Vance Wealth, Inc. - Q12026 Holdings

Vance Wealth, Inc. holds 118 stocks with a total portfolio value of $ 346.22M as of Q12026. In Q12026, Vance Wealth, Inc. added 6 new positions, increased stakes in 55 stocks, reduced 38 holdings, and fully exited 4 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 21.99% of the total portfolio.