VANCE WEALTH, LLC
Q4 2025 13F Detailed Holdings
Location
Santa Clarita, CA
Holdings as of
12/31/2025
Value ($000)
$336,674
Num holdings
116
Date filed
2/17/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
11/14/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
Compare Q4 2025 to
2025 Q3
2025 Q2
2025 Q1
2024 Q4
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2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
Dimensional Fund Advisors