Fonville Wealth Management LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 7, 2025
Value $
$395M
Signature - Title
Matthew Brennan - Chief Compliance Officer
Location
Richmond, VA
Summary
This page shows a list of all the recent 13F filings made by Fonville Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fonville Wealth Management LLC reported 123 stock holdings with total value $395M as of Q2 2025. Top holdings included DFAU, BND, VUSB, AVUV, and DFAI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 123 $395M +$35M -$3.24M +$31.7M DFAU, BND, VUSB, AVUV, DFAI 13F-HR 8/7/2025, 04:03 PM
Q1 2025 119 $339M +$45.1M -$5.4M +$39.7M DFAU, BND, VUSB, AVUV, DFAI 13F-HR 4/30/2025, 05:34 PM
Q4 2024 107 $303M +$26.8M -$4.78M +$22M DFAU, BND, VUSB, AVUV, DFAI 13F-HR 1/28/2025, 06:22 PM
Q3 2024 116 $289M +$23.3M -$1.38M +$22M DFAU, BND, VUSB, AVUV, DFAI 13F-HR 10/28/2024, 03:23 PM
Q2 2024 97 $252M +$26.8M -$1.47M +$25.3M DFAU, BND, VUSB, AVUV, DFAI 13F-HR 7/30/2024, 05:29 PM
Q1 2024 94 $226M +$29.8M -$2.03M +$27.8M DFAU, BND, VUSB, DFAI, AVUV 13F-HR 4/26/2024, 12:46 PM
Q4 2023 86 $188M DFAU, BND, VUSB, VB, AVUV 13F-HR 1/31/2024, 03:53 PM