VANCE WEALTH, LLC
Q3 2025 13F Holdings
- Locationsanta clarita, CA
- Num holdings
116
- Value ($000)
$325,225
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001910854
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $70.23 M | 22 % | 1,820,822 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $34.76 M | 11 % | 1,107,791 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $13.57 M | 4 % | 112,647 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $13.36 M | 4 % | 86,920 | ||
AAPL APPLE INC | COM | 037833100 | $10.86 M | 3 % | 42,658 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.24 M | 3 % | 244,640 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $9.17 M | 3 % | 157,568 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $8.32 M | 3 % | 33,665 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $6.57 M | 2 % | 46,111 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.22 M | 2 % | 10,348 |
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