StockDriftsStockDriftsTop 50 Fonville Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 7.09% | 840.0K | $43.4M | -0.88%(-7.42K) | $35.21(+52.13%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.65% | 277.5K | $34.6M | +6.60%(+17.19K) | $92.92(+37.18%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.87% | 722.4K | $29.8M | +13.95%(+88.42K) | $32.10(+34.98%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 4.39% | 294.6K | $26.9M | +11.64%(+30.73K) | $65.27(+44.69%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 4.3% | 358.6K | $26.3M | +3.71%(+12.82K) | $72.74(-0.61%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 4.14% | 509.6K | $25.4M | +3.05%(+15.10K) | $49.59(+0.17%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 4.08% | 325.8K | $25.0M | +28.17%(+71.60K) | $76.77(-1.60%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.99% | 253.3K | $24.4M | +6.60%(+15.68K) | $62.53(+47.96%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.51% | 58.0K | $21.5M | +45.13%(+18.04K) | $318.54(+19.93%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 2.84% | 135.9K | $17.4M | +2.95%(+3.90K) | $87.38(+50.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +35.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.41% |
Fonville Wealth Management LLC reports $612.33M in US-listed equity holdings across 147 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (7.1%), AVUV (5.7%) and DFAI (4.9%). The top 20 holdings account for 66.75% of reported assets. Its disclosed equity book has returned +35.53% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Fonville Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Fonville Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2008703). View Fonville Wealth Management LLC’s 13F filings on SEC