VANCE WEALTH, INC.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsanta clarita, CA
- CIK0001910854
- Alternate namesVANCE WEALTH, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
101 | $258.98M | DFAC, DFAX, PG, VONG | 13F-HR | Feb 13, 2025 | 000195175725000262 | ||
100 | $264.16M | DFAC, DFAX, PG, VONG | 13F-HR | Nov 8, 2024 | 000195175724001187 | ||
90 | $243.54M | DFAC, DFAX, PG, VONG | 13F-HR | Aug 2, 2024 | 000195175724000651 | ||
94 | $251.03M | DFAC, DFAX, PG, DFSV | 13F-HR | Apr 30, 2024 | 000195175724000425 | ||
83 | $230.49M | DFAC, DFAX, PG, DFSV | 13F-HR | Feb 5, 2024 | 000195175724000210 | ||
80 | $213.76M | DFAC, DFAX, PG, DFSV | 13F-HR | Nov 3, 2023 | 000195175723000683 | ||
81 | $219.64M | DFAC, DFAX, PG, DFSV | 13F-HR | Aug 2, 2023 | 000195175723000480 | ||
73 | $186.14M | DFAC, DFAX, QQQM, DFSV | 13F-HR | May 10, 2023 | 000195175723000279 | ||
74 | $160.32M | DFAC, DFAX, NETL, QQQM | 13F-HR | Jan 27, 2023 | 000195175723000078 | ||
65 | $130.11M | DFAC, DFAX, NETL, QQQM | 13F-HR | Oct 31, 2022 | 000195175722000002 | ||
62 | $129.32M | DFAC, DFAX, NETL, QQQM | 13F-HR | Aug 9, 2022 | 000191085422000003 | ||
56 | $79.03M | NETL, QQQM, NDQ, AAPL | 13F-HR | May 13, 2022 | 000191085422000002 | ||
61 | $101.92M | DFAC, NETL, DFAX, QQQM | 13F-HR | Feb 18, 2022 | 000191085422000001 |