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Vision Capital Management, Inc. - Portfolio Stock Holdings

Vision Capital Management, Inc. disclosed 158 stock positions in a recent SEC 13F filing. $875,664,885 of stock holdings were filed, with the largest holdings including IVV, VEA, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,228,670,085 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

158

Est. Stock Holding Value:

$875,664,885

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Vision Capital Management, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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