Sponsored

The Analysis of Fonville Wealth Management LLC's Holdings & P&L

Currently, Fonville Wealth Management LLC holds 138 types of securities in its portfolio with a total value $525.3M. In the most recent quarter, they have increased their positions in BIV (+77.1K shares, valued at $6.0M), VTI (+15.0K shares, valued at $4.8M), SPTS (+150.5K shares, valued at $4.4M); decreased their positions in N/A (-945 shares, valued at $564.7K), DFAU (-5.9K shares, valued at $264.6K), VGT (-346 shares, valued at $241.3K); initiated new positions in IWP (+2.3K shares, valued at $291.1K), CVX (+1.3K shares, valued at $275.3K), TSM (+799 shares, valued at $270.1K).

1M P&L

+13.5M+2.57%

3M P&L

-75.3M-12.22%

HY P&L

-40.9M-7.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A471.1M

94.0%

2Consumer Electronics7.9M

1.6%

3Software - Infrastructure5.5M

1.1%

Top Industries by Stock Count

1N/A89 stocks

70.6%

2Software - Infrastructure5 stocks

4.0%

3Drug Manufacturers - General3 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST847.4K shares-0.69%2026-03-312026-04-20

AVUV AMERICAN CENTY ETF TR260.3K shares6.96%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS345.7K shares0.32%2026-03-312026-04-20

DFAI DIMENSIONAL ETF TRUST634.0K shares10.92%2026-03-312026-04-20

VUSB VANGUARD BD INDEX FDS494.5K shares2.40%2026-03-312026-04-20

AVLV AMERICAN CENTY ETF TR263.9K shares8.72%2026-03-312026-04-20

BIV VANGUARD BD INDEX FDS254.1K shares43.58%2026-03-312026-04-20

AVEM AMERICAN CENTY ETF TR237.6K shares4.95%2026-03-312026-04-20

Sponsored

DFIV DIMENSIONAL ETF TRUST288.8K shares4.95%2026-03-312026-04-20

AVUS AMERICAN CENTY ETF TR132.1K shares2.07%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS217.3K shares-0.08%2026-03-312026-04-20

SPTS SPDR SERIES TRUST470.6K shares47.00%2026-03-312026-04-20

AVDV AMERICAN CENTY ETF TR136.6K shares8.94%2026-03-312026-04-20

VTI VANGUARD INDEX FDS40.0K shares60.03%2026-03-312026-04-20

VB VANGUARD INDEX FDS43.4K shares0.57%2026-03-312026-04-20

VUG VANGUARD INDEX FDS25.8K shares9.41%2026-03-312026-04-20

Sponsored

ISTB ISHARES TR220.2K shares7.31%2026-03-312026-04-20

QLTA ISHARES TR214.4K shares8.20%2026-03-312026-04-20

SCZ ISHARES TR116.2K shares2.21%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS15.1K shares-5.87%2026-03-312026-04-20

VO VANGUARD INDEX FDS28.4K shares-0.25%2026-03-312026-04-20

AVIV AMERICAN CENTY ETF TR107.5K shares-1.83%2026-03-312026-04-20

AAPL APPLE INC31.3K shares0.37%2026-03-312026-04-20

VNQ VANGUARD INDEX FDS85.0K shares0.33%2026-03-312026-04-20

Sponsored

DFSD DIMENSIONAL ETF TRUST153.7K shares116.91%2026-03-312026-04-20

SPEM SPDR INDEX SHS FDS155.3K shares1.43%2026-03-312026-04-20

VTV VANGUARD INDEX FDS25.9K shares6.39%2026-03-312026-04-20

ITOT ISHARES TR33.8K shares-0.93%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS61.4K shares-0.18%2026-03-312026-04-20

REZ ISHARES TR56.5K shares2.84%2026-03-312026-04-20

SPYM SPDR SERIES TRUST59.9K shares0.80%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T22.8K shares-1.68%2026-03-312026-04-20

Sponsored

JPST J P MORGAN EXCHANGE TRADED F84.0K shares118.50%2026-03-312026-04-20

IVV ISHARES TR5.8K shares4.06%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS17.3K shares0.42%2026-03-312026-04-20

ISHG ISHARES TR45.6K shares27.26%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9.8K shares1.45%2026-03-312026-04-20

MSFT MICROSOFT CORP8.9K shares-4.31%2026-03-312026-04-20

XBIL RBB FD INC64.9K shares-6.50%2026-03-312026-04-20

SUB ISHARES TR29.9K shares0.00%2026-03-312026-04-20

Sponsored

IVW ISHARES TR25.1K shares0.26%2026-03-312026-04-20

SLQD ISHARES TR55.5K shares-4.76%2026-03-312026-04-20

DFUV DIMENSIONAL ETF TRUST55.5K shares-0.46%2026-03-312026-04-20

IWV ISHARES TR6.9K shares-1.42%2026-03-312026-04-20

NVDA NVIDIA CORPORATION13.2K shares45.24%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS15.3K shares-3.39%2026-03-312026-04-20

AMZN AMAZON COM INC10.2K shares2.73%2026-03-312026-04-20

AVDE AMERICAN CENTY ETF TR22.7K shares-3.62%2026-03-312026-04-20

Sponsored

ALPHABET INC ALPHABET INC6.5K shares4.73%2026-03-312026-04-20

ALPHABET INC ALPHABET INC6.3K shares3.26%2026-03-312026-04-20

SCHC SCHWAB STRATEGIC TR35.5K shares0.30%2026-03-312026-04-20

XOM EXXON MOBIL CORP9.8K shares3.52%2026-03-312026-04-20

USRT ISHARES TR27.2K shares57.72%2026-03-312026-04-20

AGG ISHARES TR15.7K shares-7.75%2026-03-312026-04-20

VXUS VANGUARD STAR FDS19.9K shares-1.76%2026-03-312026-04-20

IWM ISHARES TR6.2K shares-6.45%2026-03-312026-04-20

Sponsored

RTX RTX CORPORATION7.9K shares1.16%2026-03-312026-04-20

IVE ISHARES TR6.6K shares-1.93%2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR54.9K shares-1.51%2026-03-312026-04-20

IBIT ISHARES BITCOIN TRUST ETF34.6K shares4.94%2026-03-312026-04-20

SHV ISHARES TR11.9K shares-7.86%2026-03-312026-04-20

SCHF SCHWAB STRATEGIC TR52.8K shares1.99%2026-03-312026-04-20

SPSB SPDR SERIES TRUST40.8K shares-2.01%2026-03-312026-04-20

EFV ISHARES TR16.1K shares-0.27%2026-03-312026-04-20

Sponsored

SCHA SCHWAB STRATEGIC TR39.9K shares-11.77%2026-03-312026-04-20

FVD FIRST TR EXCHANGE-TRADED FD24.5K shares-6.40%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares28.55%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-0.46%2026-03-312026-04-20

VBR VANGUARD INDEX FDS3.8K shares0.79%2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR24.2K shares-0.22%2026-03-312026-04-20

VYMI VANGUARD WHITEHALL FDS7.8K shares0.40%2026-03-312026-04-20

IGSB ISHARES TR13.9K shares-5.49%2026-03-312026-04-20

Sponsored

DRAFTKINGS INC NEW DRAFTKINGS INC NEW33.5K shares0.00%2026-03-312026-04-20

EEM ISHARES TR12.6K shares-0.15%2026-03-312026-04-20

DVY ISHARES TR4.4K shares-2.68%2026-03-312026-04-20

PANW PALO ALTO NETWORKS INC3.9K shares0.18%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC4.1K shares5.23%2026-03-312026-04-20

VGT VANGUARD WORLD FD859 shares-28.71%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION598 shares15.44%2026-03-312026-04-20

LQD ISHARES TR5.4K shares-7.25%2026-03-312026-04-20

Sponsored

APPN APPIAN CORP24.5K shares-1.21%2026-03-312026-04-20

META META PLATFORMS INC1.0K shares-1.83%2026-03-312026-04-20

SCHV SCHWAB STRATEGIC TR18.8K shares-1.35%2026-03-312026-04-20

WMT WALMART INC4.6K shares7.61%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR913 shares-22.50%2026-03-312026-04-20

TSLA TESLA INC1.4K shares13.26%2026-03-312026-04-20

BROADCOM INC BROADCOM INC1.7K shares-5.51%2026-03-312026-04-20

V VISA INC1.7K shares1.77%2026-03-312026-04-20

Sponsored

GSLC GOLDMAN SACHS ETF TR3.9K shares0.00%2026-03-312026-04-20

SO SOUTHERN CO5.0K shares12.08%2026-03-312026-04-20

SHY ISHARES TR5.5K shares-8.31%2026-03-312026-04-20

WTW WILLIS TOWERS WATSON PLC LTD1.6K shares0.19%2026-03-312026-04-20

CSCO CISCO SYS INC5.7K shares0.26%2026-03-312026-04-20

SCHH SCHWAB STRATEGIC TR19.7K shares3.61%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR3.1K shares-1.09%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO1.4K shares39.56%2026-03-312026-04-20

Sponsored

DFAR DIMENSIONAL ETF TRUST16.5K shares-15.62%2026-03-312026-04-20

ORCL ORACLE CORP2.6K shares7.89%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F5.0K shares-1.05%2026-03-312026-04-20

VBK VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-20

CAT CATERPILLAR INC457 shares18.70%2026-03-312026-04-20

MCD MCDONALDS CORP1.0K shares12.47%2026-03-312026-04-20

TFC TRUIST FINL CORP6.8K shares-0.25%2026-03-312026-04-20

ABBV ABBVIE INC1.4K shares0.07%2026-03-312026-04-20

Sponsored

VCSH VANGUARD SCOTTSDALE FDS3.8K shares0.00%2026-03-312026-04-20

DFAW DIMENSIONAL ETF TRUST4.0K shares0.00%2026-03-312026-04-20

IWP ISHARES TR2.3K sharesnew addition2026-03-312026-04-20

AVGE AMERICAN CENTY ETF TR3.3K shares11.71%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE994 shares6.54%2026-03-312026-04-20

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-20

TLT ISHARES TR3.1K shares0.16%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC799 sharesnew addition2026-03-312026-04-20

Sponsored

IEFA ISHARES TR2.9K shares18.70%2026-03-312026-04-20

EFG ISHARES TR2.4K shares0.00%2026-03-312026-04-20

SKYY FIRST TR EXCHANGE-TRADED FD2.4K shares-3.97%2026-03-312026-04-20

NEE NEXTERA ENERGY INC2.8K sharesnew addition2026-03-312026-04-20

DIS DISNEY WALT CO2.6K shares19.04%2026-03-312026-04-20

GEV GE VERNOVA INC292 sharesnew addition2026-03-312026-04-20

EFA ISHARES TR2.6K shares0.77%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR8.7K shares1.82%2026-03-312026-04-20

Sponsored

JNJ JOHNSON & JOHNSON1.0K sharesnew addition2026-03-312026-04-20

MUB ISHARES TR2.4K shares0.21%2026-03-312026-04-20

NFLX NETFLIX INC.2.6K shares-7.19%2026-03-312026-04-20

PG PROCTER & GAMBLE CO1.7K shares18.60%2026-03-312026-04-20

D DOMINION ENERGY INC3.9K sharesnew addition2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC2.1K shares-3.48%2026-03-312026-04-20

LLY ELI LILLY & CO251 shares24.88%2026-03-312026-04-20

HON HONEYWELL INTL INC1.0K sharesnew addition2026-03-312026-04-20

Sponsored

DFLV DIMENSIONAL ETF TRUST6.1K shares0.00%2026-03-312026-04-20

BBAG J P MORGAN EXCHANGE TRADED F4.7K shares-2.58%2026-03-312026-04-20

BAC BANK AMERICA CORP4.4K sharesnew addition2026-03-312026-04-20

HD HOME DEPOT INC644 sharesnew addition2026-03-312026-04-20

VV VANGUARD INDEX FDS698 shares0.00%2026-03-312026-04-20

T AT&T INC7.2K sharesnew addition2026-03-312026-04-20

IWR ISHARES TR2.1K shares0.00%2026-03-312026-04-20

SPSM SPDR SERIES TRUST4.3K sharesnew addition2026-03-312026-04-20

Sponsored

VWO VANGUARD INTL EQUITY INDEX F3.8K sharesnew addition2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR2.3K sharesnew addition2026-03-312026-04-20

DFAU

DIMENSIONAL ETF TRUST

-0.69%

Shares847.4K

Event2026-03-31

Filed2026-04-20

AVUV

AMERICAN CENTY ETF TR

6.96%

Shares260.3K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

0.32%

Shares345.7K

Event2026-03-31

Filed2026-04-20

DFAI

DIMENSIONAL ETF TRUST

10.92%

Shares634.0K

Event2026-03-31

Filed2026-04-20

VUSB

VANGUARD BD INDEX FDS

2.40%

Shares494.5K

Event2026-03-31

Filed2026-04-20

AVLV

AMERICAN CENTY ETF TR

8.72%

Shares263.9K

Event2026-03-31

Filed2026-04-20

BIV

VANGUARD BD INDEX FDS

43.58%

Shares254.1K

Event2026-03-31

Filed2026-04-20

AVEM

AMERICAN CENTY ETF TR

4.95%

Shares237.6K

Event2026-03-31

Filed2026-04-20

DFIV

DIMENSIONAL ETF TRUST

4.95%

Shares288.8K

Event2026-03-31

Filed2026-04-20

AVUS

AMERICAN CENTY ETF TR

2.07%

Shares132.1K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

-0.08%

Shares217.3K

Event2026-03-31

Filed2026-04-20

SPTS

SPDR SERIES TRUST

47.00%

Shares470.6K

Event2026-03-31

Filed2026-04-20

AVDV

AMERICAN CENTY ETF TR

8.94%

Shares136.6K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

60.03%

Shares40.0K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.57%

Shares43.4K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

9.41%

Shares25.8K

Event2026-03-31

Filed2026-04-20

ISTB

ISHARES TR

7.31%

Shares220.2K

Event2026-03-31

Filed2026-04-20

QLTA

ISHARES TR

8.20%

Shares214.4K

Event2026-03-31

Filed2026-04-20

SCZ

ISHARES TR

2.21%

Shares116.2K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-5.87%

Shares15.1K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-0.25%

Shares28.4K

Event2026-03-31

Filed2026-04-20

AVIV

AMERICAN CENTY ETF TR

-1.83%

Shares107.5K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

0.37%

Shares31.3K

Event2026-03-31

Filed2026-04-20

VNQ

VANGUARD INDEX FDS

0.33%

Shares85.0K

Event2026-03-31

Filed2026-04-20

DFSD

DIMENSIONAL ETF TRUST

116.91%

Shares153.7K

Event2026-03-31

Filed2026-04-20

SPEM

SPDR INDEX SHS FDS

1.43%

Shares155.3K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

6.39%

Shares25.9K

Event2026-03-31

Filed2026-04-20

ITOT

ISHARES TR

-0.93%

Shares33.8K

Event2026-03-31

Filed2026-04-20

BSV

VANGUARD BD INDEX FDS

-0.18%

Shares61.4K

Event2026-03-31

Filed2026-04-20

REZ

ISHARES TR

2.84%

Shares56.5K

Event2026-03-31

Filed2026-04-20

SPYM

SPDR SERIES TRUST

0.80%

Shares59.9K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

-1.68%

Shares22.8K

Event2026-03-31

Filed2026-04-20

JPST

J P MORGAN EXCHANGE TRADED F

118.50%

Shares84.0K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

4.06%

Shares5.8K

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS

0.42%

Shares17.3K

Event2026-03-31

Filed2026-04-20

ISHG

ISHARES TR

27.26%

Shares45.6K

Event2026-03-31

Filed2026-04-20

GENERAL DYNAMICS CORP

1.45%

Shares9.8K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-4.31%

Shares8.9K

Event2026-03-31

Filed2026-04-20

XBIL

RBB FD INC

-6.50%

Shares64.9K

Event2026-03-31

Filed2026-04-20

SUB

ISHARES TR

0.00%

Shares29.9K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES TR

0.26%

Shares25.1K

Event2026-03-31

Filed2026-04-20

SLQD

ISHARES TR

-4.76%

Shares55.5K

Event2026-03-31

Filed2026-04-20

DFUV

DIMENSIONAL ETF TRUST

-0.46%

Shares55.5K

Event2026-03-31

Filed2026-04-20

IWV

ISHARES TR

-1.42%

Shares6.9K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

45.24%

Shares13.2K

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD WHITEHALL FDS

-3.39%

Shares15.3K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

2.73%

Shares10.2K

Event2026-03-31

Filed2026-04-20

AVDE

AMERICAN CENTY ETF TR

-3.62%

Shares22.7K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

4.73%

Shares6.5K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

3.26%

Shares6.3K

Event2026-03-31

Filed2026-04-20

SCHC

SCHWAB STRATEGIC TR

0.30%

Shares35.5K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

3.52%

Shares9.8K

Event2026-03-31

Filed2026-04-20

USRT

ISHARES TR

57.72%

Shares27.2K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

-7.75%

Shares15.7K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

-1.76%

Shares19.9K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

-6.45%

Shares6.2K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

1.16%

Shares7.9K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

-1.93%

Shares6.6K

Event2026-03-31

Filed2026-04-20

SCHB

SCHWAB STRATEGIC TR

-1.51%

Shares54.9K

Event2026-03-31

Filed2026-04-20

IBIT

ISHARES BITCOIN TRUST ETF

4.94%

Shares34.6K

Event2026-03-31

Filed2026-04-20

SHV

ISHARES TR

-7.86%

Shares11.9K

Event2026-03-31

Filed2026-04-20

SCHF

SCHWAB STRATEGIC TR

1.99%

Shares52.8K

Event2026-03-31

Filed2026-04-20

SPSB

SPDR SERIES TRUST

-2.01%

Shares40.8K

Event2026-03-31

Filed2026-04-20

EFV

ISHARES TR

-0.27%

Shares16.1K

Event2026-03-31

Filed2026-04-20

SCHA

SCHWAB STRATEGIC TR

-11.77%

Shares39.9K

Event2026-03-31

Filed2026-04-20

FVD

FIRST TR EXCHANGE-TRADED FD

-6.40%

Shares24.5K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

28.55%

Shares2.1K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-0.46%

Shares1.3K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS

0.79%

Shares3.8K

Event2026-03-31

Filed2026-04-20

SCHE

SCHWAB STRATEGIC TR

-0.22%

Shares24.2K

Event2026-03-31

Filed2026-04-20

VYMI

VANGUARD WHITEHALL FDS

0.40%

Shares7.8K

Event2026-03-31

Filed2026-04-20

IGSB

ISHARES TR

-5.49%

Shares13.9K

Event2026-03-31

Filed2026-04-20

DRAFTKINGS INC NEW

0.00%

Shares33.5K

Event2026-03-31

Filed2026-04-20

EEM

ISHARES TR

-0.15%

Shares12.6K

Event2026-03-31

Filed2026-04-20

DVY

ISHARES TR

-2.68%

Shares4.4K

Event2026-03-31

Filed2026-04-20

PANW

PALO ALTO NETWORKS INC

0.18%

Shares3.9K

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INC

5.23%

Shares4.1K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

-28.71%

Shares859

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

15.44%

Shares598

Event2026-03-31

Filed2026-04-20

LQD

ISHARES TR

-7.25%

Shares5.4K

Event2026-03-31

Filed2026-04-20

APPN

APPIAN CORP

-1.21%

Shares24.5K

Event2026-03-31

Filed2026-04-20