Venture Visionary Partners LLC

CIK 0001792283 · Q1 2026

13F Equity AUM

$3.0B

-2.1% QoQ

Positions

603

-4 QoQ

AUM Rank

#1,394

Top 11%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #2,548 · Top 31%

vs S&P -2.9%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 13.5%Top 10: 24.6%Top 20: 37.4%

AAPL3.2%

MSFT2.8%

GOOGL2.5%

NDQ2.5%

SPY2.5%

JPM2.4%

RSP2.4%

VUG2.3%

AMZN2.1%

IBDW2.0%

Others (593)75.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services53.7%

Technology14.3%

Communication Services7.0%

Industrials5.7%

Consumer Cyclical4.9%

Consumer Defensive3.2%

Energy3.1%

Healthcare2.9%

Other5.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 603Median: 0.04%Avg: 0.17%

0–0.5%

553(44.1%)

0.5–1%

31(19.5%)

1–3%

18(33.2%)

3–5%

1(3.2%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 588Unique: 15vs 20 funds

8%Low

603

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

11%

BANK OF AMERICA CORP /DE/

12.1%

11%

16.3%

11.8%

10.9%

VANGUARD CAPITAL MANAGEMENT LLC

10.2%

GEODE CAPITAL MANAGEMENT, LLC

9.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

11.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New37Increased240Decreased253Exited41

New Positions

ITB0.3%

+110K

MP0.1%

+46K

LYB0.1%

+21K

SMG0.1%

+27K

BKUI0.1%

+37K

AZN0.0%

+6K

QXO0.0%

+70K

NDAQ0.0%

+9K

WEN0.0%

+143K

XSSPX0.0%

+42K

Increased

IBDV0.8%

+600K(+106%)

GRNY1.1%

+403K(+44%)

IMTM0.5%

+272K(+1406%)

SPMD0.5%

+256K(+2594%)

IBDW2.0%

+213K(+8%)

IBDU1.2%

+142K(+11%)

RKT0.2%

+117K(+55%)

PBR0.2%

+63K(+24%)

PFFA0.2%

+60K(+32%)

PDO0.1%

+60K(+47%)

Decreased

IBDS0.5%

-588,674(-51%)

MSOS0.1%

-199,422(-27%)

PCT0.0%

-180,746(-65%)

DGRW0.1%

-152,811(-85%)

O0.1%

-103,869(-78%)

ANDE0.5%

-98,961(-32%)

JGRO0.3%

-76,506(-40%)

GT0.0%

-58,600(-41%)

GLW0.2%

-42,569(-54%)

VO1.8%

-36,981(-17%)

Exited

-134,017

-45,474

-19,071

-4,677

-61,064

-22,820

-51,162

-91,962

-12,474

-46,443

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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