c2ac746` · issuer key `cusip6:46436E` IBONDS DEC 2030	ADD	+$13.0M	+600,041	$12.6M	$25.6M	568,050	1,168,091
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$591K	+3,311	$24.4M	$25.0M	272,680	275,991
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$1.7M	−130	$25.4M	$23.7M	39,761	39,631
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	TRIM	−$93.5K	−2,139	$23.0M	$22.9M	109,139	107,000
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$3.8M	−2,269	$26.3M	$22.5M	80,809	78,540
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	TRIM	+$273K	−1,097	$22.2M	$22.5M	115,872	114,775
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	TRIM	+$1.5M	−7,600	$19.5M	$21.0M	692,188	684,588
position key `sid:sec:prov:18b24b40b9b042d1996f48cc2c275a28` · issuer key `cusip6:46435G` IBONDS DEC2026	ADD	+$699K	+34,450	$20.2M	$20.9M	829,557	864,007
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$2.4M	+20,048	$18.5M	$20.9M	197,415	217,463
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$1.3M	−718	$19.8M	$18.5M	39,278	38,560
position key `sid:sec:prov:2ebeed7ba0c3c8f5495a6059ae850775` · issuer key `cusip6:14020W` SHS CREATION UNI	ADD	−$209K	+8,419	$18.0M	$17.8M	410,945	419,364
position key `pos:14553` · issuer key `cusip6:00214Q` INNOVATION ETF	TRIM	−$4.3M	−25,062	$21.8M	$17.5M	283,857	258,795
position key `pos:11391` · issuer key `iss:1981` INDIA ERNGS FD	TRIM	−$3.5M	−25,142	$20.9M	$17.4M	451,781	426,639
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$3.8M	−478	$21.0M	$17.2M	46,759	46,281
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$946K	−4,086	$16.2M	$17.2M	28,329	24,243
position key `pos:13043` · issuer key `iss:1012` 20 YR TR BD ETF	ADD	+$3.9M	+45,755	$13.0M	$16.9M	148,781	194,536
position key `pos:16193` · issuer key `iss:1909` COM CL A	TRIM	+$4.1M	−10,819	$12.4M	$16.5M	76,560	65,741
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	TRIM	−$1.5M	−950	$17.9M	$16.4M	25,997	25,047
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	TRIM	−$1.7M	−2,381	$17.8M	$16.1M	123,330	120,949
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	−$2.1M	+338	$18.1M	$16.0M	31,653	31,991
position key `sid:sec:prov:888cccadb4686ceec8afad0b1a360d05` · issuer key `cusip6:46138E` S&P 500 MOMNTM	ADD	+$1.8M	+23,777	$14.1M	$15.8M	117,297	141,074
position key `pos:14252` · issuer key `iss:1602` STATE STREET SPD	ADD	+$15.2M	+255,618	$571K	$15.7M	9,854	265,472
position key `pos:11890` · issuer key `iss:1981` WISDOMTREE US VA	ADD	+$1.5M	+13,778	$14.1M	$15.6M	150,451	164,229
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	ADD	+$665K	+1,587	$14.9M	$15.6M	123,503	125,090
position key `pos:10739` · issuer key `iss:130` COM	TRIM	−$1.3M	−98,961	$16.7M	$15.4M	314,010	215,049
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$3.6M	−2,532	$11.9M	$15.4M	93,391	90,859
position key `pos:11177` · issuer key `iss:1956` COM	ADD	+$798K	+2,364	$14.3M	$15.1M	74,144	76,508
position key `pos:17530` · issuer key `iss:1474` COM	TRIM	+$1.2M	−15,695	$13.9M	$15.1M	43,599	27,904
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$2.6M	−7,652	$12.5M	$15.0M	80,390	72,738
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$868K	+64	$14.1M	$14.9M	42,365	42,429
position key `pos:11609` · issuer key `iss:1447` COM	TRIM	+$2.3M	−15,300	$12.5M	$14.8M	96,544	81,244
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$1.5M	−1,632	$13.3M	$14.8M	62,059	60,427
position key `pos:11610` · issuer key `iss:287` COM	ADD	+$1.1M	+2,614	$13.6M	$14.7M	12,706	15,320
position key `sid:sec:prov:89469080d0955738ab6a916bc0a7e3a9` · issuer key `cusip6:46434V` MSCI INTL MOMENT	ADD	+$13.0M	+271,820	$966K	$14.0M	19,335	291,155
position key `sid:sec:prov:4cb6a3f06761d13528088c4eb3d37c8e` · issuer key `cusip6:46435U` IBONDS 27 ETF	TRIM	−$14.5M	−588,674	$28.4M	$13.9M	1,161,524	572,850
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$307K	−401	$13.9M	$13.6M	94,289	93,888
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$314K	−16,828	$13.0M	$13.3M	160,549	143,721
position key `sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32` · issuer key `cusip6:81369Y` STATE STREET COM	ADD	−$750K	+836	$13.9M	$13.1M	117,411	118,247
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$1.9M	+344	$11.1M	$13.1M	26,010	26,354
position key `pos:11267` · issuer key `iss:2257` COM	TRIM	+$405K	−363	$12.5M	$12.9M	39,971	39,608
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$1.8M	−2,961	$14.5M	$12.7M	41,676	38,715
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$7.5M	+6,739	$4.8M	$12.2M	7,291	14,030
position key `pos:11621` · issuer key `iss:1253` COM NEW	ADD	+$478K	+8,118	$11.8M	$12.2M	66,193	74,311
position key `pos:10882` · issuer key `iss:1533` CL A	ADD	+$2.1M	+45,761	$9.7M	$11.8M	41,891	87,652
position key `pos:15580` · issuer key `iss:1538` COM	ADD	−$194K	+9,123	$11.9M	$11.8M	440,794	449,917
position key `pos:16072` · issuer key `iss:1370` COM	ADD	+$6.9M	+55,152	$4.9M	$11.7M	24,650	79,802
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$2.3M	−257	$14.0M	$11.6M	12,923	12,666
position key `sid:sec:prov:3fe659bf87a2644a2d7bd1c1995519a0` · issuer key `cusip6:025072` US SML CP VALU	ADD	+$1.4M	+4,890	$10.2M	$11.6M	100,430	105,320
position key `pos:14712` · issuer key `iss:537` CL A	ADD	−$1.5M	+1,839	$13.0M	$11.6M	27,766	29,605
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	TRIM	−$703K	−275	$12.3M	$11.5M	38,919	38,644
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$1.6M	−371	$13.1M	$11.5M	235,712	235,341
position key `pos:13489` · issuer key `cusip6:46654Q` NASDAQ EQT PREM	ADD	+$489K	+17,451	$10.7M	$11.2M	184,687	202,138
position key `pos:18191` · issuer key `iss:1654` CL A SUB VTG SHS	ADD	−$2.8M	+6,825	$13.8M	$11.0M	85,930	92,755
position key `pos:17533` · issuer key `iss:1509` COM	ADD	+$29.0K	+21,184	$10.8M	$10.9M	63,246	84,430
position key `pos:13899` · issuer key `iss:1563` COM CL A	ADD	−$1.9M	+40,852	$12.3M	$10.4M	108,722	149,574
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	TRIM	+$75.3K	−432	$10.2M	$10.3M	106,632	106,200
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	ADD	−$1.1M	+281	$11.4M	$10.3M	23,863	24,144
position key `pos:17173` · issuer key `iss:1138` COM	ADD	+$2.1M	+190	$8.2M	$10.3M	16,808	16,998
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$738K	−2,625	$11.0M	$10.2M	136,085	133,460
position key `pos:12445` · issuer key `iss:1405` CL A	TRIM	−$3.1M	−4,935	$13.2M	$10.1M	73,990	69,055
position key `pos:12546` · issuer key `iss:1013` US HOME CONS ETF	NEW	+$9.9M	+109,758	$0	$9.9M	—	109,758
position key `pos:16095` · issuer key `iss:151` COM CL A	ADD	−$6.6M	+244	$16.4M	$9.8M	24,379	24,623
position key `pos:16278` · issuer key `iss:390` COM	ADD	+$7.9M	+45,837	$1.9M	$9.8M	7,739	53,576
position key `pos:10455` · issuer key `iss:1091` COM NEW	TRIM	−$860K	−16,305	$10.6M	$9.7M	61,759	45,454
position key `pos:11461` · issuer key `iss:102` COM	ADD	+$1.5M	+3,235	$8.3M	$9.7M	70,831	74,066
position key `sid:sec:prov:dbf02d85aff4f8b89df1605af386cb46` · issuer key `cusip6:46654Q` ACTIVE GROWTH	TRIM	−$8.1M	−76,506	$17.8M	$9.7M	191,169	114,663
position key `pos:15813` · issuer key `iss:449` COM	ADD	−$51.2K	+1,933	$9.7M	$9.7M	59,523	61,456
position key `pos:14060` · issuer key `iss:47` COM	TRIM	−$740K	−787	$10.2M	$9.5M	47,349	46,562
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$992K	−3,575	$10.4M	$9.4M	47,233	43,658
position key `pos:14782` · issuer key `iss:1406` COM	ADD	−$622K	+4,499	$10.0M	$9.4M	53,876	58,375
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$1.2M	+73	$8.0M	$9.2M	9,125	9,198
position key `pos:16809` · issuer key `iss:119` COM	ADD	+$577K	+3,035	$8.2M	$8.8M	16,812	19,847
position key `pos:13350` · issuer key `iss:531` COMMON STOCK	ADD	−$656K	+849	$9.5M	$8.8M	50,694	51,543
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$2.8M	+29,811	$5.8M	$8.7M	143,041	172,852
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	TRIM	−$60.1K	−435	$8.4M	$8.3M	32,263	31,828
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$504K	+1,498	$7.8M	$8.3M	25,318	26,816
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$532K	−802	$7.8M	$8.3M	110,175	109,373
position key `sid:sec:prov:811eb9802849429acb629d1847098b2d` · issuer key `cusip6:14021D` SHS	ADD	+$129K	+13,490	$8.0M	$8.2M	224,211	237,701
position key `pos:16012` · issuer key `iss:1713` COM	ADD	+$688K	+2,375	$7.4M	$8.1M	88,378	90,753

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 82

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$330K	$6.8M	$6.5M	9	9
position key `sid:sec:prov:1eb4d31de5a26295b581897269a9e462` · issuer key `cusip6:98379L` COM	NO CHANGE	−$313K	$2.8M	$2.5M	55,358	55,358
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	NO CHANGE	+$132K	$1.8M	$1.9M	41,386	41,386
position key `pos:10786` · issuer key `iss:1000` DJ INDL AVG DV	NO CHANGE	+$81.2K	$1.8M	$1.9M	31,249	31,249
position key `pos:12969` · issuer key `iss:226` ADR	NO CHANGE	−$62.9K	$1.6M	$1.6M	139,778	139,778
position key `pos:12924` · issuer key `iss:687` COM	NO CHANGE	+$35.0K	$1.5M	$1.5M	50,000	50,000
position key `pos:13249` · issuer key `iss:632` CL A	NO CHANGE	+$98.0K	$1.3M	$1.4M	11,713	11,713
position key `pos:17928` · issuer key `iss:1322` COM	NO CHANGE	+$197K	$1.0M	$1.2M	1,758	1,758
position key `pos:10434` · issuer key `iss:482` COM	NO CHANGE	−$46.5K	$1.1M	$1.1M	12,616	12,616
position key `sid:sec:prov:78ef317d0f28b2ac2523c75259d72e32` · issuer key `cusip6:78468R` STATE STREET SPD	NO CHANGE	+$56.4K	$988K	$1.0M	8,696	8,696
position key `pos:15827` · issuer key `iss:1741` COM	NO CHANGE	−$185K	$1.0M	$817K	12,006	12,006
position key `pos:16525` · issuer key `iss:58` COM	NO CHANGE	+$110K	$623K	$733K	2,523	2,523
position key `pos:16747` · issuer key `iss:1013` U.S. MED DVC ETF	NO CHANGE	−$120K	$847K	$727K	13,625	13,625
position key `sid:sec:prov:6f9dc5decf4c0d4690493bc1e0555f7c` · issuer key `cusip6:921910` MEGA CAP VAL ETF	NO CHANGE	+$18.2K	$678K	$696K	4,800	4,800
position key `pos:17281` · issuer key `iss:809` COM	NO CHANGE	+$12.8K	$650K	$662K	1,929	1,929
position key `pos:15267` · issuer key `iss:1395` COM	NO CHANGE	+$26.3K	$611K	$637K	5,961	5,961
position key `pos:17297` · issuer key `iss:1432` COM	NO CHANGE	−$35.1K	$633K	$598K	4,000	4,000
position key `sid:sec:prov:35d1f2a02d361acac815b90aa73a029f` · issuer key `cusip6:33734K` COM SHS	NO CHANGE	+$15.1K	$543K	$558K	4,574	4,574
position key `pos:17141` · issuer key `iss:993` COM	NO CHANGE	−$55.6K	$594K	$538K	15,078	15,078
position key `pos:16649` · issuer key `iss:1221` COM	NO CHANGE	−$60.6K	$582K	$522K	7,378	7,378
position key `sid:sec:prov:72e2a7e5708adcd3be1e7f0ff54d834b` · issuer key `cusip6:33734X` TECH ALPHADEX	NO CHANGE	−$30.6K	$547K	$516K	3,250	3,250
position key `sid:sec:prov:e49f1e5ed80867a42287e2907bd24473` · issuer key `cusip6:47804J` MLTFCTR LRG CAP	NO CHANGE	−$10.3K	$519K	$509K	6,500	6,500
position key `pos:13047` · issuer key `iss:1012` EXPND TEC SC ETF	NO CHANGE	−$45.7K	$554K	$508K	4,290	4,290
position key `sid:sec:prov:41c9930bc42ce03d34abf1edc0564199` · issuer key `cusip6:02072L` STRIVE 1000 VALU	NO CHANGE	+$24.0K	$480K	$504K	14,334	14,334
position key `pos:12684` · issuer key `iss:650` COM	NO CHANGE	+$58.5K	$444K	$502K	9,277	9,277
position key `pos:16195` · issuer key `iss:1493` COM	NO CHANGE	+$16.9K	$478K	$495K	3,742	3,742
position key `sid:sec:prov:79312aab1172a1f213393b714d841d66` · issuer key `cusip6:46091J` COM SHS BEN INT	NO CHANGE	−$140K	$619K	$479K	7,100	7,100
position key `sid:sec:prov:b9217eec8e76ea94007bc7e984946db3` · issuer key `cusip6:46138G` VAR RATE PFD	NO CHANGE	−$6.9K	$479K	$473K	19,707	19,707
position key `sid:sec:prov:509dedad8eaca601fadd607c86b6e7ca` · issuer key `cusip6:33738D` SENIOR LN FD	NO CHANGE	−$11.0K	$467K	$456K	10,185	10,185
position key `sid:sec:prov:16a6d4b8367f3845cfb5fe2d4a1c404f` · issuer key `cusip6:02072L` STRIVE 1000 DIV	NO CHANGE	−$19.5K	$463K	$443K	12,489	12,489
position key `pos:18249` · issuer key `iss:1949` CL A	NO CHANGE	+$21.4K	$413K	$435K	1,498	1,498
position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B` MSCI USA MIN VOL	NO CHANGE	−$6.6K	$440K	$433K	4,668	4,668
position key `pos:12577` · issuer key `iss:1126` COM	NO CHANGE	+$16.3K	$414K	$430K	1,726	1,726
position key `pos:15579` · issuer key `iss:555` COM	NO CHANGE	+$123K	$295K	$418K	12,435	12,435
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	NO CHANGE	−$18.7K	$413K	$394K	1,106	1,106
position key `pos:12159` · issuer key `iss:1478` COM	NO CHANGE	−$52.8K	$441K	$389K	4,310	4,310
position key `pos:10334` · issuer key `iss:1000` S&P 500 GARP ETF	NO CHANGE	−$22.3K	$407K	$385K	3,575	3,575
position key `sid:sec:prov:905349de83559a70d3d1f63b7f691a4f` · issuer key `cusip6:09174C` SHS BEN INT	NO CHANGE	−$112K	$496K	$384K	10,424	10,424
position key `sid:sec:prov:7fce41ed02e806b3b2d3303363b9062d` · issuer key `cusip6:615111` COM	NO CHANGE	−$47.6K	$402K	$354K	16,176	16,176
position key `sid:sec:prov:b5fb87475a6cc894e2b24e3265f767e6` · issuer key `cusip6:92840R` COM	NO CHANGE	−$7.8K	$361K	$353K	27,990	27,990
position key `pos:11514` · issuer key `iss:1012` U.S. TECH ETF	NO CHANGE	−$35.1K	$384K	$349K	1,924	1,924
position key `pos:17106` · issuer key `iss:557` COM	NO CHANGE	+$21.2K	$323K	$344K	1,754	1,754
position key `sid:sec:prov:3040396390f5aba132789f44fc59c639` · issuer key `cusip6:45378A` COM	NO CHANGE	−$54.9K	$370K	$316K	21,191	21,191
position key `sid:sec:prov:bce024cedb5a73e1c516a1c8a9f328d6` · issuer key `cusip6:92206C` VNG RUS2000IDX	NO CHANGE	+$2.0K	$312K	$314K	3,137	3,137
position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910` MEGA GRWTH IND	NO CHANGE	−$36.5K	$333K	$296K	806	806
position key `sid:sec:prov:769258459006f7ab4bd7009444f04b80` · issuer key `cusip6:33734Y` COM SHS	NO CHANGE	+$15.3K	$279K	$294K	2,465	2,465
position key `pos:13238` · issuer key `iss:1023` COM	NO CHANGE	−$48.0K	$340K	$292K	20,000	20,000
position key `pos:17536` · issuer key `cusip6:33734X` FINLS ALPHADEX	NO CHANGE	−$21.6K	$314K	$292K	5,200	5,200
position key `pos:15343` · issuer key `iss:532` COM	NO CHANGE	−$77.0K	$368K	$291K	7,159	7,159
position key `pos:15065` · issuer key `iss:1764` COM	NO CHANGE	+$35.1K	$254K	$289K	4,624	4,624
position key `pos:14030` · issuer key `iss:1816` COM	NO CHANGE	−$5.6K	$294K	$289K	4,175	4,175
position key `pos:11357` · issuer key `iss:969` COM	NO CHANGE	+$6.0K	$276K	$282K	2,502	2,502
position key `pos:12346` · issuer key `iss:718` COM	NO CHANGE	−$127K	$406K	$279K	27,445	27,445
position key `pos:14489` · issuer key `iss:234` COM	NO CHANGE	−$17.6K	$297K	$279K	4,026	4,026
position key `pos:11857` · issuer key `iss:678` COM	NO CHANGE	+$8.1K	$269K	$277K	4,437	4,437
position key `pos:17806` · issuer key `iss:1012` S&P SML 600 GWT	NO CHANGE	+$6.8K	$270K	$277K	1,911	1,911
position key `pos:17464` · issuer key `cusip6:74933W` F/M US TREASURY	NO CHANGE	−$108	$269K	$269K	5,402	5,402
position key `sid:sec:prov:12e2ba474bbd59036f1cc74b662c5c01` · issuer key `cusip6:381430` JUST US LRG CP	NO CHANGE	−$12.2K	$281K	$269K	2,908	2,908
position key `pos:18187` · issuer key `iss:1040` COM NEW	NO CHANGE	+$45.0K	$213K	$258K	175	175
position key `sid:sec:prov:eda601b32b2b89efe849a44ddfb61dc4` · issuer key `cusip6:33737M` MID CP GR ALPH	NO CHANGE	−$2.0K	$255K	$253K	2,800	2,800
position key `pos:11488` · issuer key `iss:1012` US INDUSTRIALS	NO CHANGE	−$1.1K	$252K	$251K	1,700	1,700
position key `pos:17594` · issuer key `iss:1808` COM NEW	NO CHANGE	−$2.4K	$249K	$247K	2,647	2,647
position key `pos:14064` · issuer key `iss:2295` COM	NO CHANGE	−$24.7K	$266K	$241K	1,224	1,224
position key `pos:18104` · issuer key `iss:233` COM	NO CHANGE	+$5.2K	$234K	$240K	2,019	2,019
position key `pos:14927` · issuer key `iss:854` COM SHS	NO CHANGE	+$472	$222K	$223K	4,720	4,720
position key `pos:15842` · issuer key `iss:1991` COM	NO CHANGE	+$15.3K	$203K	$219K	2,693	2,693
position key `sid:sec:prov:89f5df7b04a3151e7702da6ca3c63352` · issuer key `cusip6:46138J` BULSHS 2026 MUNI	NO CHANGE	−$178	$210K	$210K	8,900	8,900
position key `sid:sec:prov:48c22817d0282f6adb49db4d70f4dfa8` · issuer key `cusip6:27829F` COM	NO CHANGE	−$16.8K	$184K	$167K	19,300	19,300
position key `sid:sec:prov:22f30038b7e9569f50e9ad34c0e3070a` · issuer key `cusip6:19247L` COM	NO CHANGE	+$7.9K	$144K	$152K	12,592	12,592
position key `sid:sec:prov:4cd8f90d7e359682ca18c3fa6c9d847d` · issuer key `cusip6:30290Y` COMMON STOCK	NO CHANGE	−$22.5K	$118K	$95.7K	18,771	18,771
position key `pos:11237` · issuer key `iss:1601` GOLD SHS PUT	NO CHANGE	+$6.8K	$79.3K	$86.1K	200	200
position key `pos:15938` · issuer key `cusip6:92189F` SEMICONDUCTR ETF PUT	NO CHANGE	+$4.7K	$72.0K	$76.7K	200	200
position key `pos:11023` · issuer key `iss:290` COM	NO CHANGE	−$9.8K	$78.1K	$68.4K	12,663	12,663
position key `pos:11570` · issuer key `iss:1599` TR UNIT CALL	NO CHANGE	−$3.2K	$68.2K	$65.0K	100	100
position key `pos:11570` · issuer key `iss:1599` TR UNIT PUT	NO CHANGE	−$3.2K	$68.2K	$65.0K	100	100
position key `pos:15642` · issuer key `iss:1334` COM PUT	NO CHANGE	−$3.6K	$56.0K	$52.3K	300	300
position key `pos:12802` · issuer key `iss:1402` COM	NO CHANGE	−$16.7K	$56.7K	$40.0K	30,300	30,300
position key `pos:16095` · issuer key `iss:151` COM CL A PUT	NO CHANGE	−$27.6K	$67.4K	$39.8K	100	100
position key `pos:15499` · issuer key `iss:23` COM PUT	NO CHANGE	−$1.1K	$22.8K	$21.7K	100	100
position key `pos:16467` · issuer key `iss:480` COM CL A CALL	NO CHANGE	−$5.2K	$22.6K	$17.5K	100	100
position key `pos:10882` · issuer key `iss:1533` CL A PUT	NO CHANGE	−$9.5K	$23.0K	$13.5K	100	100
position key `sid:sec:prov:88a2636dbb116bf0b226556df3777541` · issuer key `cusip6:G88912` COMMON SHARES	NO CHANGE	−$3.2K	$14.9K	$11.7K	10,000	10,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 485 issuers · $3.0B disclosed value over 662 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD INDEX FDS

11 positions · 11 reported rows

Rows Venture Visionary Partners LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$68.0M	155,688
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$53.4M	185,999
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$26.2M	81,750
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$23.7M	39,631
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$22.5M	114,775
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$11.5M	38,644
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$8.3M	31,828
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$1.9M	7,242
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$619K	3,009
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$402K	4,529
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$312K	1,693

ticker not yet mapped

$217M

664,788

7.2%

—

ISHARES TR

31 positions · 31 reported rows

Rows Venture Visionary Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$22.9M	107,000
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$16.9M	194,536
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$16.4M	25,047
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$15.6M	125,090
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$10.3M	106,200
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$10.3M	24,144
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$6.5M	26,397
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$6.2M	32,939
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$5.9M	87,952
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$5.3M	94,062
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$4.5M	56,836
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$2.2M	22,958
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$1.7M	15,450
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$1.6M	10,367
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$1.6M	15,729
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$1.5M	11,692
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$1.1M	5,413
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$1.1M	6,871
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$921K	9,152
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$873K	6,584
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$806K	2,568
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$620K	5,690
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$542K	1,705
ISHARES TR · EXPND TEC SC ETF CUSIP — src ↗	$508K	4,290
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$394K	1,106
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$349K	1,924
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$290K	2,449
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$277K	1,911
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$273K	2,478
ISHARES TR · US INDUSTRIALS CUSIP — src ↗	$251K	1,700
ISHARES TR · RUSSELL 2000 ETF · PUT CUSIP — src ↗	$124K	500

ticker not yet mapped

$138M

1,010,740

4.6%

—

ISHARES TR

5 positions · 5 reported rows

Rows Venture Visionary Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS DEC 2031 CUSIP 46436E486 src ↗	$59.7M	2,853,427
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 src ↗	$34.7M	1,493,666
ISHARES TR · IBONDS DEC 2030 CUSIP 46436E726 src ↗	$25.6M	1,168,091
ISHARES TR · IBONDS DEC 2032 CUSIP 46436E312 src ↗	$1.2M	47,377
ISHARES TR · IBONDS DEC 2033 CUSIP 46436E130 src ↗	$366K	14,145

ticker not yet mapped

$122M

5,576,706

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$76.2M	265,078
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$22.5M	78,540
ALPHABET INC · CAP STK CL A · PUT CUSIP — src ↗	$86.3K	300

$98.8M

343,918

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$96.0M	378,124
APPLE INC · COM · PUT CUSIP — src ↗	$50.8K	200

$96.0M

378,324

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$83.2M	224,849
MICROSOFT CORP · COM · CALL CUSIP — src ↗	$37.0K	100
MICROSOFT CORP · COM · PUT CUSIP — src ↗	$37.0K	100

$83.3M

225,049

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for INVESCO QQQ TR, as it reported them
INVESCO QQQ TR · UNIT SER 1 CUSIP — src ↗	$75.2M	130,363
INVESCO QQQ TR · UNIT SER 1 · PUT CUSIP — src ↗	$57.7K	100

$75.3M

130,463

2.5%

—

INVESCO EXCHANGE TRADED FD T

6 positions · 6 reported rows

Rows Venture Visionary Partners LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$71.5M	372,486
INVESCO EXCHANGE TRADED FD T · DJ INDL AVG DV CUSIP — src ↗	$1.9M	31,249
INVESCO EXCHANGE TRADED FD T · S&P 500 GARP ETF CUSIP — src ↗	$385K	3,575
INVESCO EXCHANGE TRADED FD T · S&P500 EQL TEC CUSIP — src ↗	$384K	8,489
INVESCO EXCHANGE TRADED FD T · WATER RES ETF CUSIP — src ↗	$370K	5,528
INVESCO EXCHANGE TRADED FD T · AEROSPACE DEFN CUSIP — src ↗	$240K	1,448

ticker not yet mapped

$74.7M

422,775

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for STATE STR SPDR S&P 500 ETF T, as it reported them
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$74.0M	113,809
STATE STR SPDR S&P 500 ETF T · TR UNIT · CALL CUSIP — src ↗	$65.0K	100
STATE STR SPDR S&P 500 ETF T · TR UNIT · PUT CUSIP — src ↗	$65.0K	100

$74.1M

114,009

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$73.0M

248,263

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for AMAZON COM INC, as it reported them
AMAZON COM INC · COM CUSIP — src ↗	$61.2M	293,734
AMAZON COM INC · COM · CALL CUSIP — src ↗	$1.2M	6,000
AMAZON COM INC · COM · PUT CUSIP — src ↗	$62.5K	300

$62.5M

300,034

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · CL A CUSIP — src ↗	$55.6M	97,158
META PLATFORMS INC · CL A · PUT CUSIP — src ↗	$114K	200

$55.7M

97,358

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$49.2M	281,979
NVIDIA CORPORATION · COM · PUT CUSIP — src ↗	$52.3K	300

$49.2M

282,279

1.6%

—

SPDR SERIES TRUST

9 positions · 9 reported rows

Rows Venture Visionary Partners LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$15.7M	265,472
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$10.2M	133,460
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$8.1M	82,812
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$7.6M	117,350
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$649K	8,059
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$508K	4,707
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$288K	5,091
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$245K	1,679
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$230K	706

ticker not yet mapped

$43.6M

619,336

1.5%

—

SELECT SECTOR SPDR TR

8 positions · 8 reported rows

Rows Venture Visionary Partners LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$16.1M	120,949
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$13.1M	118,247
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$7.6M	154,501
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$1.9M	41,386
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$892K	6,086
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$803K	4,963
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$741K	12,093
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$549K	5,041

ticker not yet mapped

$41.7M

463,266

1.4%

—

VANGUARD WHITEHALL FDS

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$33.1M	223,217
VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP — src ↗	$6.4M	67,452

ticker not yet mapped

$39.4M

290,669

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$34.5M

178,620

1.1%

—

WISDOMTREE TR

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · INDIA ERNGS FD CUSIP — src ↗	$17.4M	426,639
WISDOMTREE TR · WISDOMTREE US VA CUSIP — src ↗	$15.6M	164,229

ticker not yet mapped

$33.0M

590,868

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$31.7M

105,015

1.1%

—

TIDAL TRUST I · FUNDSTRAT GRANNY CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$31.4M

1,316,615

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$30.7M	99,028
BROADCOM INC · COM · PUT CUSIP — src ↗	$124K	400

$30.8M

99,428

1.0%

—

SCHWAB STRATEGIC TR

7 positions · 7 reported rows

Rows Venture Visionary Partners LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$21.0M	684,588
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$4.5M	179,491
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$2.1M	72,451
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$2.0M	64,846
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$821K	32,014
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$208K	6,313
SCHWAB STRATEGIC TR · US DIVIDEND EQ · PUT CUSIP — src ↗	$30.7K	1,000

ticker not yet mapped

$30.7M

1,040,703

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$27.4M

220,383

0.9%

—

ISHARES TR

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$25.0M	275,991
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$343K	3,955

ticker not yet mapped

$25.3M

279,946

0.8%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$18.5M	38,560
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$6.5M	9

$24.9M

38,569

0.8%

—

J P MORGAN EXCHANGE TRADED F

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP — src ↗	$11.2M	202,138
J P MORGAN EXCHANGE TRADED F · ACTIVE GROWTH CUSIP 46654Q609 src ↗	$9.7M	114,663
J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM · CALL CUSIP — src ↗	$55.5K	1,000

ticker not yet mapped

$21.0M

317,801

0.7%

—

ISHARES TR · IBONDS DEC2026 CUSIP 46435GAA0
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$20.9M

864,007

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$20.9M

217,463

0.7%

—

INVESCO EXCH TRADED FD TR II

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM CUSIP 46138E339 src ↗	$15.8M	141,074
INVESCO EXCH TRADED FD TR II · S&P500 HDL VOL CUSIP 46138E362 src ↗	$4.4M	89,033
INVESCO EXCH TRADED FD TR II · S&P500 LOW VOL CUSIP 46138E354 src ↗	$504K	6,886

ticker not yet mapped

$20.7M

236,993

0.7%

—

CAPITAL GROUP DIVIDEND VALUE · SHS CREATION UNI CUSIP 14020W106
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$17.8M

419,364

0.6%

—

ARK ETF TR · INNOVATION ETF CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$17.5M

258,795

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for TESLA INC, as it reported them
TESLA INC · COM CUSIP — src ↗	$17.2M	46,281
TESLA INC · COM · CALL CUSIP — src ↗	$112K	300
TESLA INC · COM · PUT CUSIP — src ↗	$112K	300

$17.4M

46,881

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$17.2M

24,243

0.6%

—

ISHARES TR

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS 27 ETF CUSIP 46435UAA9 src ↗	$13.9M	572,850
ISHARES TR · IBDS DEC28 ETF CUSIP 46435U515 src ↗	$2.9M	114,680
ISHARES TR · BROAD USD HIGH CUSIP 46435U853 src ↗	$384K	10,421

ticker not yet mapped

$17.2M

697,951

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTIV HOLDINGS CO · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.5M

65,741

0.5%

—

ISHARES TR

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI INTL MOMENT CUSIP 46434V449 src ↗	$14.0M	291,155
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$1.6M	23,057
ISHARES TR · MSCI INTL QUALTY CUSIP 46434V456 src ↗	$513K	11,089

ticker not yet mapped

$16.1M

325,301

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.0M

31,991

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANDERSONS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$15.4M

215,049

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$15.4M

90,859

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$15.1M

76,508

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

POWELL INDS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$15.1M

27,904

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$15.0M

72,738

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$14.9M

42,429

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILLIPS 66 · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$14.8M

81,244

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$14.8M

60,427

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$14.7M

15,320

0.5%

—

ISHARES TR

7 positions · 7 reported rows

Rows Venture Visionary Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · US HOME CONS ETF CUSIP — src ↗	$9.9M	109,758
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$1.2M	22,485
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$1.0M	12,622
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$828K	8,815
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$727K	13,625
ISHARES TR · MRGSTR MD CP ETF CUSIP — src ↗	$217K	2,599
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$202K	6,659

ticker not yet mapped

$14.1M

176,563

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$13.6M

93,888

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$13.3M

143,721

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$13.1M

26,354

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.9M

39,608

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.7M

38,715

0.4%

—

VANGUARD INTL EQUITY INDEX F

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$5.8M	41,829
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$4.9M	91,451
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$1.8M	23,930

ticker not yet mapped

$12.5M

157,210

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.2M

14,030

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.2M

74,311

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REDDIT INC

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for REDDIT INC, as it reported them
REDDIT INC · CL A CUSIP — src ↗	$11.8M	87,652
REDDIT INC · CL A · PUT CUSIP — src ↗	$13.5K	100

$11.8M

87,752

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REGIONS FINANCIAL CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$11.8M

449,917

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$11.7M

79,802

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$11.6M

12,666

0.4%

—

AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$11.6M

105,320

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWDSTRIKE HLDGS INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$11.6M

29,605

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$11.5M

235,341

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHOPIFY INC

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for SHOPIFY INC, as it reported them
SHOPIFY INC · CL A SUB VTG SHS CUSIP — src ↗	$11.0M	92,755
SHOPIFY INC · CL A SUB VTG SHS · CALL CUSIP — src ↗	$11.9K	100

$11.0M

92,855

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.9M

84,430

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROBINHOOD MKTS INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.4M

149,574

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.3M

16,998

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for PALANTIR TECHNOLOGIES INC, as it reported them
PALANTIR TECHNOLOGIES INC · CL A CUSIP — src ↗	$10.1M	69,055
PALANTIR TECHNOLOGIES INC · CL A · PUT CUSIP — src ↗	$14.6K	100

$10.1M

69,155

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLOVIN CORP

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for APPLOVIN CORP, as it reported them
APPLOVIN CORP · COM CL A CUSIP — src ↗	$9.8M	24,623
APPLOVIN CORP · COM CL A · PUT CUSIP — src ↗	$39.8K	100

$9.8M

24,723

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.8M

53,576

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.7M

45,454

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN ELEC PWR CO INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.7M

74,066

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINCINNATI FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.7M

61,456

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for ADVANCED MICRO DEVICES INC, as it reported them
ADVANCED MICRO DEVICES INC · COM CUSIP — src ↗	$9.5M	46,562
ADVANCED MICRO DEVICES INC · COM · PUT CUSIP — src ↗	$102K	500
ADVANCED MICRO DEVICES INC · COM · CALL CUSIP — src ↗	$20.3K	100

$9.6M

47,162

0.3%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$9.4M

43,658

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for COSTCO WHOLESALE CORPORATION, as it reported them
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$9.2M	9,198
COSTCO WHOLESALE CORPORATION · COM · CALL CUSIP — src ↗	$99.6K	100
COSTCO WHOLESALE CORPORATION · COM · PUT CUSIP — src ↗	$99.6K	100

$9.4M

9,398

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.4M

58,375

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERIPRISE FINL INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.8M

19,847

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CRANE COMPANY · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.8M

51,543

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.7M

172,852

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.3M

26,816

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.3M

109,373

0.3%

—

CAPITAL GROUP CORE BALANCED · SHS CUSIP 14021D107
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$8.2M

237,701

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.1M

90,753

0.3%

—

SPDR SERIES TRUST

5 positions · 5 reported rows

Rows Venture Visionary Partners LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R788 src ↗	$5.4M	119,055
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R770 src ↗	$1.0M	8,696
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R556 src ↗	$1.0M	5,672
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$370K	7,657
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R531 src ↗	$228K	3,621

ticker not yet mapped

$8.1M

144,701

0.3%

—

TCW ETF TRUST · TRANSFORM SYSTEM CUSIP 29287L205
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$8.0M

82,154

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIRST SOLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.6M

38,496

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for ABBVIE INC, as it reported them
ABBVIE INC · COM CUSIP — src ↗	$7.5M	34,685
ABBVIE INC · COM · CALL CUSIP — src ↗	$21.7K	100
ABBVIE INC · COM · PUT CUSIP — src ↗	$21.7K	100

$7.6M

34,885

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.5M

113,455

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.4M

30,284

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.2M

30,675

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for AMERICAN EXPRESS CO, as it reported them
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$7.2M	23,701
AMERICAN EXPRESS CO · COM · PUT CUSIP — src ↗	$30.2K	100

$7.2M

23,801

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.1M

91,718

0.2%

—

DIMENSIONAL ETF TRUST

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$6.3M	163,386
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$401K	8,270
DIMENSIONAL ETF TRUST · US TARGETED VLU CUSIP 25434V609 src ↗	$343K	5,498

ticker not yet mapped

$7.1M

177,154

0.2%

—

PETROLEO BRASILEIRO S A · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$6.8M

326,949

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC

2 positions · 2 reported rows

Rows Venture Visionary Partners LLC reported for SALESFORCE INC, as it reported them
SALESFORCE INC · COM CUSIP — src ↗	$6.3M	33,544
SALESFORCE INC · COM · PUT CUSIP — src ↗	$56.0K	300

$6.3M

33,844

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.2M

64,042

0.2%

—

GLOBAL X FDS

3 positions · 3 reported rows

Rows Venture Visionary Partners LLC reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · RUSSELL 2000 CUSIP 37954Y459 src ↗	$5.0M	331,436
GLOBAL X FDS · S&P 500 CATHOLIC CUSIP 37954Y889 src ↗	$683K	8,734
GLOBAL X FDS · GLBL X MLP ETF CUSIP 37954Y343 src ↗	$466K	8,645

ticker not yet mapped

$6.1M

348,815

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.1M

52,724

0.2%

—

CAPITAL GRP FIXED INCM ETF T

4 positions · 4 reported rows

Rows Venture Visionary Partners LLC reported for CAPITAL GRP FIXED INCM ETF T, as it reported them
CAPITAL GRP FIXED INCM ETF T · CORE BOND ETF CUSIP 14020Y508 src ↗	$2.2M	84,425
CAPITAL GRP FIXED INCM ETF T · US MULTI-SECTOR CUSIP 14020Y300 src ↗	$2.0M	75,211
CAPITAL GRP FIXED INCM ETF T · CORE PLUS INCM CUSIP 14020Y102 src ↗	$1.2M	55,277
CAPITAL GRP FIXED INCM ETF T · MUNICIPAL HIGH I CUSIP 14020Y805 src ↗	$539K	21,295

ticker not yet mapped

$6.0M

236,208

0.2%

—

CAPITAL GROUP GLOBAL EQUITY · SHS CUSIP 14020R107
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$6.0M

196,146

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 41.4%below median 80.0%
Concentration index: 100 bpsbelow median 446 bps
Positions with value: 662 / 662median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 41.4% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 100 · QoQ moves: 724

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Venture Visionary Partners LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).