Vision Financial Markets LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 387 individual positions held by the firm.
The firm is headquartered at 1010 Washington Blvd Suite 300 in Stamford, Connecticut, and is led by Chief Compliance Officer John Karafa. The report was filed on October 22, 2026.
The filing details a diverse portfolio of common stock. Notable positions include significant holdings in Amazon.com Inc., with 4,613,001 shares, and Apple Inc., with 9,542,328 shares. Other major holdings include Microsoft Corporation with 1,675,157 shares, Johnson & Johnson with 1,215,095 shares, and Meta Platforms Inc. with 314,728 shares.
The portfolio also includes substantial stakes in Mastercard Incorporated, with 248,719 shares, and Eli Lilly & Co., with 485,974 shares. Additionally, the firm holds shares in Berkshire Hathaway Inc. Class B, Costco Wholesale Corporation, and Visa Inc.
The filing lists the voting rights for all positions as Sole, indicating that Vision Financial Markets exercises sole voting power over the shares.
