VANCE WEALTH, LLC
All 13F Filings
- Location
- Santa Clarita, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 336,674
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 116 | 336,674 | 13F-HR/A - RESTATEMENT | VANCE WEALTH, LLC |
| Q4 2025 | 2/17/2026 | 116 | 336,674 | 13F-HR | VANCE WEALTH, LLC |
| Q3 2025 | 11/14/2025 | 116 | 325,225 | 13F-HR | VANCE WEALTH, LLC |
| Q2 2025 | 8/13/2025 | 118 | 296,463 | 13F-HR | VANCE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 277.3 K | 82.4% | 10.25 K | 0 | 10.25 K |
| ETFs | 58.98 K | 17.5% | 1.2 K | 0 | 1.2 K |
| Debt | 358 | 0.1% | 6 | 0 | 6 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
336,674
Holdings
116
QoQ value change ($000)
11,449
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.