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.
VANCE WEALTH, LLC (CIK 1910854) reported $443.7M across 137 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($89.0M, 20.06%), DFAX ($41.0M, 9.24%), PYLD ($25.0M, 5.64%), VONG ($16.6M, 3.73%), AAPL ($12.9M, 2.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $89.0M | 20.06% | 2.0M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $41.0M | 9.24% | 1.1M | Added |
| 3 | PYLD | PIMCO ETF TR | $25.0M | 5.64% | 944,426 | New |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | $16.6M | 3.73% | 129,574 | Added |
| 5 | AAPL | APPLE INC | $12.9M | 2.92% | 44,750 | Added |
| 6 | MINT | PIMCO ETF TR | $12.1M | 2.72% | 119,567 | Added |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $11.7M | 2.63% | 167,087 | Added |
| 8 | PG | PROCTER & GAMBLE CO | $11.2M | 2.53% | 76,566 | Trimmed |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $10.8M | 2.44% | 259,581 | Added |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $10.2M | 2.29% | 33,509 | Added |
| 11 | DFLV | DIMENSIONAL ETF TRUST | $9.3M | 2.10% | 235,682 | Added |
| 12 | QQQ | INVESCO QQQ TR | $7.6M | 1.72% | 10,336 | Trimmed |
| 13 | DFAE | DIMENSIONAL ETF TRUST | $7.2M | 1.62% | 178,912 | Added |
| 14 | DFIV | DIMENSIONAL ETF TRUST | $7.1M | 1.60% | 131,564 | Added |
| 15 | IWP | ISHARES TR | $7.0M | 1.58% | 47,896 | Added |
| 16 | VIGI | VANGUARD WHITEHALL FDS | $6.3M | 1.42% | 67,596 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $5.8M | 1.31% | 29,093 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $5.8M | 1.30% | 22,746 | Added |
| 19 | IWO | ISHARES TR | $5.6M | 1.25% | 14,120 | Added |
| 20 | IEMG | ISHARES INC | $5.5M | 1.24% | 66,528 | Trimmed |
| 21 | IWF | ISHARES TR | $5.3M | 1.19% | 42,353 | Added |
| 22 | VONV | VANGUARD SCOTTSDALE FDS | $5.1M | 1.15% | 47,987 | Trimmed |
| 23 | BILZ | PIMCO ETF TR | $5.0M | 1.12% | 49,237 | New |
| 24 | AMZN | AMAZON COM INC | $4.9M | 1.10% | 20,551 | Added |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.9M | 1.09% | 9,704 | Added |
Source: SEC Form 13F filings · as of 2026-06-30