Venture Visionary Partners LLC has filed its Form 13F-HR, disclosing the firm's equity securities portfolio as of the close of business on September 30, 2026. The filing reports the firm holds positions in 737 distinct companies.
The portfolio includes a mix of large-cap technology, healthcare, and consumer staples companies, as well as various exchange-traded funds. Notable positions include Apple Inc., with 147,900,801 shares; Microsoft Corporation, with 167,116,501 shares; and Berkshire Hathaway Inc., with 21,189,260 shares of Class B stock.
The filing also lists significant holdings in Alphabet Inc. Class A and Class C shares, totaling approximately 329,510,000 shares. Other major holdings include Visa Inc., Amazon.com Inc., Eli Lilly and Company, and UnitedHealth Group Inc.
The report indicates that Robert W. Retzloff, the Chief Compliance Officer, signed the filing on October 7, 2026.
