13F Filings History of Fonville Wealth Management LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$489,104,284
Signature - Title
Matthew Brennan - 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 127 stock holdings with total value $489,104,284 as of Q4 2025. Top holdings included DFAU, BND, AVUV, VUSB, and DFAI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 127 $489,104,284 +$39,957,464 -$2,841,977 +$37,115,487 DFAU, BND, AVUV, VUSB, DFAI 13F-HR 22 Jan 2026, 17:54
Q3 2025 127 $444,458,211 +$28,405,806 -$2,897,013 +$25,508,793 DFAU, BND, VUSB, AVUV, DFAI 13F-HR 27 Oct 2025, 19:34
Q2 2025 123 $394,903,916 +$34,986,492 -$3,238,572 +$31,747,920 DFAU, BND, VUSB, AVUV, DFAI 13F-HR 07 Aug 2025, 16:03
Q1 2025 119 $339,398,689 +$45,067,177 -$5,396,093 +$39,671,084 DFAU, BND, VUSB, AVUV, DFAI 13F-HR 30 Apr 2025, 17:34
Q4 2024 107 $302,803,282 +$26,771,687 -$4,775,404 +$21,996,283 DFAU, BND, VUSB, AVUV, DFAI 13F-HR 28 Jan 2025, 18:22
Q3 2024 116 $289,388,100 +$23,342,465 -$1,382,360 +$21,960,105 DFAU, BND, VUSB, AVUV, DFAI 13F-HR 28 Oct 2024, 15:23
Q2 2024 97 $252,356,276 +$26,819,007 -$1,471,810 +$25,347,197 DFAU, BND, VUSB, AVUV, DFAI 13F-HR 30 Jul 2024, 17:29
Q1 2024 94 $225,727,629 +$29,823,585 -$2,033,169 +$27,790,416 DFAU, BND, VUSB, DFAI, AVUV 13F-HR 26 Apr 2024, 12:46
Q4 2023 86 $188,491,701 $0 $0 $0 DFAU, BND, VUSB, VB, AVUV 13F-HR 31 Jan 2024, 15:53