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VISION FINANCIAL MARKETS LLC

VISION FINANCIAL MARKETS LLC is an Investment Adviser institutional filer with the SEC under CIK 1378145, reporting 387 portfolio positions, with 8 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-22

Top 10 portfolio positions

The largest reported holdings in VISION FINANCIAL MARKETS LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (TLT)
  2. INVESCO QQQ TR (QQQ)
  3. STATE STR SPDR S&P 500 ETF T (SPY)
  4. APPLE INC (AAPL)
  5. JPMORGAN CHASE & CO (JPM)
  6. AUTOZONE INC (AZO)
  7. RBB FD INC (TBIL)
  8. AMAZON COM INC (AMZN)
  9. WILLIAMS SONOMA INC (WSM)
  10. BERKSHIRE HATHAWAY INC DEL (BRK.B)
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