Fonville Wealth Management LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 28, 2024
Value $: $289M
Signature - Title: Mark Fonville - President/CEO and Chief Compliance Officer
Location: Richmond, VA
Summary: This page shows a list of all the recent 13F filings made by Fonville Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fonville Wealth Management LLC reported 116 stock holdings with total value $289M as of Q3 2024. Top holdings included DFAU, BND, VUSB, AVUV, and DFAI.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	116	$289M	+$23.3M	-$1.38M	+$22M	DFAU, BND, VUSB, AVUV, DFAI	13F-HR	10/28/2024, 03:23 PM
Q2 2024	97	$252M	+$26.8M	-$1.47M	+$25.3M	DFAU, BND, VUSB, AVUV, DFAI	13F-HR	7/30/2024, 05:29 PM
Q1 2024	94	$226M	+$29.8M	-$2.03M	+$27.8M	DFAU, BND, VUSB, DFAI, AVUV	13F-HR	4/26/2024, 12:46 PM
Q4 2023	86	$188M	$0	$0		DFAU, BND, VUSB, VB, AVUV	13F-HR	1/31/2024, 03:53 PM