Fonville Wealth Management LLC: 13F holdings
CIK 20087032026Q2
| Positions | 147 |
|---|
| Reported value | $612.3m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 147 (+9 vs prior quarter) |
|---|
| Reported value | $612.3m (+16.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 840,001 | $43.4m | 7.1% |
| AVUV AMERICAN CENTY ETF TR | 277,486 | $34.6m | 5.7% |
| DFAI DIMENSIONAL ETF TRUST | 722,448 | $29.8m | 4.9% |
| AVLV AMERICAN CENTY ETF TR | 294,650 | $26.9m | 4.4% |
| BND VANGUARD BD INDEX FDS | 358,565 | $26.3m | 4.3% |
| VUSB VANGUARD BD INDEX FDS | 509,593 | $25.4m | 4.1% |
| BIV VANGUARD BD INDEX FDS | 325,750 | $25.0m | 4.1% |
| AVEM AMERICAN CENTY ETF TR | 253,280 | $24.4m | 4.0% |
| VTI VANGUARD INDEX FDS | 58,009 | $21.5m | 3.5% |
| AVUS AMERICAN CENTY ETF TR | 135,947 | $17.4m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2008703")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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