VANCE WEALTH, LLC
Q2 2025 13F Holdings
- Locationsanta clarita, CA
- Num holdings
118
- Value ($000)
$296,463
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $62.65M | 21 % | 1,747,982 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $32.53M | 11 % | 1,107,703 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $13.84M | 5 % | 86,897 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $12.65M | 4 % | 115,817 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.44M | 3 % | 237,485 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $8.41M | 3 % | 155,872 | ||
AAPL APPLE INC | COM | 037833100 | $7.93M | 3 % | 38,648 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $7.55M | 3 % | 33,242 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $6.64M | 2 % | 47,881 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.75M | 2 % | 10,427 |
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