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Fonville Wealth Management LLC

All holdings · as of Dec 31, 2025

127 positions

CompanyClassValueShares% of portfolio
Blackstone Inc$328.2K2,1290.1%
FIRST TR EXCHANGE TRADED FD$327.4K2,5170.1%
AbbVie Inc.$320.8K1,4040.1%
JPMORGAN CHASE & CO$319.3K9910.1%
VANGUARD SCOTTSDALE FDS$300.3K3,7660.1%
DIMENSIONAL ETF TRUST$299.0K4,0410.1%
GENERAL ELECTRIC CO$287.4K9330.1%
MCDONALD'S CORP$279.4K9140.1%
SCHWAB STRATEGIC TR$278.4K8,5340.1%
iShares MSCI UAE ETF$273.0K3,1320.1%
ISHARES TR$270.6K2,3750.1%
Netflix Inc$260.7K2,7810.1%
Accenture plc$253.5K9450.1%
AMERICAN CENTY ETF TR$253.0K2,9450.1%
Walt Disney Co$252.8K2,2220.1%
ISHARES TR$252.5K2,3580.1%
ISHARES TR$250.1K2,6040.1%
ISHARES TR$222.1K4690.0%
J P MORGAN EXCHANGE TRADED F$221.7K4,7760.0%
ISHARES TR$221.0K2,4700.0%
CATERPILLAR INC$220.6K3850.0%
VANGUARD INDEX FDS$219.7K6980.0%
ELI LILLY & Co$216.3K2010.0%
DIMENSIONAL ETF TRUST$210.2K6,1450.0%
Mastercard Inc$209.5K3670.0%
PROCTER & GAMBLE Co$206.5K1,4410.0%
ISHARES TR$205.0K2,1290.0%
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