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 $346.2M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($76.1M, 21.99%), DFAX ($37.8M, 10.91%), VONG ($13.9M, 4.00%), PG ($12.0M, 3.48%), AAPL ($11.2M, 3.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $76.1M | 21.99% | 2.0M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $37.8M | 10.91% | 1.1M | Trimmed |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | $13.9M | 4.00% | 126,290 | Added |
| 4 | PG | PROCTER & GAMBLE CO | $12.0M | 3.48% | 83,404 | Added |
| 5 | AAPL | APPLE INC | $11.2M | 3.24% | 44,155 | Added |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $10.4M | 3.00% | 166,376 | Added |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $9.4M | 2.72% | 256,470 | Added |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $8.1M | 2.34% | 227,306 | Added |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | $8.0M | 2.30% | 33,467 | Added |
| 10 | IWP | ISHARES TR | $6.1M | 1.76% | 47,454 | Added |
| 11 | QQQ | INVESCO QQQ TR | $6.0M | 1.72% | 10,338 | Trimmed |
| 12 | DFIV | DIMENSIONAL ETF TRUST | $5.3M | 1.54% | 101,250 | Added |
| 13 | VIGI | VANGUARD WHITEHALL FDS | $4.9M | 1.42% | 55,587 | Added |
| 14 | DUSB | DIMENSIONAL ETF TRUST | $4.8M | 1.40% | 95,575 | Added |
| 15 | DFAE | DIMENSIONAL ETF TRUST | $4.9M | 1.40% | 143,576 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $4.8M | 1.39% | 19,653 | Added |
| 17 | IEMG | ISHARES INC | $4.8M | 1.37% | 68,180 | Trimmed |
| 18 | VONV | VANGUARD SCOTTSDALE FDS | $4.8M | 1.37% | 50,762 | Trimmed |
| 19 | IWF | ISHARES TR | $4.7M | 1.36% | 11,019 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $4.6M | 1.33% | 26,328 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.5M | 1.31% | 9,462 | Added |
| 22 | IWO | ISHARES TR | $4.4M | 1.27% | 13,958 | Added |
| 23 | EFV | ISHARES TR | $3.8M | 1.09% | 50,566 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $3.8M | 1.09% | 18,117 | Added |
| 25 | TSLA | TESLA INC | $3.6M | 1.04% | 9,707 | Added |
Source: SEC Form 13F filings · as of 2026-03-31