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Manager record

Vision Retirement, LLC

Ridgewood, NJ · CIK 2069023 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$413.62MReported 13F valueQ2 2026 · as filed
621Holdings listed
+17.7%vs prior quartervalue change includes market moves
3Quarters on record
Jul 21Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $373.1M$373.1MQ4 2025602 holdingsQ1 2026: $351.6M$351.6MQ1 2026649 holdingsQ2 2026: $413.6M$413.6MQ2 2026621 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 21 2026 13F-HR · period Q2 2026

$413.62M · 621 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q4 2025

$373.08M · 602 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$351.56M · 649 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 21, 2026 · Change methodology