13F Insight
DOSSIER · 13F-HR · Q2 2026

VANCE WEALTH, LLC

$444M in tracked AUM across 137 positions as of Q2 2026.

VW
CIK 0001910854 · last filed Jun 30, 2026
Total AUM
$444M
as of Q2 2026
Holdings
137
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

VANCE WEALTH, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$89M2.0M20.1%02
DFAX
DIMENSIONAL ETF TRUST
$41M1.1M9.2%03
PYLD
PIMCO ETF TR
$25M944K5.6%04
VONG
VANGUARD SCOTTSDALE FDS
$17M130K3.7%05
AAPL
APPLE INC
$13M45K2.9%06
MINT
PIMCO ETF TR
$12M120K2.7%07
DFAT
DIMENSIONAL ETF TRUST
$12M167K2.6%08
PG
PROCTER & GAMBLE CO
$11M77K2.5%09
DUHP
DIMENSIONAL ETF TRUST
$11M260K2.4%10
QQQM
INVESCO EXCH TRADED FD TR II
$10M34K2.3%

Filing history

2026Q2Jun 30
$444M▲ 28.2%
137 positionsView →2026Q1Mar 31
$346M▲ 2.8%
118 positionsView →2025Q4Dec 31
$337M▲ 3.5%
116 positionsView →2025Q3Sep 30
$325M▲ 9.7%
116 positionsView →2025Q2Jun 30
$296M▲ 11.4%
118 positionsLocked2025Q1Mar 31
$266M▲ 2.7%
104 positionsLocked2024Q4Dec 31
$259M▼ 2.0%
101 positionsLocked2024Q3Sep 30
$264M▲ 8.5%
100 positionsLocked2024Q2Jun 30
$244M▼ 3.0%
90 positionsLocked2024Q1Mar 31
$251M▲ 8.9%
94 positionsLocked2023Q4Dec 31
$230M▲ 7.8%
83 positionsLocked2023Q3Sep 30
$214M▼ 2.7%
80 positionsLocked
Showing 12 of 19