Vance Wealth, Inc. Portfolio Holdings

Vance Wealth, Inc.

  • $312 Million
  • Q3 2025

Vance Wealth, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $312 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $70.2M, Dimensional ETF Tr with a value of $34.8M, Vanguard Russell 1000 Growth E with a value of $13.6M, Procter & Gamble CO with a value of $13.4M, and Apple Inc. with a value of $10.9M.

Examining the 13F form we can see an increase of $25.1M in the current position value, from $287M to 312M.

Vance Wealth, Inc. is based out at Santa Clarita, CA

Below you can find more details about Vance Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $312 Million
ETFs: $202 Million
Technology: $21.6 Million
Consumer Defensive: $15 Million
Financial Services: $9.47 Million
Consumer Cyclical: $8.27 Million
Communication Services: $7.53 Million
Healthcare: $7.16 Million
Real Estate: $2.11 Million
Other: $3.65 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$346B
$13.4 Million 4.28% of portfolio
86,920
Q3 2025 Added 0.03%
$4.3T
$10.9 Million 3.48% of portfolio
42,658
Q3 2025 Added 10.38%
$1.29T
$4.41 Million 1.41% of portfolio
9,906
Q3 2025 Reduced 3.55%
$465B
$4.3 Million 1.38% of portfolio
23,040
Q3 2025 Reduced 2.71%
$662B
$4.3 Million 1.38% of portfolio
8,554
Q3 2025 Added 0.46%
$522B
$3.59 Million 1.15% of portfolio
19,371
Q3 2025 Reduced 0.82%
$2.39T
$3.26 Million 1.05% of portfolio
14,851
Q3 2025 Added 1.68%
$1.37T
$2.76 Million 0.89% of portfolio
3,759
Q3 2025 Added 5.59%
$3.78T
$2.73 Million 0.87% of portfolio
5,264
Q3 2025 Added 6.45%
$128B
$2.3 Million 0.74% of portfolio
24,166
Q3 2025 Reduced 0.75%
$1.65T
$1.61 Million 0.52% of portfolio
6,625
Q3 2025 Added 25.43%
$453B
$1.51 Million 0.48% of portfolio
2
Q1 2025 Added 100.0%
$1.74T
$1.46 Million 0.47% of portfolio
6,010
Q3 2025 Reduced 6.24%
$49.1B
$1.04 Million 0.33% of portfolio
869
Q3 2025 Reduced 3.01%
$881B
$1.04 Million 0.33% of portfolio
3,297
Q3 2025 Reduced 2.74%
$49.4B
$953,000 0.31% of portfolio
6,052
Q3 2025 Reduced 14.48%
$404B
$914,000 0.29% of portfolio
988
Q3 2025 Reduced 9.02%
$71.5B
$810,000 0.26% of portfolio
1,035
Q2 2025 Added 0.39%
$182B
$750,000 0.24% of portfolio
1,099
Q3 2025 Reduced 1.52%
$490B
$760,000 0.24% of portfolio
6,748
Q3 2025 Added 3.88%
$413B
$672,000 0.22% of portfolio
13,040
Q3 2025 Reduced 1.07%
$193B
$654,000 0.21% of portfolio
5,713
Q3 2025 Reduced 9.4%
$340M
$627,000 0.2% of portfolio
37,633
Q4 2024 Reduced 8.17%
$303B
$563,000 0.18% of portfolio
3,629
Q3 2025 Added 1.28%
$174B
$496,000 0.16% of portfolio
3,340
Q3 2025 Reduced 24.91%
$533B
$471,000 0.15% of portfolio
1,381
Q3 2025 Added 5.74%
$228B
$483,000 0.15% of portfolio
3,610
Q3 2025 Added 1.86%
$28.9B
$453,000 0.15% of portfolio
5,042
Q3 2025 Added 0.14%
$279B
$469,000 0.15% of portfolio
4,560
Q3 2025 Added 2.96%
$139B
$395,000 0.13% of portfolio
1,198
Q3 2025 Added 1.87%
$3.67B
$412,000 0.13% of portfolio
19,904
Q3 2025 Reduced 0.06%
$65.7B
$368,000 0.12% of portfolio
1,226
Q3 2025 Reduced 1.05%
$971B
$376,000 0.12% of portfolio
494
Q3 2025 Added 8.57%
$35.1B
$342,000 0.11% of portfolio
5,626
Q3 2024 Reduced 0.04%
$177B
$338,000 0.11% of portfolio
1,739
Q3 2025 Added 1.64%
$92.7B
$330,000 0.11% of portfolio
1,269
Q3 2025 New
$144B
$324,000 0.1% of portfolio
709
Q3 2025 Reduced 2.74%
$388B
$303,000 0.1% of portfolio
1,875
Q3 2025 Added 28.51%
$71.6B
$321,000 0.1% of portfolio
4,792
Q3 2025 Reduced 24.26%
$512B
$265,000 0.09% of portfolio
466
Q3 2025 Reduced 1.06%
$113B
$279,000 0.09% of portfolio
2,951
Q3 2025 Added 7.82%
$367B
$279,000 0.09% of portfolio
690
Q3 2025 Added 3.45%
$291B
$237,000 0.08% of portfolio
497
Q3 2025 New
$255B
$262,000 0.08% of portfolio
791
Q3 2025 Added 5.75%
$204B
$239,000 0.08% of portfolio
1,702
Q3 2025 Reduced 2.96%
$68.7B
$239,000 0.08% of portfolio
2,873
Q3 2025 Reduced 0.55%
$140B
$221,000 0.07% of portfolio
591
Q3 2025 Added 0.51%
$593B
$223,000 0.07% of portfolio
793
Q3 2025 New
$258B
$209,000 0.07% of portfolio
1,252
Q3 2025 Reduced 22.28%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $312 Million
  • Prior Value $287 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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