Fonville Wealth Management LLC Purchases in Q4 2025

Fonville Wealth Management LLC

  • $489 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
12.1K
+ 93.79%
$321.8 - $337.95 $3.89M - $4.09M
25K $8.37B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
45.7K
+ 34.81%
$77.73 - $78.84 $3.55M - $3.6M
177K $13.8B
AVUV
American Centy ETF Tr Avantis

ETFs
24.7K
+ 11.32%
$95.19 - $100.66 $2.36M - $2.49M
243K $24.8B
SPTS
Spdr Portfolio Short Term Trea

ETFs
96.9K
+ 43.38%
$29.23 - $29.39 $2.83M - $2.85M
320K $9.37B
DFAI
Dimensional ETF Tr

ETFs
49.2K
+ 9.43%
$35.82 - $37.52 $1.76M - $1.85M
572K $21.8B
AVLV
American Centy ETF Tr Avantis
24.1K
+ 11.05%
$70.14 - $73.74 $1.69M - $1.78M
243K $18.4B
DFSD
Dimensional ETF Tr Short Durat

ETFs
41.9K
+ 144.36%
$48.17 - $48.5 $2.02M - $2.03M
70.8K $3.4B
AVEM
American Centy ETF Tr Avantis

ETFs
20.6K
+ 10.01%
$73.09 - $78.36 $1.51M - $1.61M
226K $17.4B
AVDV
American Centy ETF Tr Avantis

ETFs
14.2K
+ 12.8%
$87.37 - $90.92 $1.24M - $1.29M
125K $11.8B
DFIV
Dimensional ETF Tr

ETFs
15.5K
+ 5.95%
$45.13 - $48.25 $697K - $746K
275K $13.7B
BND
Vanguard Bd Index Fd Inc Total

ETFs
23.2K
+ 7.23%
$74.09 - $75.1 $1.72M - $1.75M
345K $25.5B
DFAU
Dimensional ETF Tr

ETFs
15.6K
+ 1.87%
$44.77 - $47.01 $700K - $735K
853K $39.9B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
18K
+ 101.08%
$74.71 - $76.22 $1.35M - $1.37M
35.8K $2.7B
VEA
Vanguard Ftse Developed Market

ETFs
13K
+ 6.36%
$59.18 - $62.09 $769K - $807K
217K $13.6B
AVUS
American Centy ETF Tr Avantis

ETFs
7.28K
+ 5.96%
$105.96 - $111.17 $771K - $809K
129K $14.5B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22K
+ 133.27%
$50.57 - $50.77 $1.11M - $1.11M
38.4K $1.94B
VUG
Vanguard Growth ETF

ETFs
1.59K
+ 7.24%
$470.44 - $504.26 $748K - $802K
23.6K $11.5B
AAPL
Apple Inc.

Technology
1.21K
+ 4.04%
$245.27 - $275.25 $297K - $334K
31.2K $8.48B
AVIV
American Centy ETF Tr Avantis
5.81K
+ 5.61%
$66.39 - $70.06 $386K - $407K
109K $7.8B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.21K
+ 6.77%
$75.19 - $77.98 $542K - $562K
114K $8.82B
GOOG
Alphabet Inc.

Communication Services
621
+ 11.05%
$237.49 - $291.74 $147K - $181K
6.24K $1.96B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
12.6K
+ 6.81%
$48.11 - $49.01 $608K - $619K
198K $9.53B
VTV
Vanguard Value ETF

ETFs
2.33K
+ 10.58%
$182.87 - $189.72 $426K - $442K
24.4K $4.65B
GOOGL
Alphabet Inc.

Communication Services
26
+ 0.43%
$236.57 - $291.31 $6.15K - $7.57K
6.1K $1.91B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.91K
+ 5.45%
$45.45 - $48.31 $359K - $382K
153K $7.17B
VNQ
Vanguard Specialized Funds Van

ETFs
6.17K
+ 7.85%
$88.13 - $92.69 $544K - $572K
84.7K $7.49B
USRT
Ishares Core U.S. Reit ETF

ETFs
5.8K
+ 50.8%
$56.64 - $59.67 $329K - $346K
17.2K $981M
NVDA
Nvidia Corp

Technology
1.66K
+ 22.45%
$179.83 - $207.04 $299K - $344K
9.06K $1.69B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
549
+ 51.69%
$475.68 - $513.11 $261K - $282K
1.61K $810M
VB
Vanguard Small Cap ETF

ETFs
510
+ 1.2%
$248.1 - $260.08 $127K - $133K
43.2K $11.1B
AMZN
Amazon Com Inc

Consumer Cyclical
548
+ 5.85%
$213.04 - $254.0 $117K - $139K
9.92K $2.29B
QQQ
Invesco Qqq Trust, Series 1

ETFs
348
+ 41.93%
$589.5 - $635.77 $205K - $221K
1.18K $723M
IEFA
Ishares Tr

ETFs
2.47K
New
$86.09 - $89.88 $213K - $222K
2.47K $221M
CAT
Caterpillar Inc

Industrials
385
New
$480.82 - $585.49 $185K - $225K
385 $221M
LLY
Eli Lilly & CO

Healthcare
201
New
$799.57 - $1025.28 $161K - $206K
201 $216M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.76K
+ 2.37%
$48.64 - $48.99 $231K - $233K
205K $10B
MA
Mastercard Inc

Financial Services
367
New
$536.85 - $580.45 $197K - $213K
367 $210M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.15K
+ 1.97%
$76.84 - $80.86 $88.3K - $92.9K
59.4K $4.77B
AVGO
Broadcom Inc.

Technology
450
+ 34.32%
$324.63 - $385.98 $146K - $174K
1.76K $610M
RTX
Raytheon Technologies Corp

Industrials
184
+ 2.42%
$157.0 - $179.44 $28.9K - $33K
7.77K $1.43B
SUB
Ishares Short Term National Mu

ETFs
1.41K
+ 4.95%
$106.22 - $106.81 $150K - $150K
29.9K $3.19B
REZ
Ishares Tr Residential And Mul

ETFs
3.22K
+ 6.21%
$81.26 - $85.37 $261K - $274K
55K $4.54B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1
+ 0.0%
$43.57 - $45.71 $43.6 - $45.7
55.7K $2.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.12K
+ 7.04%
$99.87 - $101.27 $112K - $113K
17K $1.7B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2.02K
+ 3.59%
$50.59 - $50.93 $102K - $103K
58.3K $2.96B
SPY
Spdr S&P 500 ETF Trust

ETFs
100
+ 8.31%
$653.02 - $687.39 $65.3K - $68.7K
1.3K $889M
Rbb Fd Inc
1.77K
+ 2.61%
N/A
69.5K $3.48B
XOM
Exxon Mobil Corp

Energy
31
+ 0.33%
$110.64 - $119.78 $3.43K - $3.71K
9.44K $1.14B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.86K
+ 27.89%
$31.41 - $33.69 $58.5K - $62.7K
8.53K $278M
Activity Summary
Buys All Purchases 79 New Holdings 4 Increased Positions 75 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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