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VANCE WEALTH, LLC

Q1 2026 13F Holdings

  • Location
    santa clarita, CA
  • Num holdings

    118

  • Value ($000)

    $346,220

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001910854
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$76.12M
22 %

1,958,955

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$37.76M
11 %

1,111,628

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$13.85M
4 %

126,290

P
PG

PROCTER & GAMBLE CO

COM
742718109
$12.05M
4 %

83,404

A
AAPL

APPLE INC

COM
037833100
$11.21M
3 %

44,155

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$10.39M
3 %

166,376

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$9.43M
3 %

256,470

D
DFLV

DIMENSIONAL ETF TRUST

US LARGE CAP VAL
25434V666
$8.12M
2 %

227,306

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$7.95M
2 %

33,467

I
IWP

ISHARES TR

RUS MD CP GR ETF
464287481
$6.08M
2 %

47,454

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