13F Filings History of VANCE WEALTH, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$336,674,164
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, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VANCE WEALTH, LLC reported 116 stock holdings with total value $336,674,164 as of Q4 2025. Top holdings included DFAC, DFAX, VONG, PG, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 116 $336,674,164 +$12,119,459 -$6,291,528 +$5,827,931 DFAC, DFAX, VONG, PG, AAPL Restatement 17 Feb 2026, 14:43
Q3 2025 116 $325,224,770 +$12,413,907 -$5,916,502 +$6,497,405 DFAC, DFAX, VONG, PG, AAPL 13F-HR 14 Nov 2025, 16:13
Q2 2025 118 $296,463,054 +$19,572,829 -$12,325,187 +$7,247,642 DFAC, DFAX, PG, VONG, DUHP 13F-HR 13 Aug 2025, 17:30
Q1 2025 104 $266,032,202 +$26,949,383 -$12,867,711 +$14,081,672 DFAC, DFAX, PG, VONG, AAPL 13F-HR 14 May 2025, 09:59
Q4 2024 101 $258,980,699 +$2,849,744 -$8,103,362 -$5,253,618 DFAC, DFAX, PG, VONG, AAPL 13F-HR 13 Feb 2025, 17:43
Q3 2024 100 $264,160,163 +$9,454,981 -$5,651,879 +$3,803,102 DFAC, DFAX, PG, VONG, AAPL 13F-HR 08 Nov 2024, 09:22
Q2 2024 90 $243,537,857 +$9,989,121 -$18,504,988 -$8,515,867 DFAC, DFAX, PG, VONG, AAPL 13F-HR 02 Aug 2024, 14:30
Q1 2024 94 $251,030,580 +$9,165,896 -$3,844,627 +$5,321,269 DFAC, DFAX, PG, DFSV, VONG 13F-HR 30 Apr 2024, 11:04
Q4 2023 83 $230,486,244 +$5,468,048 -$10,545,460 -$5,077,412 DFAC, DFAX, PG, DFSV, VONG 13F-HR 05 Feb 2024, 12:58
Q3 2023 80 $213,758,684 +$14,557,310 -$11,026,075 +$3,531,235 DFAC, DFAX, PG, DFSV, VONG 13F-HR 03 Nov 2023, 10:11
Q2 2023 81 $219,640,078 +$28,296,802 -$5,727,733 +$22,569,069 DFAC, DFAX, PG, DFSV, QQQM 13F-HR 02 Aug 2023, 17:22
Q1 2023 73 $186,137,034 +$17,588,253 -$2,311,136 +$15,277,117 DFAC, DFAX, QQQM, DFSV, NETL 13F-HR 10 May 2023, 16:35
Q4 2022 74 $160,317,394 +$28,487,232 -$9,148,077 +$19,339,155 DFAC, DFAX, NETL, QQQM, DFSV 13F-HR 27 Jan 2023, 09:24
Q3 2022 65 $130,110,000 +$11,455,089 -$2,052,368 +$9,402,721 DFAC, DFAX, NETL, QQQM, AAPL 13F-HR 31 Oct 2022, 16:37
Q2 2022 62 $129,317,000 +$68,333,732 -$5,301,976 +$63,031,756 DFAC, DFAX, NETL, QQQM, AAPL 13F-HR 08 Aug 2022, 19:49
Q1 2022 56 $78,781,000 +$23,894,789 -$43,523,284 -$19,628,495 NETL, QQQM, QQQ, AAPL, VONG 13F-HR 13 May 2022, 15:12
Q4 2021 61 $101,915,000 $0 $0 $0 DFAC, NETL, DFAX, QQQM, QQQ 13F-HR 18 Feb 2022, 16:30