VANCE WEALTH, LLC — 13F holdings
VANCE WEALTH, LLC reported 137 holdings worth $444M in its 13F filing for Q2 2026, filed August 14, 2026.
Largest positions
- DIMENSIONAL ETF TRUST — $89.0M (20.1%)
- DFAX DIMENSIONAL ETF TRUST — $41.0M (9.2%)
- PYLD PIMCO ETF TR — $25.0M (5.6%)
- VONG VANGUARD SCOTTSDALE FDS — $16.6M (3.7%)
- AAPL APPLE INC — $12.9M (2.9%)
- MINT PIMCO ETF TR — $12.1M (2.7%)
- DIMENSIONAL ETF TRUST — $11.7M (2.6%)
- PG Procter And Gamble Co — $11.2M (2.5%)
- DIMENSIONAL ETF TRUST — $10.8M (2.4%)
- QQQM INVESCO EXCH TRADED FD TR II — $10.2M (2.3%)