Institutions / Fonville Wealth Management LLC
Fonville Wealth Management LLC
CIK 2008703 · Institution · as of Dec 31, 2025
Portfolio value
$489.10M
Positions
127
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 127 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $39.93M | 8.2% |
| Vanguard Bd Index Fds | $25.53M | 5.2% |
| American Centy ETF Tr | $24.82M | 5.1% |
| Vanguard Bd Index Fds | $24.07M | 4.9% |
| Dimensional ETF Trust | $21.78M | 4.5% |
| American Centy ETF Tr | $18.39M | 3.8% |
| American Centy ETF Tr | $17.44M | 3.6% |
| American Centy ETF Tr | $14.46M | 3.0% |
| Vanguard Bd Index Fds | $13.79M | 2.8% |
| Dimensional ETF Trust | $13.73M | 2.8% |
| Vanguard Tax-Managed Fds | $13.59M | 2.8% |
| American Centy ETF Tr | $11.78M | 2.4% |
| Vanguard Index Fds | $11.49M | 2.3% |
| Vanguard Index Fds | $11.14M | 2.3% |
| Vanguard Index Fds | $10.09M | 2.1% |
| iShares Tr | $10.00M | 2.0% |
| iShares Tr | $9.53M | 1.9% |
| SPDR Series Trust | $9.37M | 1.9% |
| iShares Tr | $8.82M | 1.8% |
| Apple Inc. | $8.48M | 1.7% |
| Vanguard Index Fds | $8.37M | 1.7% |
| Vanguard Index Fds | $8.25M | 1.7% |
| American Centy ETF Tr | $7.80M | 1.6% |
| Vanguard Index Fds | $7.49M | 1.5% |
| SPDR Index Shs Fds | $7.17M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.