Fonville Wealth Management LLC - Q12026 Holdings

Fonville Wealth Management LLC holds 138 stocks with a total portfolio value of $ 525.31M as of Q12026. In Q12026, Fonville Wealth Management LLC added 14 new positions, increased stakes in 68 stocks, reduced 46 holdings, and fully exited 3 positions. The largest holding is Dimensional Etf Trust (DFAU), representing 7.28% of the total portfolio.