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Visionary Wealth Advisors, LLC
Brett Gilliland · Investment Advisor · Multi-Strategy
Visionary Wealth Advisors, LLC is an independent wealth management firm headquartered in Edwardsville, Illinois, with a significant presence in the St. Louis metropolitan area. Established in March 2014 by co-founders Brett Gilliland and Timothy Hammett, the firm was built on a foundation of independent, fiduciary-centered advice and holistic financial planning. Visionary Wealth Advisors specializes in providing personalized investment management, retirement planning, and comprehensive consulting services to individuals, families, and business owners. The firm employs a goal-based approach to wealth management, utilizing model portfolios and asset allocation strategies to help clients achieve their specific long-term financial objectives. Operating with a client-first philosophy, the institution focuses on delivering objective guidance and world-class service while maintaining a strong commitment to community involvement and philanthropic efforts.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.7% |
| YTD return | +16.9% |
| Sharpe ratio | 3.93 |
| Win rate | 65% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://visionarywealthadvisors.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 21.3% | +27.6% |
| PWR | Quanta Services Inc | 10.7% | +21.5% |
| MSFT | Microsoft Corporation | 9.6% | +4.4% |
| CSCO | Cisco Systems Inc | 6.2% | +26.3% |
| JNJ | Johnson & Johnson | 4.2% | +29.6% |
| NVDA | NVIDIA Corporation | 4.2% | +14.5% |
| AMZN | Amazon.com Inc | 4.0% | +10.7% |
| AVGO | Broadcom Inc | 3.6% | +1.8% |
| HD | The Home Depot Inc | 3.4% | -17.0% |
| WMT | Walmart Inc. Common Stock | 3.3% | +0.5% |
| JPM | JPMorgan Chase & Co | 3.3% | +12.0% |
| PG | Procter & Gamble Company | 3.3% | -2.4% |
| XOM | Exxon Mobil Corp | 3.1% | +32.4% |
| GOOGL | Alphabet Inc Class A | 3.1% | +25.2% |
| EMR | Emerson Electric Company | 3.0% | +10.5% |
| ORLY | O’Reilly Automotive Inc | 2.9% | -14.8% |
| PSX | Phillips 66 | 2.9% | +30.9% |
| CVX | Chevron Corp | 2.8% | +26.3% |
| ABBV | AbbVie Inc | 2.6% | -0.6% |
| BRK-A | Berkshire Hathaway Inc | 2.6% | +5.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | JPM | 3.3% → 3.3% |
| Sep 14, 2026 | SELL | BRK-A | 2.6% → 2.6% |
| Sep 14, 2026 | BUY | ORLY | 2.9% → 2.9% |
| Sep 14, 2026 | SELL | ABBV | 2.6% → 2.6% |
| Sep 14, 2026 | BUY | NVDA | 4.2% → 4.2% |
Investment Style Analysis
Visionary Wealth Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Engineering & Construction sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Visionary Wealth Advisors, LLC made a significant move by increasing exposure to JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Visionary Wealth Advisors employs a goal-based investment philosophy rooted in Modern Portfolio Theory and a disciplined asset allocation framework. The firm integrates fundamental, technical, and cyclical analysis to construct and manage model portfolios tailored to varying risk tolerances and time horizons. Their strategy focuses on maintaining global diversification across multiple asset classes, including equities, fixed income, and alternative investments, to capture long-term growth while mitigating volatility. As a fiduciary, the institution prioritizes objective research and evidence-based decision-making, often collaborating with institutional investment consultants to refine their strategy. By centering investment decisions on the specific life objectives of their clients, Visionary Wealth Advisors seeks to create sustainable wealth and financial peace of mind.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Visionary Wealth Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Visionary Wealth Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Visionary Wealth Advisors, LLC's largest holding?
As of the latest filing, Visionary Wealth Advisors, LLC's top position is Apple Inc (AAPL), representing 21.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Visionary Wealth Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +19.7% with a win rate of 65%. Notably, the portfolio maintains a Sharpe Ratio of 3.93, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Visionary Wealth Advisors, LLC primarily invest in?
Visionary Wealth Advisors, LLC has a strong preference for the Consumer Electronics sector, which makes up 21.3% of their disclosed assets. The portfolio also has exposure to Engineering & Construction, indicating a specific thematic focus.
Is Visionary Wealth Advisors, LLC's portfolio concentrated or diversified?
Visionary Wealth Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Visionary Wealth Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Visionary Wealth Advisors, LLC tracks a Year-to-Date (YTD) return of +16.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Brett Gilliland manage Visionary Wealth Advisors, LLC directly?
Yes, Brett Gilliland serves as the key portfolio manager for Visionary Wealth Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.