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Fonville Wealth Management LLC

All holdings · as of Dec 31, 2025

127 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp$1.69M9,0640.3%
ISHARES BITCOIN TRUST ETF$1.64M32,9640.3%
ISHARES TR$1.63M6,6170.3%
SCHWAB STRATEGIC TR$1.61M35,3980.3%
VANGUARD STAR FDS$1.53M20,2840.3%
SCHWAB STRATEGIC TR$1.46M55,7640.3%
ISHARES TR$1.43M6,7520.3%
RTX Corp$1.43M7,7740.3%
ISHARES TR$1.42M12,9210.3%
SCHWAB STRATEGIC TR$1.29M45,2350.3%
SPDR SERIES TRUST$1.26M41,6300.3%
SCHWAB STRATEGIC TR$1.24M51,7670.3%
FIRST TR EXCHANGE-TRADED FD$1.20M26,1230.2%
DraftKings Inc.$1.15M33,5070.2%
ISHARES TR$1.15M16,1680.2%
EXXON MOBIL CORP$1.14M9,4410.2%
ISHARES TR$980.7K17,2170.2%
VANGUARD WORLD FD$908.6K1,2050.2%
SPDR S&P 500 ETF TR$889.3K1,3040.2%
APPIAN CORP$879.6K24,8330.2%
Warren E. Buffett$809.9K1,6110.2%
VANGUARD INDEX FDS$801.6K3,7850.2%
SCHWAB STRATEGIC TR$795.6K24,2920.2%
ISHARES TR$777.3K14,7000.2%
Palo Alto Networks Inc$723.5K3,9280.1%
INVESCO QQQ TR$723.5K1,1780.1%
VANGUARD WHITEHALL FDS$696.8K7,7430.1%
Palantir Technologies Inc$693.2K3,9000.1%
ISHARES TR$690.7K12,6250.1%
Meta Platforms Inc$685.5K1,0380.1%
iShares MSCI UAE ETF$646.2K5,8640.1%
ISHARES TR$632.5K4,4820.1%
Broadcom Inc.$609.6K1,7610.1%
Visa Inc$573.9K1,6360.1%
SCHWAB STRATEGIC TR$565.0K19,0810.1%
Tesla Inc$559.5K1,2440.1%
GOLDMAN SACHS ETF TR$519.3K3,9230.1%
Willis Towers Watson PLC$510.6K1,5540.1%
ISHARES TR$501.3K6,0530.1%
Walmart Inc.$473.1K4,2460.1%
ORACLE CORP$461.9K2,3700.1%
SELECT SECTOR SPDR TR$449.4K3,1210.1%
DIMENSIONAL ETF TRUST$447.6K19,5450.1%
COSTCO WHOLESALE CORP /NEW$446.8K5180.1%
CISCO SYSTEMS, INC.$439.0K5,6990.1%
SCHWAB STRATEGIC TR$397.0K19,0020.1%
SOUTHERN CO$388.4K4,4540.1%
VANGUARD INTL EQUITY INDEX F$369.9K5,0290.1%
TRUIST FINANCIAL CORP$337.6K6,8600.1%
VANGUARD INDEX FDS$333.8K1,1050.1%
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