Fonville Wealth Management LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 489,104
- Description
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- Website
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- Founded
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- 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 | 1/23/2026 | 127 | 489,104 | 13F-HR | Fonville Wealth Management LLC |
| Q3 2025 | 10/28/2025 | 127 | 444,458 | 13F-HR | Fonville Wealth Management LLC |
| Q2 2025 | 8/7/2025 | 123 | 394,904 | 13F-HR | Fonville Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 321.5 K | 65.7% | 35.34 K | 0 | 35.34 K |
| ETFs | 152.7 K | 31.2% | 9.121 K | 0 | 9.121 K |
| Debt | 4.85 K | 1.0% | 0 | 28 | -28 |
| Other | 10 K | 2.0% | 214 | 0 | 214 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
489,104
Holdings
127
QoQ value change ($000)
44,646
(10.0%)
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.