VANCE WEALTH, LLC
Q1 2025 13F Holdings
- Locationsanta clarita, CA
- Num holdings
104
- Value ($000)
$266,032
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $55.44M | 21 % | 1,680,450 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $28.67M | 11 % | 1,094,442 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $14.80M | 6 % | 86,830 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $12.06M | 5 % | 129,953 | ||
AAPL APPLE INC | COM | 037833100 | $8.38M | 3 % | 37,727 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $7.26M | 3 % | 141,071 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $7.24M | 3 % | 87,694 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $7.07M | 3 % | 213,372 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $6.57M | 3 % | 55,940 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $5.87M | 2 % | 30,404 |
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