VANCE WEALTH, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$325.2B
Holdings
116
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DFICDIMENSIONAL ETF TRUST | 7,958 | $260.9M | 0.08% | |
| 102 | DESWISDOMTREE TR | 7,728 | $260.3M | 0.08% | |
| 103 | AVUSAMERICAN CENTY ETF TR | 2,270 | $246.7M | 0.08% | |
| 104 | UPSUNITED PARCEL SERVICE INC | 2,873 | $240.0M | 0.07% | |
| 105 | PEPPEPSICO INC | 1,702 | $239.0M | 0.07% | |
| 106 | VXFVANGUARD INDEX FDS | 1,138 | $238.2M | 0.07% | |
| 107 | CATCATERPILLAR INC | 497 | $237.1M | 0.07% | |
| 108 | SPEMSPDR INDEX SHS FDS | 4,954 | $231.9M | 0.07% | |
| 109 | IBBISHARES TR | 1,552 | $224.1M | 0.07% | |
| 110 | ORCLORACLE CORP | 793 | $223.0M | 0.07% | |
| 111 | MDYVSPDR SERIES TRUST | 2,653 | $221.3M | 0.07% | |
| 112 | ETNEATON CORP PLC | 591 | $221.2M | 0.07% | |
| 113 | MUMICRON TECHNOLOGY INC | 1,308 | $218.9M | 0.07% | |
| 114 | RTXRTX CORPORATION | 1,252 | $209.6M | 0.06% | |
| 115 | FSCOFS CREDIT OPPORTUNITIES CORP | 21,195 | $146.5M | 0.05% | |
| 116 | LTRYWLOTTERY COM INC | 38,461 | $558K | 0.00% |
PreviousPage 2 of 2