• 13F History

VANCE WEALTH, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$259M
Signature - Title
Christopher Pelch - Chief Compliance Officer
Location
Santa Clarita, CA
Summary
This page shows a list of all the recent 13F filings made by VANCE WEALTH, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VANCE WEALTH, INC. reported 101 stock holdings with total value $259M as of Q4 2024. Top holdings included DFAC, DFAX, PG, VONG, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 101 $259M +$2.85M -$8.1M -$5.25M DFAC, DFAX, PG, VONG, AAPL 13F-HR 2/13/2025, 05:43 PM
Q3 2024 100 $264M +$9.45M -$5.65M +$3.8M DFAC, DFAX, PG, VONG, AAPL 13F-HR 11/8/2024, 09:22 AM
Q2 2024 90 $244M +$9.99M -$18.5M -$8.52M DFAC, DFAX, PG, VONG, AAPL 13F-HR 8/2/2024, 02:30 PM
Q1 2024 94 $251M +$9.17M -$3.84M +$5.32M DFAC, DFAX, PG, DFSV, VONG 13F-HR 4/30/2024, 11:04 AM
Q4 2023 83 $230M +$5.47M -$10.5M -$5.08M DFAC, DFAX, PG, DFSV, VONG 13F-HR 2/5/2024, 12:58 PM
Q3 2023 85 $214M +$14.6M -$11M +$3.53M DFAC, DFAX, PG, DFSV, VONG 13F-HR 11/3/2023, 10:11 AM
Q2 2023 81 $220M +$28.3M -$4.98M +$23.3M DFAC, DFAX, PG, DFSV, QQQM 13F-HR 8/2/2023, 05:22 PM
Q1 2023 73 $186M +$17.6M -$926K +$16.7M DFAC, DFAX, QQQM, DFSV, NETL 13F-HR 5/10/2023, 04:35 PM
Q4 2022 74 $160M +$28.5M -$6.87M +$21.6M DFAC, DFAX, NETL, QQQM, DFSV 13F-HR 1/27/2023, 08:24 AM
Q3 2022 65 $130M +$11.5M -$1.38M +$10.1M DFAC, DFAX, NETL, QQQM, AAPL 13F-HR 10/31/2022, 04:37 PM
Q2 2022 62 $129M +$69.9M -$3.55M +$66.4M DFAC, DFAX, NETL, QQQM, AAPL 13F-HR 8/8/2022, 07:49 PM
Q1 2022 55 $78.8M +$23.9M -$1.4M +$22.5M NETL, QQQM, QQQ, AAPL, VONG 13F-HR 5/13/2022, 03:12 PM
Q4 2021 61 $102M DFAC, NETL, DFAX, QQQM, QQQ 13F-HR 2/18/2022, 03:30 PM