Fonville Wealth Management LLC - Portfolio overview

Fonville Wealth Management LLC has 144 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 7.20%
2. AVUV - AMERICAN CENTY ETF TR, 5.41%
3. BND - VANGUARD BD INDEX FDS, 4.79%

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

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