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Vance Wealth, Inc.
Vance Wealth, Inc. is a registered investment advisor headquartered in Santa Clarita, California. Founded in June 2020 by John M. Vance, the firm became an SEC-registered investment adviser in September 2020. With 19 employees, Vance Wealth provides comprehensive investment advisory services to individuals (including high net worth), trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm is focused on delivering personalized financial planning, portfolio management, and retirement solutions for a diverse clientele.
Investment Strategy
Vance Wealth employs a client-centric, goals-based investment strategy, focusing on disciplined portfolio management tailored to each client's unique financial goals, time horizons, and risk tolerance. The firm typically constructs diversified portfolios across equities, fixed income, and alternative assets and emphasizes long-term strategies, regular reviews, and tax-efficient investment approaches. Vance Wealth integrates comprehensive financial planning with investment advice to meet the evolving needs of its clients, maximizing their potential for wealth accumulation and retirement readiness.
Latest 13F Filing Activity
Vance Wealth, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 118 equity positions with a total 13F market value of $296M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Vance Wealth, Inc. reduced exposure to Vanguard Scottsdale FDS, Ishares TR, Procter and Gamble Co. among others.
Top Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 21.13% | $62.6M | 1,747,982 | $24.64 | $35.84 | +$7.2M |
D DFAX | DIMENSIONAL ETF TRUST | 10.97% | $32.5M | 1,107,703 | $21.91 | $29.37 | +$3.9M |
P PG | PROCTER AND GAMBLE CO | 4.67% | $13.8M | 86,897 | $152.03 | $159.32 | -$953.1K |
V VONG | VANGUARD SCOTTSDALE FDS | 4.27% | $12.6M | 115,817 | $69.02 | $109.20 | +$588.9K |
D DUHP | DIMENSIONAL ETF TRUST | 2.85% | $8.4M | 237,485 | $33.39 | $35.56 | +$1.4M |
Industry Allocation
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