Fonville Wealth Management LLC Portfolio Holdings

Fonville Wealth Management LLC

  • $395 Billion
  • Q2 2025

Fonville Wealth Management LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $395 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $34.9B, Vanguard Bd Index Fd Inc Total with a value of $22.5B, Vanguard Bd Index Fds with a value of $21.3B, American Centy ETF Tr Avantis with a value of $18.8B, and Dimensional ETF Tr with a value of $16.8B.

Examining the 13F form we can see an increase of $55.5B in the current position value, from $339B to 395B.

Fonville Wealth Management LLC is based out at Richmond, VA

Below you can find more details about Fonville Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $395 Billion
ETFs: $315 Billion
Technology: $15.8 Billion
Industrials: $4.14 Billion
Consumer Cyclical: $3.94 Billion
Communication Services: $3.77 Billion
Financial Services: $2.62 Billion
Consumer Defensive: $1.11 Billion
Energy: $1.01 Billion
Other: $663 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.44 Billion 0.36% of portfolio
20,824
Q2 2025 Added 10.85%
Ishares Bitcoin Trust ETF
-
$1.38 Billion 0.35% of portfolio
-
Q2 2025 Added 21.21%
$0
$1.39 Billion 0.35% of portfolio
7,097
Q2 2025 Reduced 3.26%
$0
$1.25 Billion 0.32% of portfolio
27,859
Q2 2025 Added 0.04%
$0
$1.26 Billion 0.32% of portfolio
41,821
Q2 2025 Reduced 5.99%
$0
$1.21 Billion 0.31% of portfolio
47,955
Q2 2025 Reduced 1.81%
$456B
$1.24 Billion 0.31% of portfolio
7,863
Q2 2025 Added 24.81%
$0
$1.16 Billion 0.29% of portfolio
52,691
Q2 2025 Reduced 0.81%
$229B
$1.11 Billion 0.28% of portfolio
7,590
Q2 2025 Added 0.66%
$1.21T
$1.06 Billion 0.27% of portfolio
6,037
Q2 2025 Added 25.72%
$0
$1.05 Billion 0.26% of portfolio
16,477
Q2 2025 Reduced 0.92%
$1.24T
$1.01 Billion 0.26% of portfolio
5,680
Q2 2025 Added 96.0%
$442B
$1.01 Billion 0.26% of portfolio
9,410
Q2 2025 Reduced 0.37%
$0
$894 Million 0.23% of portfolio
1,348
Q2 2025 Reduced 15.96%
$52.5B
$782 Million 0.2% of portfolio
3,823
Q1 2025 Reduced 1.92%
$0
$784 Million 0.2% of portfolio
14,851
Q2 2025 Reduced 0.98%
$0
$734 Million 0.19% of portfolio
24,367
Q2 2025 Added 0.02%
$0
$762 Million 0.19% of portfolio
3,904
Q2 2025 Added 14.99%
$1.78T
$655 Million 0.17% of portfolio
887
Q2 2025 Added 39.91%
$0
$665 Million 0.17% of portfolio
6,066
Q2 2025 Added 8.79%
$0
$639 Million 0.16% of portfolio
7,981
Q2 2025 Added 0.49%
$0
$617 Million 0.16% of portfolio
12,799
Q2 2025 Reduced 3.89%
$0
$615 Million 0.16% of portfolio
4,628
Q2 2025 Reduced 2.88%
$0
$560 Million 0.14% of portfolio
20,255
Q2 2025 Reduced 2.1%
$621B
$542 Million 0.14% of portfolio
1,116
Q2 2025 Added 54.14%
$367B
$559 Million 0.14% of portfolio
4,100
Q1 2025 New
$551B
$554 Million 0.14% of portfolio
1,561
Q2 2025 Added 28.9%
$0
$531 Million 0.13% of portfolio
6,016
Q2 2025 Added 0.12%
$0
$514 Million 0.13% of portfolio
6,201
Q2 2025 Added 50.29%
$0
$476 Million 0.12% of portfolio
3,923
Q2 2025 Added 11.54%
$36.2B
$477 Million 0.12% of portfolio
1,555
Q2 2024 Added 0.06%
$439B
$459 Million 0.12% of portfolio
464
Q2 2025 Added 4.98%
$0
$482 Million 0.12% of portfolio
780
Q1 2025 Added 33.33%
$0
$478 Million 0.12% of portfolio
20,359
Q2 2025 Reduced 0.57%
$1.08T
$453 Million 0.11% of portfolio
1,426
Q2 2025 Added 15.0%
$281B
$416 Million 0.11% of portfolio
4,252
Q2 2025 Added 7.59%
$0
$405 Million 0.1% of portfolio
19,129
Q2 2025 Added 0.06%
$0
$381 Million 0.1% of portfolio
7,935
Q2 2025 New
$102B
$409 Million 0.1% of portfolio
4,457
Q1 2025 Reduced 2.58%
$0
$399 Million 0.1% of portfolio
1,577
Q2 2025 Added 1.15%
$684B
$400 Million 0.1% of portfolio
1,829
Q2 2025 New
$150B
$371 Million 0.09% of portfolio
1,242
Q2 2025 Reduced 1.9%
$127B
$361 Million 0.09% of portfolio
1,311
Q1 2025 Reduced 18.06%
$545B
$336 Million 0.09% of portfolio
251
Q2 2025 Added 2.45%
$293B
$348 Million 0.09% of portfolio
5,023
Q2 2025 Added 8.16%
$0
$341 Million 0.09% of portfolio
5,069
Q1 2025 Reduced 13.5%
$0
$306 Million 0.08% of portfolio
2,517
Q1 2025 New
$0
$329 Million 0.08% of portfolio
5,815
Q2 2025 Added 28.2%
$123B
$310 Million 0.08% of portfolio
2,070
Q3 2024 Added 11.83%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $395 Billion
  • Prior Value $339 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC 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 Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email