Fonville Wealth Management LLC Purchases in Q3 2025

Fonville Wealth Management LLC

  • $444 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
14K
+ 1.71%
$42.42 - $45.96 $596K - $646K
838K $38.3B
AVUV
American Centy ETF Tr Avantis

ETFs
12.5K
+ 6.07%
$90.37 - $102.12 $1.13M - $1.28M
219K $21.8B
SPTS
Spdr Portfolio Short Term Trea

ETFs
93.8K
+ 72.48%
$29.12 - $29.34 $2.73M - $2.75M
223K $6.55B
IVV
Ishares Core S&P 500 ETF

ETFs
3.22K
+ 121.29%
$620.67 - $670.08 $2M - $2.16M
5.88K $3.94B
DFAI
Dimensional ETF Tr

ETFs
36.3K
+ 7.47%
$34.05 - $36.55 $1.24M - $1.33M
522K $19B
AVEM
American Centy ETF Tr Avantis

ETFs
10.3K
+ 5.26%
$68.33 - $75.41 $703K - $776K
206K $15.5B
AVDV
American Centy ETF Tr Avantis

ETFs
7.86K
+ 7.61%
$79.24 - $89.03 $623K - $700K
111K $9.9B
AVUS
American Centy ETF Tr Avantis

ETFs
6.24K
+ 5.39%
$101.2 - $109.16 $631K - $681K
122K $13.3B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
31.2K
+ 18.47%
$48.31 - $48.93 $1.51M - $1.53M
200K $9.79B
AAPL
Apple Inc.

Technology
255
+ 0.86%
$202.38 - $256.87 $51.6K - $65.5K
30K $7.64B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17.4K
+ 15.28%
$76.16 - $78.59 $1.33M - $1.37M
131K $10.3B
VTI
Vanguard Total Stock Market Et

ETFs
3.7K
+ 40.33%
$303.93 - $329.86 $1.13M - $1.22M
12.9K $4.23B
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.7K
+ 5.15%
$72.57 - $74.72 $1.14M - $1.18M
321K $23.9B
VUG
Vanguard Growth ETF

ETFs
1.08K
+ 5.19%
$433.97 - $484.08 $470K - $524K
22K $10.5B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
17.8K
New
$73.76 - $76.98 $1.31M - $1.37M
17.8K $1.36B
DFIV
Dimensional ETF Tr

ETFs
10.1K
+ 4.05%
$42.66 - $46.53 $431K - $470K
260K $12B
VEA
Vanguard Ftse Developed Market

ETFs
10.6K
+ 5.45%
$56.02 - $60.3 $593K - $638K
204K $12.3B
VUSB
Vanguard Bd Index Fds
20.1K
+ 4.69%
N/A
448K $22.4B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.1K
+ 7.48%
$42.67 - $46.91 $431K - $474K
145K $6.8B
DFSD
Dimensional ETF Tr Short Durat

ETFs
21.1K
+ 265.34%
$47.86 - $48.43 $1.01M - $1.02M
29K $1.4B
AVIV
American Centy ETF Tr Avantis
6.97K
+ 7.21%
$61.83 - $67.44 $431K - $470K
104K $6.99B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.5K
New
$50.47 - $50.74 $832K - $836K
16.5K $836M
VB
Vanguard Small Cap ETF

ETFs
241
+ 0.57%
$237.58 - $259.17 $57.3K - $62.5K
42.7K $10.9B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.93K
+ 4.86%
$72.04 - $77.35 $355K - $382K
107K $8.17B
VTV
Vanguard Value ETF

ETFs
2.2K
+ 11.11%
$175.51 - $186.57 $387K - $411K
22K $4.12B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
6.32K
+ 3.53%
$47.11 - $48.77 $298K - $308K
185K $8.99B
GOOGL
Alphabet Inc.

Communication Services
41
+ 0.68%
$174.36 - $254.72 $7.15K - $10.4K
6.08K $1.48B
VNQ
Vanguard Specialized Funds Van

ETFs
2.38K
+ 3.12%
$88.47 - $93.24 $210K - $222K
78.5K $7.18B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
7.45K
+ 15.25%
$50.29 - $50.86 $375K - $379K
56.3K $2.86B
Ishares Bitcoin Trust ETF
4.68K
+ 20.72%
N/A
27.3K $1.77B
USRT
Ishares Core U.S. Reit ETF

ETFs
5.6K
+ 96.34%
$55.64 - $59.37 $312K - $333K
11.4K $670M
VIG
Vanguard Dividend Appreciation

ETFs
707
+ 4.25%
N/A
17.3K $3.74B
SPY
Spdr S&P 500 ETF Trust

ETFs
424
+ 54.36%
$617.65 - $666.84 $262K - $283K
1.2K $802M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.55K
+ 6.1%
$78.11 - $79.07 $277K - $281K
61.8K $4.88B
MCD
Mcdonalds Corp

Consumer Cyclical
884
New
$291.67 - $316.99 $258K - $280K
884 $269M
QQQ
Invesco Qqq Trust, Series 1

ETFs
366
+ 78.88%
$546.99 - $602.2 $200K - $220K
830 $498M
ORCL
Oracle Corp

Technology
390
+ 21.32%
$218.96 - $328.33 $85.4K - $128K
2.22K $624M
VV
Vanguard Large Cap ETF

ETFs
698
New
$285.05 - $309.14 $199K - $216K
698 $215M
PLTR
Palantir Technologies Inc.

Technology
100
+ 2.44%
$130.68 - $186.97 $13.1K - $18.7K
4.2K $766M
T
At&T Inc.

Communication Services
7.25K
New
$26.94 - $29.62 $195K - $215K
7.25K $205M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.12K
New
$92.26 - $97.51 $195K - $207K
2.12K $205M
IWF
Ishares Russell 1000 Gr ETF

ETFs
434
New
$420.11 - $472.68 $182K - $205K
434 $203M
Dimensional ETF Trust
6.15K
New
N/A
6.15K $202M
REZ
Ishares Tr Residential And Mul

ETFs
613
+ 1.2%
$81.06 - $85.23 $49.7K - $52.2K
51.7K $4.4B
SUB
Ishares Short Term National Mu

ETFs
1.26K
+ 4.62%
$106.17 - $107.3 $134K - $135K
28.5K $3.04B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.21K
+ 8.24%
$97.75 - $100.75 $118K - $122K
15.9K $1.59B
SCHC
Schwab Strategic Tr Intl Small

ETFs
65
+ 0.18%
$42.28 - $45.71 $2.75K - $2.97K
35.7K $1.63B
FVD
First Tr Value Line Divid Inde

ETFs
1.28K
+ 4.58%
$44.73 - $46.86 $57.1K - $59.8K
29.1K $1.35B
AMZN
Amazon Com Inc

Consumer Cyclical
360
+ 3.99%
$211.65 - $238.24 $76.2K - $85.8K
9.38K $2.06B
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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