Fonville Wealth Management LLC
Fonville Wealth Management LLC reported 147 positions worth $612.3M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: DFAU (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $43.4M | 7.09% | 840,001 | — | — | |
| ▸ 2 | AVUV | SH | $34.6M | 5.65% | 277,486 | — | — | |
| ▸ 3 | DFAI | SH | $29.8M | 4.87% | 722,448 | — | — | |
| ▸ 4 | AVLV | SH | $26.9M | 4.39% | 294,650 | — | — | |
| ▸ 5 | BND | SH | $26.3M | 4.30% | 358,565 | — | — | |
| ▸ 6 | VUSB | SH | $25.4M | 4.14% | 509,593 | — | — | |
| ▸ 7 | BIV | SH | $25.0M | 4.08% | 325,750 | — | — | |
| ▸ 8 | AVEM | SH | $24.4M | 3.99% | 253,280 | — | — | |
| ▸ 9 | VTI | SH | $21.5M | 3.51% | 58,009 | — | — | |
| ▸ 10 | AVUS | SH | $17.4M | 2.84% | 135,947 | — | — |
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Frequently Asked Questions
What stocks does Fonville Wealth Management LLC hold as of Q2 2026?
Fonville Wealth Management LLC reported 147 positions worth $612.3M in its Q2 2026 13F filing. Largest positions: DFAU (7.1%), AVUV (5.7%), DFAI (4.9%), AVLV (4.4%) and BND (4.3%).
What did Fonville Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Fonville Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.