VANCE WEALTH, LLC: 13F holdings
CIK 19108542026Q2
| Positions | 137 |
|---|
| Reported value | $443.7m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 137 (+19 vs prior quarter) |
|---|
| Reported value | $443.7m (+28.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 2,006,543 | $89.0m | 20.1% |
| DFAX DIMENSIONAL ETF TRUST | 1,112,424 | $41.0m | 9.2% |
| PYLD PIMCO ETF TR | 944,426 | $25.0m | 5.6% |
| VONG VANGUARD SCOTTSDALE FDS | 129,574 | $16.6m | 3.7% |
| AAPL APPLE INC | 44,750 | $12.9m | 2.9% |
| MINT PIMCO ETF TR | 119,567 | $12.1m | 2.7% |
| DIMENSIONAL ETF TRUST | 167,087 | $11.7m | 2.6% |
| PG PROCTER & GAMBLE CO | 76,566 | $11.2m | 2.5% |
| DIMENSIONAL ETF TRUST | 259,581 | $10.8m | 2.4% |
| QQQM INVESCO EXCH TRADED FD TR II | 33,509 | $10.2m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910854")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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