Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fonville Wealth Management LLC (CIK 2008703) reported $525.3M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($38.2M, 7.28%), AVUV ($28.8M, 5.47%), BND ($25.5M, 4.85%), DFAI ($24.7M, 4.70%), VUSB ($24.6M, 4.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $38.2M | 7.28% | 847,418 | Trimmed |
| 2 | AVUV | AMERICAN CENTY ETF TR | $28.8M | 5.47% | 260,300 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $25.5M | 4.85% | 345,744 | Added |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $24.7M | 4.70% | 634,026 | Added |
| 5 | VUSB | VANGUARD BD INDEX FDS | $24.6M | 4.69% | 494,490 | Added |
| 6 | AVLV | AMERICAN CENTY ETF TR | $21.3M | 4.05% | 263,925 | Added |
| 7 | BIV | VANGUARD BD INDEX FDS | $19.6M | 3.73% | 254,146 | Added |
| 8 | AVEM | AMERICAN CENTY ETF TR | $19.1M | 3.64% | 237,596 | Added |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $15.2M | 2.90% | 288,772 | Added |
| 10 | AVUS | AMERICAN CENTY ETF TR | $14.7M | 2.79% | 132,050 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $13.9M | 2.65% | 217,311 | Trimmed |
| 12 | SPTS | SPDR SERIES TRUST | $13.7M | 2.61% | 470,619 | Added |
| 13 | AVDV | AMERICAN CENTY ETF TR | $13.6M | 2.60% | 136,626 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $12.8M | 2.44% | 39,970 | Added |
| 15 | VB | VANGUARD INDEX FDS | $11.4M | 2.17% | 43,425 | Added |
| 16 | VUG | VANGUARD INDEX FDS | $11.3M | 2.14% | 25,768 | Added |
| 17 | ISTB | ISHARES TR | $10.7M | 2.03% | 220,154 | Added |
| 18 | QLTA | ISHARES TR | $10.2M | 1.94% | 214,361 | Added |
| 19 | SCZ | ISHARES TR | $9.1M | 1.74% | 116,247 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $9.0M | 1.72% | 15,142 | Trimmed |
| 21 | VO | VANGUARD INDEX FDS | $8.1M | 1.55% | 28,371 | Trimmed |
| 22 | AVIV | AMERICAN CENTY ETF TR | $8.0M | 1.53% | 107,450 | Trimmed |
| 23 | AAPL | APPLE INC | $7.9M | 1.51% | 31,318 | Added |
| 24 | VNQ | VANGUARD INDEX FDS | $7.5M | 1.43% | 84,970 | Added |
| 25 | DFSD | DIMENSIONAL ETF TRUST | $7.4M | 1.40% | 153,664 | Added |
Source: SEC Form 13F filings · as of 2026-03-31