account_balance

Investment manager · 13F filer · SEC CIK 2008703

Fonville Wealth Management LLC

Reported value$663Mas of Sep 30, 2026
Positions166 22 new, 3 sold out
Top 10 weight44.7%DFAU alone is 6%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAU Dimensional ETF Trust 6.5% Trimmed −2%
AVUV American Centy ETF Tr 5.1% Added +4%
DFAI Dimensional ETF Trust 5.0% Added +10%
VTI Vanguard Index FDS 4.7% Added +43%
AVLV American Centy ETF Tr 4.3% Added +6%
BIV Vanguard Bd Index FDS 4.2% Added +18%
BND Vanguard Bd Index FDS 4.2% Added +10%
VUSB Vanguard Bd Index FDS 4.0% Added +5%
AVEM American Centy ETF Tr 3.7% Added +4%
SPTS SPDR Series Trust 3.0% Added +22%
AVUS American Centy ETF Tr 2.7% Held
VUG Vanguard Index FDS 2.6% Added +10%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • DFAC $2.21M
  • KNSA $1.48M
  • COF $1.34M
  • DFIC $1.26M
arrow_upwardAdded
  • VTI +43%
  • VXUS +40%
  • DFSD +32%
  • JPST +30%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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