Vance Wealth, Inc. Portfolio Holdings

Vance Wealth, Inc.

$257 Million
Q4 2024

Vance Wealth, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $257 Million distributed in 101 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 $56.4M, Dimensional ETF Tr with a value of $27.7M, Procter & Gamble CO with a value of $14.6M, Vanguard Russell 1000 Growth E with a value of $12.7M, and Apple Inc. with a value of $9.32M.

Examining the 13F form we can see an decrease of $5.08M in the current position value, from $263M to 257M.

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 $257 Million

ETFs: $167 Million

Consumer Defensive: $16 Million

Technology: $15.9 Million

Financial Services: $7.45 Million

Consumer Cyclical: $6.82 Million

Healthcare: $6.39 Million

Communication Services: $5.12 Million

Real Estate: $2.39 Million

Other: $3.08 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BCAL Southern Calif Bancorp Com Financial Services	$283M	$622,000 0.24% of portfolio	37,633	Q4 2024 Reduced 8.17%

Summary

Portfolio
No. of Stocks 101
Current Value $257 Million
Prior Value $263 Million
Filing
Period Q4 2024
Filing Date February 13, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 4 stocks
Additional Purchases 33 stocks
Sold out of 0 stocks
Reduced holdings in 55 stocks

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