VANCE WEALTH, LLC
VANCE WEALTH, LLC reported 137 positions worth $443.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DFAC (20.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $89.0M | 20.06% | 2,006,543 | — | — | |
| ▸ 2 | DFAX | SH | $41.0M | 9.24% | 1,112,424 | — | — | |
| ▸ 3 | PYLD | SH | $25.0M | 5.64% | 944,426 | — | — | |
| ▸ 4 | VONG | SH | $16.6M | 3.73% | 129,574 | — | — | |
| ▸ 5 | AAPL | SH | $12.9M | 2.92% | 44,750 | — | — | |
| ▸ 6 | MINT | SH | $12.1M | 2.72% | 119,567 | — | — | |
| ▸ 7 | DFAT | SH | $11.7M | 2.63% | 167,087 | — | — | |
| ▸ 8 | PG | SH | $11.2M | 2.53% | 76,566 | — | — | |
| ▸ 9 | DUHP | SH | $10.8M | 2.44% | 259,581 | — | — | |
| ▸ 10 | QQQM | SH | $10.2M | 2.29% | 33,509 | — | — |
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Frequently Asked Questions
What stocks does VANCE WEALTH, LLC hold as of Q2 2026?
VANCE WEALTH, LLC reported 137 positions worth $443.7M in its Q2 2026 13F filing. Largest positions: DFAC (20.1%), DFAX (9.2%), PYLD (5.6%), VONG (3.7%) and AAPL (2.9%).
What did VANCE WEALTH, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did VANCE WEALTH, 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.