Fonville Wealth Management LLC

Business address
8001 Franklin Farms Drive, Rm 208, Richmond, VA, 23229
Top securities (13F)
DFAU, BND, VUSB, AVUV, DFAI, AVLV, AVEM, AVUS, VEA, DFIV, VB, VUG, BIV, VOO, AVDV, ISTB, QLTA, VO, SCZ, and AAPL
State of incorporation
VA
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Fonville Wealth Management LLC has filed 10 SEC EDGAR filings since 31 Jan 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-23565
13F-HR Open Document Open Filing 07 Aug 2025 30 Jun 2025 028-23565
N-PX Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-23565
13F-HR Open Document Open Filing 01 May 2025 31 Mar 2025 028-23565
13F-HR Open Document Open Filing 29 Jan 2025 31 Dec 2024 028-23565
13F-HR Open Document Open Filing 28 Oct 2024 30 Sep 2024 028-23565
N-PX Open Document Open Filing 01 Aug 2024 30 Jun 2024 028-23565
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-23565
13F-HR Open Document Open Filing 26 Apr 2024 31 Mar 2024 028-23565
13F-HR Open Document Open Filing 31 Jan 2024 31 Dec 2023 028-23565