Vance Wealth, Inc. Top Holdings and 13F Report (2025) About Vance Wealth, Inc.Investment ActivityVance Wealth, Inc. has $258.98 million in total holdings as of December 31, 2024.Vance Wealth, Inc. owns shares of 101 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 1.10% of the portfolio was purchased this quarter.About 3.13% of the portfolio was sold this quarter.This quarter, Vance Wealth, Inc. has purchased 100 new stocks and bought additional shares in 33 stocks.Vance Wealth, Inc. sold shares of 55 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $56,423,916Dimensional World ex U.S. Core Equity 2 ETF $27,690,553Procter & Gamble $14,561,947Vanguard Russell 1000 Growth ETF $12,691,051Apple $9,316,877 Largest New Holdings this Quarter ProShares UltraShort S&P500 $428,806 HoldingBLOCK INC $257,432 HoldingHoneywell International $204,656 HoldingAmerican Express $203,894 Holding Largest Purchases this Quarter ProShares UltraShort S&P500 21,800 shares (about $428.81K)Dimensional World ex U.S. Core Equity 2 ETF 13,354 shares (about $331.98K)Dimensional International Value ETF 7,594 shares (about $269.44K)BLOCK INC 3,029 shares (about $257.43K)Alphabet 1,239 shares (about $235.97K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 38,188 shares (about $1.32M)Apple 2,385 shares (about $597.25K)Vanguard Russell 1000 Growth ETF 5,196 shares (about $536.75K)SPDR S&P 500 ETF Trust 887 shares (about $519.85K)Invesco QQQ 825 shares (about $421.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVance Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$56,423,916$1,320,923 ▼-2.3%1,631,22021.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$27,690,553$331,980 ▲1.2%1,113,86010.7%ETFPGProcter & Gamble$14,561,947$61,528 ▼-0.4%86,8595.6%Consumer StaplesVONGVanguard Russell 1000 Growth ETF$12,691,051$536,748 ▼-4.1%122,8564.9%ETFAAPLApple$9,316,877$597,252 ▼-6.0%37,2053.6%Computer and TechnologyVONVVanguard Russell 1000 Value$8,640,666$84,906 ▼-1.0%106,3473.3%ETFDFSVDimensional US Small Cap Value ETF$7,564,314$96,742 ▼-1.3%245,7542.9%ETFIWPiShares Russell Mid-Cap Growth ETF$6,819,949$340,199 ▼-4.8%53,8062.6%ETFQQQMInvesco NASDAQ 100 ETF$6,485,703$261,592 ▼-3.9%30,8182.5%ETFIWSiShares Russell Mid-Cap Value ETF$5,731,608$111,621 ▼-1.9%44,3142.2%ETFQQQInvesco QQQ$5,428,091$421,753 ▼-7.2%10,6182.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$4,110,497$75,406 ▼-1.8%78,7151.6%ETFBRK.BBerkshire Hathaway$3,820,725$6,346 ▼-0.2%8,4291.5%FinanceTSLATesla$3,797,211$335,583 ▼-8.1%9,4031.5%Auto/Tires/TrucksIWNiShares Russell 2000 Value ETF$3,640,008$46,461 ▼-1.3%22,1721.4%ETFEFViShares MSCI EAFE Value ETF$3,290,079$133,851 ▼-3.9%62,7041.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,175,641$74,767 ▼-2.3%62,0971.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$3,074,641$44,861 ▼-1.4%24,6051.2%ETFIWFiShares Russell 1000 Growth ETF$3,065,662$79,111 ▼-2.5%7,6341.2%ETFAMZNAmazon.com$2,808,492$141,072 ▼-4.8%12,8011.1%Retail/WholesaleJNJJohnson & Johnson$2,780,465$5,496 ▲0.2%19,2261.1%MedicalIWOiShares Russell 2000 Growth ETF$2,722,770$94,405 ▼-3.4%9,4601.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,625,134$124,642 ▼-4.5%29,8651.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$2,494,665$40,737 ▼-1.6%27,4351.0%ETFVIGIVanguard International Dividend Appreciation ETF$2,486,749$97,669 ▲4.1%31,0881.0%ETFEFGiShares MSCI EAFE Growth ETF$2,457,448$101,381 ▼-4.0%25,3790.9%ETFMDTMedtronic$2,340,723$2,636 ▲0.1%29,3030.9%MedicalIVLUiShares MSCI Intl Value Factor ETF$2,247,446$86,481 ▼-3.7%82,9010.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,193,014$94,648 ▼-4.1%36,0990.8%ETFNVDANVIDIA$2,158,310$144,228 ▼-6.3%16,0720.8%Computer and TechnologyVBRVanguard Small-Cap Value ETF$2,139,749$148,635 ▼-6.5%10,7970.8%ETFEEMiShares MSCI Emerging Markets ETF$2,097,064$194,212 ▼-8.5%50,1450.8%FinanceMETAMeta Platforms$1,885,358$113,590 ▼-5.7%3,2200.7%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$1,814,707$149,657 ▲9.0%71,5300.7%ETFDFIVDimensional International Value ETF$1,800,299$269,436 ▲17.6%50,7410.7%ETFMSFTMicrosoft$1,604,189$59,430 ▼-3.6%3,8060.6%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,346,080$5,739 ▲0.4%7,2710.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,336,211$76,015 ▼-5.4%11,6720.5%ETFBITWISE BITCOIN ETF TR$1,247,639$24,967 ▼-2.0%24,5360.5%SHS BEN INTCBRECBRE Group$1,122,004$3,282 ▼-0.3%8,5460.4%FinanceDFISDimensional International Small Cap ETF$1,038,173$133,335 ▲14.7%42,2790.4%ETFEQIXEquinix$972,1200.0%1,0310.4%FinanceGOOGAlphabet$919,488$235,966 ▲34.5%4,8280.4%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$896,633$39,664 ▼-4.2%9,9240.3%ETFDISWalt Disney$838,243$116,138 ▼-12.2%7,5280.3%Consumer DiscretionaryNFLXNetflix$794,226$12,479 ▼-1.5%8910.3%Consumer DiscretionaryCOSTCostco Wholesale$791,202$26,557 ▲3.5%8640.3%Retail/WholesaleJPMJPMorgan Chase & Co.$693,241$60,167 ▲9.5%2,8920.3%FinanceINTUIntuit$686,951$2,514 ▲0.4%1,0930.3%Computer and TechnologyBRK.ABerkshire Hathaway$680,9200.0%10.3%FinanceGOOGLAlphabet$673,061$128,139 ▲23.5%3,5560.3%Computer and TechnologyXOMExxon Mobil$657,037$17,211 ▼-2.6%6,1080.3%Oils/EnergyUBERUber Technologies$632,322$142,956 ▲29.2%10,4830.2%Computer and TechnologyBCALSouthern California Bancorp$622,450$55,392 ▼-8.2%37,6330.2%FinanceVUGVanguard Growth ETF$616,891$1,231 ▼-0.2%1,5030.2%ETFBACBank of America$596,039$63,199 ▼-9.6%13,5620.2%FinanceDFATDimensional U.S. Targeted Value ETF$582,974$146,328 ▼-20.1%10,4740.2%ETFPYPLPayPal$486,840$54,368 ▲12.6%5,7040.2%Computer and TechnologySRESempra$473,741$2,544 ▼-0.5%5,4010.2%UtilitiesSPYSPDR S&P 500 ETF Trust$473,553$519,853 ▼-52.3%8080.2%FinanceCVXChevron$466,510$82,845 ▼-15.1%3,2210.2%Oils/EnergyVTWVVanguard Russell 2000 Value ETF$461,884$8,387 ▲1.8%3,1940.2%ETFVTWGVanguard Russell 2000 Growth ETF$432,999$840 ▲0.2%2,0610.2%ETFSDSProShares UltraShort S&P500$428,806$428,806 ▲New Holding21,8000.2%ETFSHOPShopify$424,573$4,253 ▲1.0%3,9930.2%Computer and TechnologyABTAbbott Laboratories$410,367$4,977 ▲1.2%3,6280.2%MedicalUPSUnited Parcel Service$377,418$4,161 ▲1.1%2,9930.1%TransportationDEDeere & Company$368,619$8,050 ▲2.2%8700.1%Industrial ProductsWMTWalmart$365,709$64,505 ▼-15.0%4,0480.1%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$355,655$19,806 ▲5.9%6,1950.1%ETFSMMTSummit Therapeutics$355,044$196 ▲0.1%19,8960.1%MedicalVVisa$352,701$20,859 ▲6.3%1,1160.1%Business ServicesBIVVanguard Intermediate-Term Bond ETF$328,289$374 ▼-0.1%4,3930.1%ETFVTIVanguard Total Stock Market ETF$317,764$15,076 ▲5.0%1,0960.1%ETFTXNTexas Instruments$312,579$11,438 ▼-3.5%1,6670.1%Computer and TechnologyLLYEli Lilly and Company$304,940$42,460 ▼-12.2%3950.1%MedicalDOLWisdomTree International LargeCap Dividend Fund$304,0560.0%6,1500.1%FinanceORealty Income$300,4850.0%5,6260.1%FinanceNSCNorfolk Southern$286,569$2,112 ▲0.7%1,2210.1%TransportationPEPPepsiCo$276,901$2,129 ▲0.8%1,8210.1%Consumer StaplesDFUSDimensional U.S. Equity ETF$275,400$48,004 ▼-14.8%4,3200.1%ETFGLDSPDR Gold Shares$275,302$71,428 ▼-20.6%1,1370.1%FinanceBSVVanguard Short-Term Bond ETF$267,895$1,314 ▲0.5%3,4670.1%ETFDESWisdomTree U.S. SmallCap Dividend Fund$265,4570.0%7,7280.1%FinanceBLOCK INC$257,432$257,432 ▲New Holding3,0290.1%CL AAVGOBroadcom$256,647$60,974 ▼-19.2%1,1070.1%Computer and TechnologyCOPConocoPhillips$252,138$17,854 ▼-6.6%2,5420.1%Oils/EnergyNEARiShares Short Duration Bond Active ETF$239,320$758 ▲0.3%4,7390.1%ETFVIGVanguard Dividend Appreciation ETF$228,9250.0%1,1690.1%ETFTTDTrade Desk$227,982$6,346 ▼-2.7%1,9400.1%Computer and TechnologyVXFVanguard Extended Market ETF$225,8860.0%1,1890.1%ETFIAUiShares Gold Trust$221,508$297 ▼-0.1%4,4740.1%FinanceMDYVSPDR S&P 400 Mid Cap Value ETF$216,460$3,689 ▲1.7%2,6990.1%ETFHDHome Depot$214,723$8,169 ▼-3.7%5520.1%Retail/WholesaleHONHoneywell International$204,656$204,656 ▲New Holding9060.1%Multi-Sector ConglomeratesSPEMSPDR Portfolio Emerging Markets ETF$204,013$1,189 ▲0.6%5,3170.1%ETFAXPAmerican Express$203,894$203,894 ▲New Holding6870.1%FinanceUNHUnitedHealth Group$201,332$8,600 ▲4.5%3980.1%MedicalKVUEKenvue$201,032$1,943 ▲1.0%9,4160.1%Consumer StaplesFSCOFS Credit Opportunities$144,5500.0%21,1950.1%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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