account_balance

Investment manager · 13F filer · SEC CIK 1910854

Vance Wealth, LLC

Reported value$444Mas of Jun 30, 2026

Positions137 20 new, 1 sold out

Top 10 weight54.2%DFAC alone is 20%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

DFACDimensional ETF Trust

20.1%Added +2%

DFAXDimensional ETF Trust

9.2%

PYLDPimco ETF Tr

5.6%New

VONGVanguard Scottsdale FDS

3.7%Added +3%

AAPLApple Inc.

2.9%

MINTPimco ETF Tr

2.7%+4713%

DFATDimensional ETF Trust

2.6%

PGProcter & Gamble Co

2.5%−8%

DUHPDimensional ETF Trust

2.4%

QQQMInvesco Exch Traded Fd Tr II

2.3%

DFLVDimensional ETF Trust

2.1%Added +4%

QQQInvesco QQQ Tr

1.7%

DFACDimensional ETF Trust

20.1%Added +2%

DFAXDimensional ETF Trust

9.2%

PYLDPimco ETF Tr

5.6%

VONGVanguard Scottsdale FDS

3.7%

AAPL2.9%

MINT2.7%

DFAT2.6%

PG2.5%

DUHP

QQQM2.3%

DFLV2.1%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

DFAC Dimensional ETF Trust 20.1% Added +2%

DFAX Dimensional ETF Trust 9.2% Held

PYLD Pimco ETF Tr 5.6% New

VONG Vanguard Scottsdale FDS 3.7% Added +3%

AAPL Apple Inc. 2.9% Held

MINT Pimco ETF Tr 2.7% Added +4713%

DFAT Dimensional ETF Trust 2.6% Held

PG Procter & Gamble Co 2.5% Trimmed −8%

DUHP Dimensional ETF Trust 2.4% Held

QQQM Invesco Exch Traded Fd Tr II 2.3% Held

DFLV Dimensional ETF Trust 2.1% Added +4%

QQQ Invesco QQQ Tr 1.7% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

PYLD $25M
BILZ $4.97M
SPCX $561K
AMAT $509K

arrow_upwardAdded

MINT +4713%
MU +72%
MSFT +42%
DFIV +30%

arrow_downwardTrimmed

MDT −35%
BAC −22%
COST −13%
IJJ −13%

remove_circleSold out

DES $278K

Vance Wealth, LLC

Where the money is

Biggest moves since Mar 31, 2026

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