Fonville Wealth Management LLC
Fonville Wealth Management LLC is a Virginia-based registered investment advisory firm headquartered in Glen Allen, VA. The firm, founded in 2011, provides wealth management and investment advisory services to individuals, families, and institutions. With a team of approximately 11 employees (of whom most are investment professionals), Fonville Wealth Management emphasizes long-term financial planning and investment management for high-net-worth and individual clients.
Investment Strategy
Fonville Wealth Management LLC focuses on diversified, long-term investment strategies using a mix of equities and fixed income, primarily through ETFs and mutual funds. The firm prioritizes broad portfolio diversification and regular rebalancing, with a strong bias toward evidence-based and tax-efficient investment solutions. Top holdings typically include U.S. and international equities, bond funds, and exposure to value and small cap segments. The overall strategy is designed to provide growth while managing downside risk through asset allocation and rigorous investment selection.
Top Holdings
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 8.83% | $34.9M | 823,593 | $36.17 | $42.36 | +$7.4M |
B BND | VANGUARD BD INDEX FDS | 5.70% | $22.5M | 305,648 | $73.00 | $73.63 | +$2.3M |
V VUSB | VANGUARD BD INDEX FDS | 5.40% | $21.3M | 427,592 | $49.55 | $49.87 | +$2.3M |
A AVUV | AMERICAN CENTY ETF TR | 4.75% | $18.8M | 206,107 | $90.67 | $91.10 | +$4.1M |
D DFAI | DIMENSIONAL ETF TRUST | 4.25% | $16.8M | 486,049 | $29.91 | $34.57 | +$3.1M |