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Vision Financial Markets - Q1 2026 13F Filings

VI

Vision Financial Markets LLC

CIK: 0001378145
Address: Connecticut Stamford 1010 Washington Blvd Suite 300
$102.47 M
Portfolio Value
425
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/22/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+5.11%
$102.45 M 99.98%
Options
$0 0.00%
Debt
$0 0.00%
Other
-96.93%
$15,512 0.02%

Sector Allocation (Stocks)

Vision Financial Markets Q1 2026 Filing Summary

Vision Financial Markets LLC filed its 13F report for Q1 2026 on April 24, 2026. The portfolio totaled 102.47 M reflecting a +4.58% change from the prior quarter, spanning 425 assets. The top 10 holdings comprised 56.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 32 new positions and 14 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Vision Financial Markets’s Q1 2026 Filing

Vision Financial Markets submitted their Form 13F-HR for the Q1 2026 period on 04/24/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Vision Financial Markets reported a managed portfolio value of 102.47 M, consisting of 425 individual positions.

This page displays the raw filing documents. To see which stocks Vision Financial Markets bought or sold during Q1 2026, please visit Vision Financial Markets's Portfolio Analysis page.