DOSSIER · 13F-HR · Q2 2026
Fonville Wealth Management LLC
$612M in tracked AUM across 147 positions as of Q2 2026.
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CIK 0002008703 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Fonville Wealth Management LLC 13F Filing
Portfolio Overview
Fonville Wealth Management LLC reported a substantial expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 193.2%, rising from $166.81M to $489.10M. This significant increase indicates either substantial net capital inflows from clients or a marked appreciation in existing asset values, likely driven by the robust equity mar...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.