Notify me when Vance Wealth, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 116 | $325M | +$12.4M | -$5.92M | +$6.5M | DFAC, DFAX, VONG, PG, AAPL | 13F-HR | 11/14/2025, 04:13 PM |
| Q2 2025 | 118 | $296M | +$19.6M | -$12.3M | +$7.25M | DFAC, DFAX, PG, VONG, DUHP | 13F-HR | 8/13/2025, 05:30 PM |
| Q1 2025 | 104 | $266M | +$26.9M | -$12.9M | +$14.1M | DFAC, DFAX, PG, VONG, AAPL | 13F-HR | 5/14/2025, 09:59 AM |
| Q4 2024 | 101 | $259M | +$2.85M | -$8.1M | -$5.25M | DFAC, DFAX, PG, VONG, AAPL | 13F-HR | 2/13/2025, 05:43 PM |
| Q3 2024 | 100 | $264M | +$9.45M | -$5.65M | +$3.8M | DFAC, DFAX, PG, VONG, AAPL | 13F-HR | 11/8/2024, 09:22 AM |
| Q2 2024 | 90 | $244M | +$9.99M | -$18.5M | -$8.52M | DFAC, DFAX, PG, VONG, AAPL | 13F-HR | 8/2/2024, 02:30 PM |
| Q1 2024 | 94 | $251M | +$9.17M | -$3.84M | +$5.32M | DFAC, DFAX, PG, DFSV, VONG | 13F-HR | 4/30/2024, 11:04 AM |
| Q4 2023 | 83 | $230M | +$5.47M | -$10.5M | -$5.08M | DFAC, DFAX, PG, DFSV, VONG | 13F-HR | 2/5/2024, 12:58 PM |
| Q3 2023 | 80 | $214M | +$14.6M | -$11M | +$3.53M | DFAC, DFAX, PG, DFSV, VONG | 13F-HR | 11/3/2023, 10:11 AM |
| Q2 2023 | 81 | $220M | +$28.3M | -$5.73M | +$22.6M | DFAC, DFAX, PG, DFSV, QQQM | 13F-HR | 8/2/2023, 05:22 PM |
| Q1 2023 | 73 | $186M | +$17.6M | -$2.31M | +$15.3M | DFAC, DFAX, QQQM, DFSV, NETL | 13F-HR | 5/10/2023, 04:35 PM |
| Q4 2022 | 74 | $160M | +$28.5M | -$9.15M | +$19.3M | DFAC, DFAX, NETL, QQQM, DFSV | 13F-HR | 1/27/2023, 09:24 AM |
| Q3 2022 | 65 | $130M | +$11.5M | -$2.05M | +$9.4M | DFAC, DFAX, NETL, QQQM, AAPL | 13F-HR | 10/31/2022, 04:37 PM |
| Q2 2022 | 62 | $129M | +$68.3M | -$5.3M | +$63M | DFAC, DFAX, NETL, QQQM, AAPL | 13F-HR | 8/8/2022, 07:49 PM |
| Q1 2022 | 56 | $78.8M | +$23.9M | -$43.5M | -$19.6M | NETL, QQQM, QQQ, AAPL, VONG | 13F-HR | 5/13/2022, 03:12 PM |
| Q4 2021 | 61 | $102M | $0 | $0 | DFAC, NETL, DFAX, QQQM, QQQ | 13F-HR | 2/18/2022, 04:30 PM |