VISIONARY HORIZONS, LLC
RIA/Wealth
VISIONARY HORIZONS, LLC is a RIA/Wealth based in Lake Forest, IL led by Roger Edward Kiger, reporting $291.4M in AUM as of Q3 2025 with 78% ETF concentration, 59% concentrated in top 10 holdings, and 18% allocation to SCHG.
Managing PartnerRoger Edward Kiger
- Portfolio Value
- $178.9M
- Positions
- 111
- Top Holding
- SCHG at 17.98%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in VISIONARY HORIZONS, LLC's portfolio (59% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $32.2M | 17.98% | +$1.6M Bought | — 1.0M shares | |
ETF ETF | $24.5M | 13.69% | +$206.3K Bought | — 442.8K shares | |
ETF ETF | $8.7M | 4.87% | +$4.0M Bought | — 244.8K shares | |
ETF ETF | $7.4M | 4.14% | +$327.9K Bought | — 74.5K shares | |
ETF ETF | $7.3M | 4.08% | +$91.2K Bought | — 169.7K shares | |
ETF ETF | $6.1M | 3.43% | +$71.0K Bought | — 56.5K shares | |
ETF ETF | $6.1M | 3.43% | +$457.7K Bought | — 81.7K shares | |
ETF ETF | $5.3M | 2.97% | -$51.0K Sold | — 8.9K shares | |
ETF ETF | $4.0M | 2.22% | +$93.3K Bought | — 25.7K shares | |
ETF ETF | $3.9M | 2.16% | -$130.0K Sold | — 114.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in VISIONARY HORIZONS, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for VISIONARY HORIZONS, LLC
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