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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$404B
$914,000 0.29% of portfolio
988
Q3 2025 Reduced 9.02%
$0
$840,000 0.27% of portfolio
8,912
Q3 2025 Reduced 0.03%
$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%
$0
$724,000 0.23% of portfolio
1,510
Q3 2025 Reduced 0.59%
$0
$694,000 0.22% of portfolio
2,364
Q3 2025 Reduced 1.21%
$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%
$0
$552,000 0.18% of portfolio
7,628
Q3 2025 Added 55.07%
$303B
$563,000 0.18% of portfolio
3,629
Q3 2025 Added 1.28%
$0
$499,000 0.16% of portfolio
6,394
Q3 2025 Added 1.41%
$0
$489,000 0.16% of portfolio
735
Q3 2025 Added 0.55%
$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%
$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%
$0
$406,000 0.13% of portfolio
4,350
Q2 2025 New
$130B
$397,000 0.13% of portfolio
1,118
Q1 2025 Reduced 1.67%
$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%
$0
$398,000 0.13% of portfolio
5,578
Q3 2025 Reduced 6.74%
$0
$398,000 0.13% of portfolio
9,700
Q3 2025 Reduced 0.89%
$0
$380,000 0.12% of portfolio
2,443
Q3 2025 Reduced 2.67%
$0
$361,000 0.12% of portfolio
1,102
Q2 2025 Reduced 8.4%
$0
$382,000 0.12% of portfolio
6,150
Q4 2021 New
$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%
$0
$352,000 0.11% of portfolio
4,465
Q3 2025 Added 1.59%
$35.1B
$342,000 0.11% of portfolio
5,626
Q3 2024 Reduced 0.04%
$0
$358,000 0.11% of portfolio
3,597
Q3 2025 Reduced 0.53%
$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%
$65.3B
$327,000 0.1% of portfolio
4,500
Q3 2025 Reduced 0.22%
$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%
$0
$296,000 0.09% of portfolio
10,670
Q3 2025 Added 3.5%
$367B
$279,000 0.09% of portfolio
690
Q3 2025 Added 3.45%
$0
$296,000 0.09% of portfolio
5,781
Q3 2025 Added 1.58%
$0
$238,000 0.08% of portfolio
1,138
Q3 2025 Reduced 4.29%
$291B
$237,000 0.08% of portfolio
497
Q3 2025 New
$0
$260,000 0.08% of portfolio
7,958
Q3 2025 Reduced 0.1%
$255B
$262,000 0.08% of portfolio
791
Q3 2025 Added 5.75%
$0
$246,000 0.08% of portfolio
2,270
Q3 2025 Reduced 4.46%
$0
$260,000 0.08% of portfolio
7,728
Q4 2022 New

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
Track This Portfolio

Track Vance Wealth, Inc. Portfolio

Follow Vance Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email