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Fonville Wealth Management LLC

All holdings · as of Dec 31, 2025

127 positions

CompanyClassValueShares% of portfolio
VANGUARD WHITEHALL FDS$696.8K7,7430.1%
INVESCO QQQ TR$723.5K1,1780.1%
Palo Alto Networks Inc$723.5K3,9280.1%
ISHARES TR$777.3K14,7000.2%
SCHWAB STRATEGIC TR$795.6K24,2920.2%
VANGUARD INDEX FDS$801.6K3,7850.2%
Warren E. Buffett$809.9K1,6110.2%
APPIAN CORP$879.6K24,8330.2%
SPDR S&P 500 ETF TR$889.3K1,3040.2%
VANGUARD WORLD FD$908.6K1,2050.2%
ISHARES TR$980.7K17,2170.2%
EXXON MOBIL CORP$1.14M9,4410.2%
ISHARES TR$1.15M16,1680.2%
DraftKings Inc.$1.15M33,5070.2%
FIRST TR EXCHANGE-TRADED FD$1.20M26,1230.2%
SCHWAB STRATEGIC TR$1.24M51,7670.3%
SPDR SERIES TRUST$1.26M41,6300.3%
SCHWAB STRATEGIC TR$1.29M45,2350.3%
ISHARES TR$1.42M12,9210.3%
RTX Corp$1.43M7,7740.3%
ISHARES TR$1.43M6,7520.3%
SCHWAB STRATEGIC TR$1.46M55,7640.3%
VANGUARD STAR FDS$1.53M20,2840.3%
SCHWAB STRATEGIC TR$1.61M35,3980.3%
ISHARES TR$1.63M6,6170.3%
ISHARES BITCOIN TRUST ETF$1.64M32,9640.3%
NVIDIA Corp$1.69M9,0640.3%
ISHARES TR$1.70M16,9880.3%
Alphabet Inc.$1.91M6,1040.4%
AMERICAN CENTY ETF TR$1.94M23,5340.4%
J P MORGAN EXCHANGE TRADED F$1.94M38,4340.4%
Alphabet Inc.$1.96M6,2420.4%
VANGUARD WHITEHALL FDS$2.28M15,8650.5%
Amazon.com Inc$2.29M9,9230.5%
DIMENSIONAL ETF TRUST$2.60M55,7160.5%
ISHARES TR$2.70M35,8420.6%
ISHARES TR$2.70M6,9860.6%
ISHARES TR$2.96M58,3030.6%
ISHARES TR$3.09M25,0580.6%
iShares MSCI UAE ETF$3.19M29,8780.7%
GENERAL DYNAMICS CORP$3.24M9,6350.7%
DIMENSIONAL ETF TRUST$3.40M70,8410.7%
RBB FD INC$3.48M69,4530.7%
VANGUARD SPECIALIZED FUNDS$3.79M17,2670.8%
ISHARES TR$3.84M5,6100.8%
INVESCO EXCHANGE TRADED FD T$4.43M23,1420.9%
MICROSOFT CORP$4.51M9,3260.9%
ISHARES TR$4.54M54,9640.9%
VANGUARD INDEX FDS$4.65M24,3701.0%
SPDR SERIES TRUST$4.77M59,4451.0%
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