VANCE WEALTH, INC.

13F Filings History

Latest 13F report: Q4 2024 - Feb 14, 2025
Value $: $259M
Signature - Title: Christopher Pelch - Chief Compliance Officer
Location: Santa Clarita, CA
Summary: This page shows a list of all the recent 13F filings made by VANCE WEALTH, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VANCE WEALTH, INC. reported 101 stock holdings with total value $259M as of Q4 2024. Top holdings included DFAC, DFAX, PG, VONG, and AAPL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
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

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