VANCE WEALTH, LLC - Portfolio overview

VANCE WEALTH, LLC has 122 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 21.90%
2. DFAX - DIMENSIONAL ETF TRUST, 10.87%
3. VONG - VANGUARD SCOTTSDALE FDS, 3.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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