The Analysis of VANCE WEALTH, LLC's Holdings
Currently, VANCE WEALTH, LLC holds 116 types of securities in its portfolio with a total value $325.2M. In the most recent quarter, they have increased their positions in DFAC (+72.8K shares, valued at $2.8M), DUSB (+38.1K shares, valued at $1.9M), AAPL (+4.0K shares, valued at $1.0M); decreased their positions in VONG (-3.2K shares, valued at $382.0K), IWS (-2.3K shares, valued at $314.4K), IWP (-1.8K shares, valued at $252.1K); initiated new positions in MAR (+1.3K shares, valued at $330.5K), CAT (+497 shares, valued at $237.1K), IBB (+1.6K shares, valued at $224.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.8M shares4.17%2025-09-302025-11-14
DFAX DIMENSIONAL ETF TRUST1.1M shares0.01%2025-09-302025-11-14 VONG VANGUARD SCOTTSDALE FDS112.6K shares-2.74%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO86.9K shares0.03%2025-09-302025-11-14 AAPL APPLE INC42.7K shares10.38%2025-09-302025-11-14 DUHP DIMENSIONAL ETF TRUST244.6K shares3.01%2025-09-302025-11-14 DFAT DIMENSIONAL ETF TRUST157.6K shares1.09%2025-09-302025-11-14 QQQM INVESCO EXCH TRADED FD TR II33.7K shares1.27%2025-09-302025-11-14 IWP ISHARES TR46.1K shares-3.70%2025-09-302025-11-14 QQQ INVESCO QQQ TR10.3K shares-0.76%2025-09-302025-11-14 DFLV DIMENSIONAL ETF TRUST170.0K shares9.33%2025-09-302025-11-14 IWF ISHARES TR11.3K shares-0.79%2025-09-302025-11-14 VONV VANGUARD SCOTTSDALE FDS57.2K shares-4.61%2025-09-302025-11-14 IEMG ISHARES INC71.4K shares-2.52%2025-09-302025-11-14 TSLA TESLA INC9.9K shares-3.55%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL8.6K shares0.46%2025-09-302025-11-14 NVDA NVIDIA CORPORATION23.0K shares-2.71%2025-09-302025-11-14 IWO ISHARES TR11.9K shares6.42%2025-09-302025-11-14 VIGI VANGUARD WHITEHALL FDS41.9K shares16.59%2025-09-302025-11-14 EFV ISHARES TR53.9K shares-4.12%2025-09-302025-11-14 IWS ISHARES TR25.7K shares-8.05%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON19.4K shares-0.82%2025-09-302025-11-14 AMZN AMAZON COM INC14.9K shares1.68%2025-09-302025-11-14 IVLU ISHARES TR88.4K shares-0.31%2025-09-302025-11-14 DFIV DIMENSIONAL ETF TRUST65.3K shares25.06%2025-09-302025-11-14 DFAE DIMENSIONAL ETF TRUST92.6K shares38.26%2025-09-302025-11-14 DUSB DIMENSIONAL ETF TRUST57.4K shares197.47%2025-09-302025-11-14 SPYV SPDR SERIES TRUST50.9K shares-3.89%2025-09-302025-11-14 META META PLATFORMS INC3.8K shares5.59%2025-09-302025-11-14 SPYG SPDR SERIES TRUST26.2K shares-1.84%2025-09-302025-11-14 MSFT MICROSOFT CORP5.3K shares6.45%2025-09-302025-11-14 BITB BITWISE BITCOIN ETF TR43.1K shares12.95%2025-09-302025-11-14 EFG ISHARES TR21.4K shares-4.61%2025-09-302025-11-14 IWN ISHARES TR13.7K shares-2.80%2025-09-302025-11-14 DFSV DIMENSIONAL ETF TRUST75.7K shares7.77%2025-09-302025-11-14 IJK ISHARES TR24.9K shares-3.07%2025-09-302025-11-14 SCZ ISHARES TR30.9K shares-3.04%2025-09-302025-11-14 MDT MEDTRONIC PLC24.2K shares-0.75%2025-09-302025-11-14 IJJ ISHARES TR17.7K shares-4.68%2025-09-302025-11-14 EEM ISHARES TR42.7K shares-3.62%2025-09-302025-11-14 VBR VANGUARD INDEX FDS8.8K shares-1.11%2025-09-302025-11-14 DFIS DIMENSIONAL ETF TRUST57.6K shares25.53%2025-09-302025-11-14 VSS VANGUARD INTL EQUITY INDEX F11.6K shares-1.09%2025-09-302025-11-14 GOOGL ALPHABET INC6.6K shares25.43%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-14 GOOG ALPHABET INC6.0K shares-6.24%2025-09-302025-11-14 EZBC FRANKLIN TEMPLETON DIGITAL H18.0K shares26.87%2025-09-302025-11-14 IWD ISHARES TR5.6K shares-2.58%2025-09-302025-11-14 AVEM AMERICAN CENTY ETF TR14.0K shares-3.18%2025-09-302025-11-14 NFLX NETFLIX INC869 shares-3.01%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.3.3K shares-2.74%2025-09-302025-11-14 VTWG VANGUARD SCOTTSDALE FDS4.4K shares0.34%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC9.9K shares-19.69%2025-09-302025-11-14 CBRE CBRE GROUP INC6.1K shares-14.48%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW988 shares-9.02%2025-09-302025-11-14 SLYG SPDR SERIES TRUST8.9K shares-0.03%2025-09-302025-11-14 EQIX EQUINIX INC1.0K shares0.00%2025-09-302025-11-14 XOM EXXON MOBIL CORP6.7K shares3.88%2025-09-302025-11-14 INTU INTUIT1.1K shares-1.52%2025-09-302025-11-14 VUG VANGUARD INDEX FDS1.5K shares-0.59%2025-09-302025-11-14 VOT VANGUARD INDEX FDS2.4K shares-1.21%2025-09-302025-11-14 BAC BANK AMERICA CORP13.0K shares-1.07%2025-09-302025-11-14 DIS DISNEY WALT CO5.7K shares-9.40%2025-09-302025-11-14 BCAL CALIFORNIA BANCORP37.6K shares0.00%2025-09-302025-11-14 CVX CHEVRON CORP NEW3.6K shares1.28%2025-09-302025-11-14 DFUS DIMENSIONAL ETF TRUST7.6K shares55.07%2025-09-302025-11-14 BIV VANGUARD BD INDEX FDS6.4K shares1.41%2025-09-302025-11-14 SHOP SHOPIFY INC3.3K shares-24.91%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR735 shares0.55%2025-09-302025-11-14 ABT ABBOTT LABS3.6K shares1.86%2025-09-302025-11-14 V VISA INC1.4K shares5.74%2025-09-302025-11-14 WMT WALMART INC4.6K shares2.96%2025-09-302025-11-14 SRE SEMPRA5.0K shares0.14%2025-09-302025-11-14 SMMT SUMMIT THERAPEUTICS INC19.9K shares-0.06%2025-09-302025-11-14 EFA ISHARES TR4.3K shares0.00%2025-09-302025-11-14 ISCF ISHARES TR9.7K shares-0.89%2025-09-302025-11-14 VEU VANGUARD INTL EQUITY INDEX F5.6K shares-6.74%2025-09-302025-11-14 GLD SPDR GOLD TR1.1K shares0.00%2025-09-302025-11-14 AVGO BROADCOM INC1.2K shares1.87%2025-09-302025-11-14 DOL WISDOMTREE TR6.2K shares0.00%2025-09-302025-11-14 VTWV VANGUARD SCOTTSDALE FDS2.4K shares-2.67%2025-09-302025-11-14 LLY ELI LILLY & CO494 shares8.57%2025-09-302025-11-14 NSC NORFOLK SOUTHN CORP1.2K shares-1.05%2025-09-302025-11-14 VTI VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-14 AVUV AMERICAN CENTY ETF TR3.6K shares-0.53%2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS4.5K shares1.59%2025-09-302025-11-14 O REALTY INCOME CORP5.6K shares0.00%2025-09-302025-11-14 MAR MARRIOTT INTL INC NEW1.3K sharesnew addition2025-09-302025-11-14 IAU ISHARES GOLD TR4.5K shares-0.22%2025-09-302025-11-14 DE DEERE & CO709 shares-2.74%2025-09-302025-11-14 PYPL PAYPAL HLDGS INC4.8K shares-24.26%2025-09-302025-11-14 TXN TEXAS INSTRS INC1.7K shares1.64%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC1.9K shares28.51%2025-09-302025-11-14 NEAR ISHARES U S ETF TR5.8K shares1.58%2025-09-302025-11-14 ARKG ARK ETF TR10.7K shares3.50%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS1.3K shares0.00%2025-09-302025-11-14 HD HOME DEPOT INC690 shares3.45%2025-09-302025-11-14 COP CONOCOPHILLIPS3.0K shares7.82%2025-09-302025-11-14 MA MASTERCARD INCORPORATED466 shares-1.06%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO791 shares5.75%2025-09-302025-11-14 DFIC DIMENSIONAL ETF TRUST8.0K shares-0.10%2025-09-302025-11-14 DES WISDOMTREE TR7.7K shares0.00%2025-09-302025-11-14 AVUS AMERICAN CENTY ETF TR2.3K shares-4.46%2025-09-302025-11-14 UPS UNITED PARCEL SERVICE INC2.9K shares-0.55%2025-09-302025-11-14 PEP PEPSICO INC1.7K shares-2.96%2025-09-302025-11-14 VXF VANGUARD INDEX FDS1.1K shares-4.29%2025-09-302025-11-14 CAT CATERPILLAR INC497 sharesnew addition2025-09-302025-11-14 SPEM SPDR INDEX SHS FDS5.0K shares-6.83%2025-09-302025-11-14 IBB ISHARES TR1.6K sharesnew addition2025-09-302025-11-14 ORCL ORACLE CORP793 sharesnew addition2025-09-302025-11-14 MDYV SPDR SERIES TRUST2.7K shares-3.14%2025-09-302025-11-14 ETN EATON CORP PLC591 shares0.51%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC1.3K sharesnew addition2025-09-302025-11-14 RTX RTX CORPORATION1.3K shares-22.28%2025-09-302025-11-14 FSCO FS CREDIT OPPORTUNITIES CORP21.2K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available