0002069023-26-000001.txt : 20260507 0002069023-26-000001.hdr.sgml : 20260507 20260507090829 ACCESSION NUMBER: 0002069023-26-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260507 DATE AS OF CHANGE: 20260507 EFFECTIVENESS DATE: 20260507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vision Retirement, LLC CENTRAL INDEX KEY: 0002069023 ORGANIZATION NAME: EIN: 460944058 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-26857 FILM NUMBER: 26951179 BUSINESS ADDRESS: STREET 1: 171 EAST RIDGEWOOD AVENUE STREET 2: SUITE 205 CITY: RIDGEWOOD STATE: NJ ZIP: 07450 BUSINESS PHONE: (201) 447-2212 MAIL ADDRESS: STREET 1: 171 EAST RIDGEWOOD AVENUE STREET 2: SUITE 205 CITY: RIDGEWOOD STATE: NJ ZIP: 07450 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002069023 XXXXXXXX 03-31-2026 03-31-2026 Vision Retirement, LLC

171 EAST RIDGEWOOD AVENUE SUITE 205 RIDGEWOOD NJ 07450

13F HOLDINGS REPORT 028-26857 000173064 801-126524 N Paul D. Muller (201) 447-2212 Paul D. Muller Ridgewood NJ 05-07-2026 0 649 351561739 false INFORMATION TABLE 2 visionQ1.xml 3M COMPANY Common Stock 88579Y101 43569 300 SH SOLE 0 0 300 ABBOTT LABORATORIES Common Stock 002824100 1848 18 SH SOLE 0 0 18 ABBVIE INC Common Stock 00287Y109 145318 668 SH SOLE 0 0 668 ABERDEEN PHYSICAL MF Closed and MF Open 003264108 71682 1001 SH SOLE 0 0 1001 ABRDN HEALTHCARE MF Closed and MF Open 87911J103 3665 206 SH SOLE 0 0 206 ABRDN STANDARD MF Closed and MF Open 00326A104 19900 446 SH SOLE 0 0 446 ADAMAS TRUST Common Stock 649604840 3511 477 SH SOLE 0 0 477 ADVANCED MICRO Common Stock 007903107 195903 963 SH SOLE 0 0 963 AFFIRM HOLDINGS Common Stock 00827B106 5636 123 SH SOLE 0 0 123 AGNC INVESTMENT Common Stock 00123Q104 11864 1183 SH SOLE 0 0 1183 AIR PRODUCTS Common Stock 009158106 1162 4 SH SOLE 0 0 4 AKANDA CORP Common Stock 00971M601 6 8 SH SOLE 0 0 8 ALERIAN MLP MF Closed and MF Open 00162Q452 9521 181 SH SOLE 0 0 181 ALIBABA GROUP Common Stock 01609W102 6392 51 SH SOLE 0 0 51 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778296103 92536 427 SH SOLE 0 0 427 ROYAL CARIBBEAN Common Stock V7780T103 33572 122 SH SOLE 0 0 122 RTX CORP Common Stock 75513E101 139843 725 SH SOLE 0 0 725 RUMBLE INC Common Stock 78137L105 1275 250 SH SOLE 0 0 250 SAFEHOLD INC Common Stock 78646V107 11696 864 SH SOLE 0 0 864 SALESFORCE INC Common Stock 79466L302 1493 8 SH SOLE 0 0 8 SANDISK CORP Common Stock 80004C200 3812 6 SH SOLE 0 0 6 SANOFI Common Stock 80105N105 26836 557 SH SOLE 0 0 557 SCHWAB CHARLES Common Stock 808513105 2537 27 SH SOLE 0 0 27 SCHWAB CORE MF Closed and MF Open 808524599 22891 890 SH SOLE 0 0 890 SCHWAB FUNDAMENTAL MF Closed and MF Open 808524755 356994 7296 SH SOLE 0 0 7296 SCHWAB HIGH MF Closed and MF Open 808524631 4550 175 SH SOLE 0 0 175 SCHWAB INTL MF Closed and MF Open 808524672 1551 49 SH SOLE 0 0 49 SCHWAB US MF Closed and MF Open 808524300 15701 539 SH SOLE 0 0 539 SCHWAB US MF Closed and MF Open 808524607 6398 220 SH SOLE 0 0 220 SCHWAB US MF Closed and MF Open 808524797 14604 476 SH SOLE 0 0 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38884 266 SH SOLE 0 0 266 STATE STREET MF Closed and MF Open 78464A854 337542 4410 SH SOLE 0 0 4410 STATE STREET MF Closed and MF Open 78467V608 3332 83 SH SOLE 83 0 0 STATE STREET MF Closed and MF Open 78467V848 5403 136 SH SOLE 136 0 0 STATE STREET MF Closed and MF Open 78467X109 15057886 32509 SH SOLE 0 0 32509 STATE STREET MF Closed and MF Open 78468R663 29050 317 SH SOLE 0 0 317 STATE STREET MF Closed and MF Open 78468R739 13345 279 SH SOLE 0 0 279 STATE STREET MF Closed and MF Open 81369Y100 1299 26 SH SOLE 0 0 26 STATE STREET MF Closed and MF Open 81369Y209 12901 88 SH SOLE 0 0 88 STATE STREET MF Closed and MF Open 81369Y308 4427 54 SH SOLE 0 0 54 STATE STREET MF Closed and MF Open 81369Y407 9154 84 SH SOLE 0 0 84 STATE STREET MF Closed and MF Open 81369Y506 11333 185 SH SOLE 92 0 93 STATE STREET MF Closed and MF Open 81369Y605 89408 1811 SH SOLE 235 0 1576 STATE STREET MF Closed and MF Open 81369Y704 95907 593 SH SOLE 79 0 514 STATE STREET MF Closed and MF Open 81369Y803 165324 1244 SH SOLE 0 0 1244 STATE STREET MF Closed and MF Open 81369Y852 12083 109 SH SOLE 0 0 109 STATE STREET MF Closed and MF Open 81369Y886 43044 938 SH SOLE 0 0 938 STEEL DYNAMICS INC Common Stock 858119100 54000 300 SH SOLE 0 0 300 STELLANTIS NV Common Stock N82405106 3545 500 SH SOLE 0 0 500 STRATEGY NASDAQ MF Closed and MF Open 86280R506 5020 230 SH SOLE 0 0 230 STRYKER CORP Common Stock 863667101 3596132 10944 SH SOLE 0 0 10944 SUBURBAN PROPANE Oil & Gas, Real Estate and REIT 864482104 20718 1052 SH SOLE 0 0 1052 SUNCOKE ENERGY Common Stock 86722A103 7061 1085 SH SOLE 0 0 1085 SUPER MICRO Common Stock 86800U302 1389 61 SH SOLE 0 0 61 SYNOPSYS INC Common Stock 871607107 8326 21 SH SOLE 0 0 21 SYSCO CORP Common Stock 871829107 57064 800 SH SOLE 0 0 800 T ROWE MF Closed and MF Open 87283Q834 5975 173 SH SOLE 0 0 173 T ROWE MF Closed and MF Open 87283Q867 1819103 51113 SH SOLE 0 0 51113 TAIWAN SEMICONDUCTOR Common Stock 874039100 1656375 4901 SH SOLE 0 0 4901 TAKE-TWO INTERACTIVE Common 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G8994E103 1505040 3612 SH SOLE 0 0 3612 TRANSDIGM GROUP Common Stock 893641100 1307901 1129 SH SOLE 0 0 1129 TRAVELERS COS Common Stock 89417E109 36460 125 SH SOLE 0 0 125 TRI POINTE Common Stock 87265H109 1402 30 SH SOLE 0 0 30 TRUMP MEDIA Common Stock 25400Q105 1949 210 SH SOLE 0 0 210 TWILIO INC Common Stock 90138F102 2013 16 SH SOLE 0 0 16 UBER TECHNOLOGIES Common Stock 90353T100 44165 614 SH SOLE 0 0 614 UBIQUITI INC Common Stock 90353W103 25289 32 SH SOLE 0 0 32 UGI CORP Common Stock 902681105 87809 2411 SH SOLE 0 0 2411 UNILEVER PLC Common Stock 904767803 15268 268 SH SOLE 0 0 268 UNION PACIFIC CORP Common Stock 907818108 132077 544 SH SOLE 0 0 544 UNITED PARCEL Common Stock 911312106 30155 307 SH SOLE 0 0 307 UNITED RENTALS Common Stock 911363109 729 1 SH SOLE 0 0 1 UNITEDHEALTH GROUP Common Stock 91324P102 31263 116 SH SOLE 0 0 116 UNITY SOFTWARE Common Stock 91332U101 285 13 SH SOLE 0 0 13 UNIVERSAL HEALTH RLTY Common Stock 91359E105 40470 1000 SH SOLE 0 0 1000 URANIUM ENERGY 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and MF Open 922908611 5649 26 SH SOLE 0 0 26 VANGUARD SMALL MF Closed and MF Open 922908751 45286 173 SH SOLE 0 0 173 VANGUARD TOTAL MF Closed and MF Open 921937835 59869 813 SH SOLE 133 0 680 VANGUARD TOTAL MF Closed and MF Open 92203J407 43918 914 SH SOLE 0 0 914 VANGUARD TOTAL MF Closed and MF Open 922908769 1267460 3951 SH SOLE 814 0 3137 VANGUARD UTILITIES MF Closed and MF Open 92204A876 68358 345 SH SOLE 0 0 345 VANGUARD VALUE MF Closed and MF Open 922908744 134919 688 SH SOLE 0 0 688 VEEVA SYSTEMS Common Stock 922475108 12999 74 SH SOLE 0 0 74 VERIZON COMMUNICATIONS Common Stock 92343V104 22323 445 SH SOLE 0 0 445 VERSANT MEDIA Common Stock 925283103 1555 42 SH SOLE 0 0 42 VERTEX PHARMACEUTICALS Common Stock 92532F100 2233 5 SH SOLE 0 0 5 VERTIV HOLDINGS Common Stock 92537N108 128070 511 SH SOLE 0 0 511 VIATRIS INC Common Stock 92556V106 1461 108 SH SOLE 0 0 108 VICTORYSHARES FREE MF Closed and MF Open 92647X830 6839 173 SH SOLE 0 0 173 VIKING HOLDINGS Common Stock G93A5A101 7348 100 SH SOLE 0 0 100 VISA INC Common Stock 92826C839 7648961 25308 SH SOLE 0 0 25308 VITESSE ENERGY Common Stock 92852X103 3632 200 SH SOLE 0 0 200 VOYA FINANCIAL Common Stock 929089100 13459 197 SH SOLE 0 0 197 WABTEC Common Stock 929740108 12496 50 SH SOLE 0 0 50 WALMART INC Common Stock 931142103 271109 2181 SH SOLE 0 0 2181 WALT DISNEY Common Stock 254687106 88670 920 SH SOLE 0 0 920 WARNER BROS Common Stock 934423104 11588 422 SH SOLE 0 0 422 WASTE CONNECTIONS Common Stock 94106B101 60366 372 SH SOLE 0 0 372 WASTE MANAGEMENT Common Stock 94106L109 2820069 12273 SH SOLE 0 0 12273 WATERS CORP Common Stock 941848103 29482 99 SH SOLE 0 0 99 WELLS FARGO Common Stock 949746101 40840 513 SH SOLE 0 0 513 WELLTOWER INC Common Stock 95040Q104 989 5 SH SOLE 0 0 5 WESTERN DIGITAL Common Stock 958102105 4869 18 SH SOLE 0 0 18 WEYERHAEUSER CO Common Stock 962166104 10138 415 SH SOLE 0 0 415 WISDOMTREE EMERGING MF Closed and MF Open 97717W315 5516 111 SH SOLE 0 0 111 WISDOMTREE JAPAN MF Closed and MF Open 97717W851 8737 55 SH SOLE 0 0 55 WISDOMTREE U S MF Closed and MF Open 97717W505 4676 89 SH SOLE 0 0 89 WISDOMTREE US MF Closed and MF Open 97717X669 10402 118 SH SOLE 0 0 118 WW INTL Common Stock 98262P200 22 2 SH SOLE 0 0 2 XTRACKERS RUSSELL MF Closed and MF Open 233051242 8200 139 SH SOLE 0 0 139 XTRACKERS USD MF Closed and MF Open 233051432 217 6 SH SOLE 0 0 6 YUM BRANDS INC Common Stock 988498101 49910 321 SH SOLE 0 0 321 YUM CHINA Common Stock 98850P109 9756 200 SH SOLE 0 0 200 ZEBRA TECHNOLOGIES Common Stock 989207105 9618 46 SH SOLE 0 0 46 ZOOM COMMUNICATIONS Common Stock 98980L101 1688 21 SH SOLE 0 0 21