Fonville Wealth Management LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$394.9B
Holdings
123
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (123 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SKYYFIRST TR EXCHANGE TRADED FD | 2,517 | $306.2M | 0.08% | |
| 102 | VBKVANGUARD INDEX FDS | 1,105 | $306.0M | 0.08% | |
| 103 | TFCTRUIST FINL CORP | 6,841 | $294.1M | 0.07% | |
| 104 | BBAGJ P MORGAN EXCHANGE TRADED F | 5,817 | $268.6M | 0.07% | |
| 105 | EFGISHARES TR | 2,375 | $266.0M | 0.07% | |
| 106 | DISDISNEY WALT CO | 2,135 | $264.8M | 0.07% | |
| 107 | NDQINVESCO QQQ TR | 464 | $255.8M | 0.06% | |
| 108 | DFAWDIMENSIONAL ETF TRUST | 3,812 | $255.7M | 0.06% | |
| 109 | ABBVABBVIE INC | 1,365 | $253.4M | 0.06% | |
| 110 | MUBISHARES TR | 2,338 | $244.3M | 0.06% | |
| 111 | BILSSPDR SERIES TRUST | 2,445 | $243.1M | 0.06% | |
| 112 | JPMJPMORGAN CHASE & CO. | 831 | $241.0M | 0.06% | |
| 113 | YELPYELP INC | 6,936 | $237.7M | 0.06% | |
| 114 | EFAISHARES TR | 2,611 | $233.4M | 0.06% | |
| 115 | PGPROCTER AND GAMBLE CO | 1,458 | $232.2M | 0.06% | |
| 116 | VTEBVANGUARD MUN BD FDS | 4,703 | $230.6M | 0.06% | |
| 117 | LDOSLEIDOS HOLDINGS INC | 1,375 | $216.9M | 0.05% | |
| 118 | GEGE AEROSPACE | 842 | $216.7M | 0.05% | |
| 119 | VDCVANGUARD WORLD FD | 964 | $211.1M | 0.05% | |
| 120 | AVGEAMERICAN CENTY ETF TR | 2,723 | $211.0M | 0.05% | |
| 121 | SCHGSCHWAB STRATEGIC TR | 7,156 | $209.0M | 0.05% | |
| 122 | BACVERIZON COMMUNICATIONS INC | 4,789 | $207.2M | 0.05% | |
| 123 | MORNMORNINGSTAR INC | 646 | $202.8M | 0.05% |
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