Vance Wealth, Inc. Portfolio Holdings

Vance Wealth, Inc.

$261 Million
Q1 2025

Vance Wealth, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $261 Million distributed in 104 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 $55.4M, Dimensional ETF Tr with a value of $28.7M, Procter & Gamble CO with a value of $14.8M, Vanguard Russell 1000 Growth E with a value of $12.1M, and Apple Inc. with a value of $8.38M.

Examining the 13F form we can see an increase of $3.18M in the current position value, from $257M to 261M.

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 $261 Million

ETFs: $169 Million

Consumer Defensive: $16.3 Million

Technology: $14.5 Million

Financial Services: $9.16 Million

Healthcare: $6.84 Million

Consumer Cyclical: $5.33 Million

Communication Services: $5.3 Million

Real Estate: $2.09 Million

Other: $3.22 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
Kenvue Inc	-	$0 0.0% of portfolio	-	Q1 2025 Added 1.86%
Bitwise Bitcoin ETF Tr	-	$0 0.0% of portfolio	-	Q1 2025 Added 51.49%
Dimensional ETF Trust	-	$0 0.0% of portfolio	-	Q1 2025 New
Dimensional ETF Trust	-	$0 0.0% of portfolio	-	Q1 2025 New

Summary

Portfolio
No. of Stocks 104
Current Value $261 Million
Prior Value $257 Million
Filing
Period Q1 2025
Filing Date May 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 9 stocks
Additional Purchases 49 stocks
Sold out of 0 stocks
Reduced holdings in 36 stocks

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