VANCE WEALTH, LLC
All 13F Filings
- Location
- Santa Clarita, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 443,708
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 137 | 443,708 | 13F-HR | VANCE WEALTH, LLC |
| Q1 2026 | 5/15/2026 | 118 | 346,220 | 13F-HR | VANCE WEALTH, LLC |
| 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 | 90.82 K | 20.5% | 14.6 K | 0 | 14.6 K |
| ETFs | 352.5 K | 79.4% | 82.86 K | 0 | 82.86 K |
| Debt | 389 | 0.1% | 31 | 0 | 31 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
443,708
Holdings
137
QoQ value change ($000)
97,488
(28.2%)
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.