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 $612.3M across 147 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAU ($43.4M, 7.09%), AVUV ($34.6M, 5.65%), DFAI ($29.8M, 4.87%), AVLV ($26.9M, 4.39%), BND ($26.3M, 4.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $43.4M | 7.09% | 840,001 | Trimmed |
| 2 | AVUV | AMERICAN CENTY ETF TR | $34.6M | 5.65% | 277,486 | Added |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $29.8M | 4.87% | 722,448 | Added |
| 4 | AVLV | AMERICAN CENTY ETF TR | $26.9M | 4.39% | 294,650 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $26.3M | 4.30% | 358,565 | Added |
| 6 | VUSB | VANGUARD BD INDEX FDS | $25.4M | 4.14% | 509,593 | Added |
| 7 | BIV | VANGUARD BD INDEX FDS | $25.0M | 4.08% | 325,750 | Added |
| 8 | AVEM | AMERICAN CENTY ETF TR | $24.4M | 3.99% | 253,280 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $21.5M | 3.51% | 58,009 | Added |
| 10 | AVUS | AMERICAN CENTY ETF TR | $17.4M | 2.84% | 135,947 | Added |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $16.4M | 2.68% | 303,321 | Added |
| 12 | SPTS | SPDR SERIES TRUST | $16.3M | 2.66% | 561,459 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $15.5M | 2.52% | 216,924 | Trimmed |
| 14 | VUG | VANGUARD INDEX FDS | $15.1M | 2.46% | 175,047 | Added |
| 15 | AVDV | AMERICAN CENTY ETF TR | $15.0M | 2.45% | 145,825 | Added |
| 16 | VB | VANGUARD INDEX FDS | $12.9M | 2.10% | 42,424 | Trimmed |
| 17 | DFSD | DIMENSIONAL ETF TRUST | $11.6M | 1.89% | 242,300 | Added |
| 18 | ISTB | ISHARES TR | $10.9M | 1.79% | 226,567 | Added |
| 19 | QLTA | ISHARES TR | $10.6M | 1.73% | 222,960 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $9.9M | 1.61% | 14,348 | Trimmed |
| 21 | SCZ | ISHARES TR | $9.7M | 1.59% | 118,451 | Added |
| 22 | VO | VANGUARD INDEX FDS | $9.2M | 1.50% | 114,370 | Added |
| 23 | AAPL | APPLE INC | $8.5M | 1.38% | 29,247 | Trimmed |
| 24 | AVIV | AMERICAN CENTY ETF TR | $8.5M | 1.38% | 109,222 | Added |
| 25 | VNQ | VANGUARD INDEX FDS | $8.3M | 1.36% | 86,280 | Added |
Source: SEC Form 13F filings · as of 2026-06-30