You're signed outSign in or to get full access.
Venture Visionary Partners LLC
Venture Visionary Partners LLC is an SEC-registered independent investment adviser headquartered in Sylvania, Ohio. Founded in 2019, the firm provides comprehensive wealth management services to affluent families and individuals, with a focus on personalized financial planning and investment management. The firm had 37-38 employees as of mid-2024, and it has been recognized among Forbes' Top RIA Firms.
Investment Strategy
Venture Visionary Partners delivers customized investment management and wealth planning, with a strong emphasis on aligning portfolios with each client's long-term goals and risk tolerance. The firm's strategy includes broad diversification across sectors and asset classes, active monitoring and rebalancing, and a personalized approach to client service. Accounts are primarily managed for individuals (including high net worth clients), but they also advise charitable organizations and some business entities. The firm maintains a long-term perspective, focusing on best-in-class practices in portfolio construction, discipline, and guiding clients through varied market environments.
Latest 13F Filing Activity
Venture Visionary Partners LLC filed their most recent 13F report on Sep 30, 2025 disclosing 584 equity positions and 51 options positions with a total 13F market value of $3B. The fund increased holdings in Apple Inc., Alphabet Inc., Capital Group Dividend Value among other positions. Venture Visionary Partners LLC reduced exposure to Schwab Strategic TR, Ishares TR, Vanguard Specialized Funds among others.
Top Holdings
Equity Positions (584)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.81% | $110.8M | 214,014 | $250.51 | $517.95 | +$8.0M |
A AAPL | APPLE INC | 3.21% | $93.6M | 367,706 | $123.85 | $254.63 | +$22.0M |
Q QQQ | INVESCO QQQ TR | 3.09% | $90.0M | 149,892 | $406.95 | $600.37 | +$9.6M |
S SPY | SPDR S&P 500 ETF TR | 2.79% | $81.2M | 121,945 | $369.93 | $666.18 | +$8.7M |
V VUG | VANGUARD INDEX FDS | 2.69% | $78.4M | 163,544 | $243.23 | $479.61 | +$2.4M |
Options Positions (51)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M MSOS | ADVISORSHARES TR | Bought | Call | $1.2M | 2,557 | $4.79 | $3.95 | +1,357 | +$935.6K |
A AAPL | APPLE INC | — | Call | $891.2K | 35 | $254.63 | $205.17 | 0 | +$173.1K |
O OI | O-I GLASS INC | — | Call | $778.2K | 600 | $12.97 | $10.85 | 0 | -$106.2K |
G GT | GOODYEAR TIRE & RUBR CO | Bought | Call | $748.0K | 1,000 | $7.48 | $9.02 | +100 | -$185.3K |
T TSLA | TESLA INC | Bought | Call | $533.7K | 12 | $444.72 | $412.96 | +9 | +$438.4K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more