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 Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

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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