Vance Wealth, Inc. Top Holdings and 13F Report (2025) About Vance Wealth, Inc.Investment ActivityVance Wealth, Inc. has $296.46 million in total holdings as of June 30, 2025.Vance Wealth, Inc. owns shares of 118 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 6.60% of the portfolio was purchased this quarter.About 4.16% of the portfolio was sold this quarter.This quarter, Vance Wealth, Inc. has purchased 104 new stocks and bought additional shares in 46 stocks.Vance Wealth, Inc. sold shares of 44 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $62,647,682Dimensional World ex U.S. Core Equity 2 ETF $32,533,242Procter & Gamble $13,844,437Vanguard Russell 1000 Growth ETF $12,647,204Dimensional US High Profitability ETF $8,444,976 Largest New Holdings this Quarter 025072604 - Avantis Emerging Markets Equity ETF $987,867 Holding922908538 - Vanguard Mid-Cap Growth ETF $680,545 Holding464288117 - iShares International Treasury Bond ETF $667,662 Holding464287465 - iShares MSCI EAFE ETF $388,847 Holding46434V266 - iShares International Small Cap Equity Factor ETF $379,442 Holding Largest Purchases this Quarter Dimensional US Large Cap Value ETF 101,410 shares (about $3.15M)Dimensional U.S. Core Equity 2 ETF 67,532 shares (about $2.42M)iShares Russell 1000 Growth ETF 5,009 shares (about $2.13M)Avantis Emerging Markets Equity ETF 14,413 shares (about $987.87K)Dimensional US High Profitability ETF 24,113 shares (about $857.46K) Largest Sales this Quarter Vanguard Russell 1000 Value ETF 27,720 shares (about $2.36M)Vanguard Russell 1000 Growth ETF 14,136 shares (about $1.54M)iShares Russell Mid-Cap Value ETF 11,034 shares (about $1.46M)iShares Russell Mid-Cap Growth ETF 8,059 shares (about $1.12M)iShares Russell 2000 Value ETF 5,769 shares (about $910.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVance Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$62,647,682$2,420,347 ▲4.0%1,747,98221.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$32,533,242$389,476 ▲1.2%1,107,70311.0%ETFPGProcter & Gamble$13,844,437$10,674 ▲0.1%86,8974.7%Consumer StaplesVONGVanguard Russell 1000 Growth ETF$12,647,204$1,543,650 ▼-10.9%115,8174.3%ETFDUHPDimensional US High Profitability ETF$8,444,976$857,459 ▲11.3%237,4852.8%ETFDFATDimensional U.S. Targeted Value ETF$8,410,851$798,662 ▲10.5%155,8722.8%ETFAAPLApple$7,929,330$188,960 ▲2.4%38,6482.7%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$7,549,279$644,512 ▲9.3%33,2422.5%ETFIWPiShares Russell Mid-Cap Growth ETF$6,640,069$1,117,611 ▼-14.4%47,8812.2%ETFQQQInvesco QQQ$5,751,789$24,823 ▼-0.4%10,4271.9%FinanceVONVVanguard Russell 1000 Value ETF$5,110,400$2,362,028 ▼-31.6%59,9741.7%ETFIWFiShares Russell 1000 Growth ETF$4,839,194$2,126,647 ▲78.4%11,3981.6%ETFDFLVDimensional US Large Cap Value ETF$4,822,788$3,145,748 ▲187.6%155,4731.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,398,696$109,315 ▼-2.4%73,2751.5%ETFBRK.BBerkshire Hathaway$4,136,362$13,116 ▼-0.3%8,5151.4%FinanceNVDANVIDIA$3,741,366$499,565 ▲15.4%23,6811.3%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$3,696,075$1,458,028 ▼-28.3%27,9711.2%ETFEFViShares MSCI EAFE Value ETF$3,571,512$112,169 ▼-3.0%56,2621.2%ETFTSLATesla$3,262,700$118,170 ▲3.8%10,2711.1%Auto/Tires/TrucksVIGIVanguard International Dividend Appreciation ETF$3,238,451$126,528 ▲4.1%35,9351.1%ETFAMZNAmazon.com$3,204,139$282,350 ▲9.7%14,6051.1%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$3,190,199$192,098 ▲6.4%11,1601.1%ETFJNJJohnson & Johnson$2,983,513$6,416 ▼-0.2%19,5321.0%MedicalIVLUiShares MSCI Intl Value Factor ETF$2,916,751$244,208 ▲9.1%88,6821.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,770,252$241,497 ▼-8.0%52,9280.9%ETFMETAMeta Platforms$2,627,853$50,195 ▼-1.9%3,5600.9%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$2,542,852$226,385 ▼-8.2%26,6770.9%ETFEFGiShares MSCI EAFE Growth ETF$2,512,816$157,695 ▼-5.9%22,4360.8%ETFMSFTMicrosoft$2,459,834$307,417 ▲14.3%4,9450.8%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$2,341,825$104,809 ▼-4.3%25,7400.8%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,316,893$166,583 ▼-6.7%31,8780.8%ETFIJJiShares S&P Mid-Cap 400 Value ETF$2,300,812$491,601 ▼-17.6%18,6180.8%ETFDFIVDimensional International Value ETF$2,237,678$447,313 ▼-16.7%52,2460.8%ETFBITWISE BITCOIN ETF TR$2,234,599$56,890 ▲2.6%38,1400.8%SHS BEN INTIWNiShares Russell 2000 Value ETF$2,228,834$910,118 ▼-29.0%14,1280.8%ETFEEMiShares MSCI Emerging Markets ETF$2,138,817$133,287 ▼-5.9%44,3370.7%FinanceMDTMedtronic$2,122,502$4,794 ▼-0.2%24,3490.7%MedicalDFSVDimensional US Small Cap Value ETF$2,067,457$116,808 ▼-5.3%70,2500.7%ETFDFAEDimensional Emerging Core Equity Market ETF$1,939,227$715,185 ▼-26.9%66,9850.7%ETFVBRVanguard Small-Cap Value ETF$1,734,809$179,019 ▼-9.4%8,8960.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,576,529$49,993 ▲3.3%11,7310.5%ETFBRK.ABerkshire Hathaway$1,457,6000.0%20.5%FinanceDFISDimensional International Small Cap ETF$1,370,327$210,762 ▼-13.3%45,9220.5%ETFNFLXNetflix$1,199,950$56,248 ▲4.9%8960.4%Consumer DiscretionaryUBERUber Technologies$1,151,786$44,971 ▲4.1%12,3450.4%Computer and TechnologyGOOGAlphabet$1,137,149$90,298 ▲8.6%6,4100.4%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,115,851$34,767 ▼-3.0%5,7450.4%ETFCOSTCostco Wholesale$1,074,731$130,630 ▲13.8%1,0860.4%Retail/WholesaleCBRECBRE Group$991,629$2,943 ▲0.3%7,0770.3%FinanceAVEMAvantis Emerging Markets Equity ETF$987,867$987,867 ▲New Holding14,4130.3%ETFJPMJPMorgan Chase & Co.$982,795$11,306 ▲1.2%3,3900.3%FinanceDIMENSIONAL ETF TRUST$978,674$85,768 ▼-8.1%19,2840.3%ULTRASHORT FIXEDGOOGLAlphabet$930,790$77,713 ▲9.1%5,2820.3%Computer and TechnologyVTWGVanguard Russell 2000 Growth ETF$924,256$380,208 ▲69.9%4,4340.3%ETFFRANKLIN TEMPLETON DIGITAL H$886,382$168,475 ▲23.5%14,2000.3%BITCOIN ETF SHSINTUIntuit$878,995$12,602 ▲1.5%1,1160.3%Computer and TechnologyEQIXEquinix$823,311$3,182 ▲0.4%1,0350.3%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$791,206$91,590 ▼-10.4%8,9150.3%ETFDISWalt Disney$782,007$146,952 ▼-15.8%6,3060.3%Consumer DiscretionaryXOMExxon Mobil$700,268$14,661 ▲2.1%6,4960.2%EnergyVOTVanguard Mid-Cap Growth ETF$680,545$680,545 ▲New Holding2,3930.2%ETFIGOViShares International Treasury Bond ETF$667,662$667,662 ▲New Holding15,4910.2%ETFVUGVanguard Growth ETF$665,730$33,308 ▲5.3%1,5190.2%ETFBACBank of America$623,725$18,266 ▼-2.8%13,1810.2%FinanceBCALCalifornia BanCorp$593,0960.0%37,6330.2%FinanceSHOPShopify$513,074$52,599 ▲11.4%4,4480.2%Computer and TechnologyCVXChevron$513,031$27,778 ▲5.7%3,5830.2%EnergyBIVVanguard Intermediate-Term Bond ETF$487,629$27,301 ▼-5.3%6,3050.2%ETFABTAbbott Laboratories$482,024$2,720 ▲0.6%3,5440.2%MedicalPYPLPayPal$470,241$149 ▼0.0%6,3270.2%Business ServicesVVisa$463,695$3,195 ▼-0.7%1,3060.2%Business ServicesSPYSPDR S&P 500 ETF Trust$451,648$35,835 ▼-7.4%7310.2%FinanceWMTWalmart$433,038$14,275 ▲3.4%4,4290.1%Retail/WholesaleSMMTSummit Therapeutics$423,791$170 ▲0.0%19,9150.1%MedicalVEUVanguard FTSE All-World ex-US ETF$402,043$26,485 ▼-6.2%5,9810.1%ETFEFAiShares MSCI EAFE ETF$388,847$388,847 ▲New Holding4,3500.1%FinanceSRESempra Energy$381,500$303 ▲0.1%5,0350.1%UtilitiesISCFiShares International Small Cap Equity Factor ETF$379,442$379,442 ▲New Holding9,7870.1%ETFDEDeere & Company$370,690$90,511 ▼-19.6%7290.1%IndustrialsDOLWisdomTree International LargeCap Dividend Fund$366,3370.0%6,1500.1%FinanceTXNTexas Instruments$355,238$7,059 ▼-1.9%1,7110.1%Computer and TechnologyLLYEli Lilly and Company$354,878$42,897 ▲13.8%4550.1%MedicalVTWVVanguard Russell 2000 Value ETF$349,116$68,571 ▼-16.4%2,5100.1%ETFBSVVanguard Short-Term Bond ETF$345,887$54,618 ▼-13.6%4,3950.1%ETFGLDSPDR Gold Shares$340,8000.0%1,1180.1%FinanceVTIVanguard Total Stock Market ETF$334,957$30,699 ▼-8.4%1,1020.1%ETFDFUSDimensional U.S. Equity ETF$329,671$42,021 ▲14.6%4,9190.1%ETFAVUVAvantis U.S. Small Cap Value ETF$329,418$329,418 ▲New Holding3,6160.1%ETFAVGOBroadcom$324,165$324,165 ▲New Holding1,1760.1%Computer and TechnologyORealty Income$324,1140.0%5,6260.1%FinanceNSCNorfolk Southern$317,147$1,280 ▼-0.4%1,2390.1%TransportationUPSUnited Parcel Service$291,615$7,470 ▲2.6%2,8890.1%TransportationNEARiShares Short Duration Bond Active ETF$290,810$57,385 ▼-16.5%5,6910.1%ETFIAUiShares Gold Trust$281,242$561 ▼-0.2%4,5100.1%FinanceVIGVanguard Dividend Appreciation ETF$270,369$31,110 ▲13.0%1,3210.1%ETFMAMastercard$264,674$41,022 ▲18.3%4710.1%Business ServicesUSIGiShares Broad USD Investment Grade Corporate Bond ETF$253,188$253,188 ▲New Holding4,9220.1%ManufacturingARKGARK Genomic Revolution ETF$251,0170.0%10,3090.1%ETFBLOCK INC$250,773$250,773 ▲New Holding3,6920.1%CL ADFICDimensional International Core Equity 2 ETF$247,651$8,674 ▲3.6%7,9660.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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