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DOSSIER · 13F-HR · Q1 2026

Fonville Wealth Management LLC

$525M in tracked AUM across 138 positions as of Q1 2026.

FW
CIK 0002008703 · last filed Mar 31, 2026
Total AUM
$525M
as of Q1 2026
Holdings
138
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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