VANCE WEALTH, LLC
Q4 2025 13F Holdings
- Locationsanta clarita, CA
- Num holdings
116
- Value ($000)
$336,674
- Date Filed02/17/2026
- Form type13F-HR
- CIK0001910854
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $75.45M | 22 % | 1,905,792 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $37.02M | 11 % | 1,130,975 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $14.13M | 4 % | 116,042 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | $11.92M | 4 % | 83,173 | ||
APPLE INC | COM | 037833100 | $11.4M | 3 % | 41,927 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $9.76M | 3 % | 163,846 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.52M | 3 % | 250,263 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $8.27M | 3 % | 32,704 | ||
DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $6.79M | 2 % | 198,367 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.47M | 2 % | 10,529 |
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