Vance Wealth, LLC
Net buyer this quarter
$444M
78
+$7.84M
22.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $41M | 9.24% | Not reported | +0.1% | Q4 2021 |
 AAPL | $12.9M | 2.92% | 0.00% | +1.4% | Q4 2021 |
 PG | $11.2M | 2.53% | 0.00% | -8.2% | Q4 2021 |
 QQQ | $7.62M | 1.72% | Not reported | 0.0% | Q4 2021 |
 NVDA | $5.82M | 1.31% | 0.00% | +10.5% | Q4 2021 |
 JNJ | $5.78M | 1.30% | 0.00% | +15.7% | Q4 2021 |
 AMZN | $4.9M | 1.10% | 0.00% | +13.4% | Q4 2021 |
 BRK.B | $4.86M | 1.09% | Not reported | +2.6% | Q4 2021 |
 TSLA | $4.06M | 0.92% | 0.00% | -0.5% | Q4 2021 |
 IWS | $3.61M | 0.81% | Not reported | -6.0% | Q1 2022 |
 MU | $3.09M | 0.70% | 0.00% | +71.8% | Q3 2025 |
 MSFT | $2.99M | 0.67% | 0.00% | +41.9% | Q4 2021 |
 META | $2.95M | 0.66% | Not reported | +6.5% | Q4 2021 |
 EZBC | $2.59M | 0.58% | 0.76% | +3.6% | Q1 2025 |
 GOOG | $2.37M | 0.53% | Not reported | +5.8% | Q4 2021 |
| SCZ | $2.34M | 0.53% | Not reported | -3.5% | Q4 2021 |
| GOOGL | $2.15M | 0.49% | 0.00% | +13.2% | Q2 2023 |
 AMD | $1.72M | 0.39% | 0.00% | +5.5% | Q2 2025 |
| BRK.A | $1.5M | 0.34% | Not reported | Not reported | Q1 2023 |
 JPM | $1.24M | 0.28% | 0.00% | +15.8% | Q4 2021 |
 BITB | $1.15M | 0.26% | 0.05% | +2.7% | Q1 2024 |
 COST | $1.14M | 0.26% | 0.00% | -13.1% | Q4 2021 |
 XOM | $1.13M | 0.25% | 0.00% | +5.6% | Q4 2021 |
 EQIX | $1.05M | 0.24% | 0.00% | Not reported | Q1 2024 |
 MDT | $967K | 0.22% | 0.00% | -35.0% | Q4 2021 |
 BAC | $964K | 0.22% | 0.00% | -22.2% | Q4 2021 |
 LLY | $955K | 0.22% | 0.00% | +27.6% | Q3 2023 |
 UBER | $846K | 0.19% | 0.00% | +11.0% | Q2 2024 |
 V | $748K | 0.17% | 0.00% | -0.7% | Q1 2023 |
| IBIT | $741K | 0.17% | 0.00% | +11.5% | Q1 2026 |
 BCAL | $736K | 0.17% | 0.11% | Not reported | Q2 2023 |
 AVGO | $682K | 0.15% | 0.00% | +31.3% | Q3 2024 |
 CBRE | $656K | 0.15% | 0.00% | Not reported | Q4 2021 |
 NFLX | $591K | 0.13% | 0.00% | -3.7% | Q1 2022 |
 CVX | $580K | 0.13% | 0.00% | +5.1% | Q4 2021 |
 DIS | $576K | 0.13% | 0.00% | +4.1% | Q4 2021 |
 SPCX | $561K | 0.13% | Not reported | New | Q2 2026 |
 CAT | $559K | 0.13% | 0.00% | +28.4% | Q3 2025 |
 SPY | $540K | 0.12% | Not reported | -1.9% | Q4 2022 |
 AMAT | $509K | 0.11% | 0.00% | New | Q2 2026 |
 TXN | $502K | 0.11% | 0.00% | -6.8% | Q4 2021 |
 WMT | $493K | 0.11% | 0.00% | +4.2% | Q1 2022 |
 VOT | $470K | 0.11% | Not reported | -42.0% | Q2 2025 |
 INTU | $466K | 0.11% | 0.00% | +43.7% | Q3 2023 |
 SRE | $427K | 0.10% | 0.00% | -7.9% | Q4 2021 |
 LRCX | $398K | 0.09% | 0.00% | New | Q2 2026 |
 BSVN | $389K | 0.09% | 0.05% | +9.4% | Q4 2021 |
| GLD | $381K | 0.09% | 0.00% | Not reported | Q4 2022 |
 CALI | $380K | 0.09% | Not reported | New | Q2 2026 |
 MAR | $371K | 0.08% | 0.00% | -12.8% | Q3 2025 |
| Q1 2026 | |||||
| DFAX | $37.8M | 10.91% | Not reported | -1.7% | Q4 2021 |
| PG | $12M | 3.48% | 0.00% | +0.3% | Q4 2021 |
| AAPL | $11.2M | 3.24% | 0.00% | +5.3% | Q4 2021 |
| QQQ | $5.97M | 1.72% | Not reported | -1.8% | Q4 2021 |
| JNJ | $4.8M | 1.39% | 0.00% | +1.3% | Q4 2021 |
| NVDA | $4.59M | 1.33% | 0.00% | +20.2% | Q4 2021 |
| BRK.B | $4.53M | 1.31% | Not reported | +10.6% | Q4 2021 |
| AMZN | $3.77M | 1.09% | 0.00% | +20.6% | Q4 2021 |
| TSLA | $3.61M | 1.04% | 0.00% | +5.0% | Q4 2021 |
| IWS | $3.41M | 0.98% | Not reported | -2.5% | Q1 2022 |
| EZBC | $2.89M | 0.83% | 0.72% | +48.1% | Q1 2025 |
| META | $2.81M | 0.81% | Not reported | +34.9% | Q4 2021 |
| SCZ | $2.31M | 0.67% | Not reported | -3.7% | Q4 2021 |
| MSFT | $2.09M | 0.60% | 0.00% | +9.0% | Q4 2021 |
| GOOG | $1.82M | 0.53% | Not reported | -0.7% | Q4 2021 |
| MDT | $1.65M | 0.48% | 0.00% | -0.3% | Q4 2021 |
| GOOGL | $1.53M | 0.44% | 0.00% | -4.6% | Q2 2023 |
| BRK.A | $1.44M | 0.41% | Not reported | Not reported | Q1 2023 |
| COST | $1.4M | 0.40% | 0.00% | +45.3% | Q4 2021 |
| XOM | $1.32M | 0.38% | 0.00% | +13.8% | Q4 2021 |
| BITB | $1.3M | 0.37% | 0.05% | -32.1% | Q1 2024 |
| BAC | $1.06M | 0.31% | 0.00% | +66.6% | Q4 2021 |
| EQIX | $984K | 0.28% | 0.00% | Not reported | Q1 2024 |
| JPM | $965K | 0.28% | 0.00% | +5.7% | Q4 2021 |
| NFLX | $827K | 0.24% | 0.00% | +11.7% | Q1 2022 |
| IBIT | $768K | 0.22% | 0.00% | New | Q1 2026 |
| UBER | $760K | 0.22% | 0.00% | +3.0% | Q2 2024 |
| CVX | $688K | 0.20% | 0.00% | +3.1% | Q4 2021 |
| VOT | $681K | 0.20% | Not reported | +1.2% | Q2 2025 |
| V | $663K | 0.19% | 0.00% | +74.9% | Q1 2023 |
| CBRE | $660K | 0.19% | 0.00% | -10.9% | Q4 2021 |
| BCAL | $626K | 0.18% | 0.11% | Not reported | Q2 2023 |
| LLY | $574K | 0.17% | 0.00% | +18.2% | Q3 2023 |
| AMD | $571K | 0.16% | 0.00% | +77.5% | Q2 2025 |
| DIS | $550K | 0.16% | 0.00% | -0.1% | Q4 2021 |
| INTU | $538K | 0.16% | 0.00% | +12.6% | Q3 2023 |
| MU | $527K | 0.15% | 0.00% | -9.6% | Q3 2025 |
| WMT | $521K | 0.15% | 0.00% | +2.5% | Q1 2022 |
| SRE | $485K | 0.14% | 0.00% | -1.8% | Q4 2021 |
| SPY | $480K | 0.14% | Not reported | Not reported | Q4 2022 |
| GLD | $445K | 0.13% | 0.00% | Not reported | Q4 2022 |
| AVGO | $426K | 0.12% | 0.00% | +5.9% | Q3 2024 |
 COP | $385K | 0.11% | 0.00% | +6.3% | Q2 2024 |
 SMMT | $379K | 0.11% | 0.00% | Not reported | Q4 2021 |
| MAR | $375K | 0.11% | 0.00% | -10.3% | Q3 2025 |
 ABT | $373K | 0.11% | 0.00% | +0.4% | Q4 2021 |
| BSVN | $358K | 0.10% | 0.05% | +0.4% | Q4 2021 |
 DE | $353K | 0.10% | 0.00% | -17.8% | Q4 2021 |
| TXN | $351K | 0.10% | 0.00% | +4.2% | Q4 2021 |
 O | $346K | 0.10% | 0.00% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| DFAX | $37M | 10.99% | Not reported | +2.1% | Q4 2021 |
| PG | $11.9M | 3.54% | 0.00% | -4.3% | Q4 2021 |
| AAPL | $11.4M | 3.39% | 0.00% | -1.7% | Q4 2021 |
| QQQ | $6.47M | 1.92% | Not reported | +1.8% | Q4 2021 |
| BRK.B | $4.3M | 1.28% | Not reported | 0.0% | Q4 2021 |
| TSLA | $4.16M | 1.24% | 0.00% | -6.7% | Q4 2021 |
| NVDA | $4.09M | 1.21% | 0.00% | -4.9% | Q4 2021 |
| JNJ | $4.01M | 1.19% | 0.00% | +0.1% | Q4 2021 |
| AMZN | $3.47M | 1.03% | 0.00% | +1.1% | Q4 2021 |
| IWS | $3.38M | 1.00% | Not reported | -6.8% | Q1 2022 |
| EZBC | $2.52M | 0.75% | 0.49% | +176.0% | Q1 2025 |
| MSFT | $2.51M | 0.74% | 0.00% | -1.6% | Q4 2021 |
| BITB | $2.46M | 0.73% | 0.07% | +20.2% | Q1 2024 |
| META | $2.41M | 0.71% | Not reported | -3.1% | Q4 2021 |
| SCZ | $2.37M | 0.70% | Not reported | -1.1% | Q4 2021 |
| GOOG | $2M | 0.59% | Not reported | +6.2% | Q4 2021 |
| MDT | $1.83M | 0.54% | 0.00% | -21.8% | Q4 2021 |
| GOOGL | $1.75M | 0.52% | 0.00% | -15.8% | Q2 2023 |
| BRK.A | $1.51M | 0.45% | Not reported | Not reported | Q1 2023 |
| JPM | $1M | 0.30% | 0.00% | -5.8% | Q4 2021 |
| CBRE | $879K | 0.26% | 0.00% | -9.7% | Q4 2021 |
| UBER | $838K | 0.25% | 0.00% | +3.4% | Q2 2024 |
| COST | $832K | 0.25% | 0.00% | -2.3% | Q4 2021 |
| XOM | $825K | 0.24% | 0.00% | +1.6% | Q4 2021 |
| EQIX | $769K | 0.23% | 0.00% | -3.0% | Q1 2024 |
| INTU | $732K | 0.22% | 0.00% | +0.6% | Q3 2023 |
| VOT | $730K | 0.22% | Not reported | +10.6% | Q2 2025 |
| NFLX | $722K | 0.21% | 0.00% | -11.4% | Q1 2022 |
| BAC | $718K | 0.21% | 0.00% | +0.1% | Q4 2021 |
| BCAL | $659K | 0.20% | 0.11% | -6.6% | Q2 2023 |
| DIS | $654K | 0.19% | 0.00% | Not reported | Q4 2021 |
| LLY | $568K | 0.17% | 0.00% | +6.9% | Q3 2023 |
| SPY | $503K | 0.15% | Not reported | Not reported | Q4 2022 |
| MU | $493K | 0.15% | 0.00% | +31.9% | Q3 2025 |
| CVX | $492K | 0.15% | 0.00% | -11.1% | Q4 2021 |
| WMT | $456K | 0.14% | 0.00% | -10.5% | Q1 2022 |
| ABT | $454K | 0.13% | 0.00% | +0.3% | Q4 2021 |
| AVGO | $449K | 0.13% | 0.00% | +8.4% | Q3 2024 |
| SRE | $449K | 0.13% | 0.00% | +0.2% | Q4 2021 |
| V | $440K | 0.13% | 0.00% | -9.1% | Q1 2023 |
| GLD | $410K | 0.12% | 0.00% | -7.5% | Q4 2022 |
 SHOP | $397K | 0.12% | 0.00% | -26.1% | Q3 2024 |
| MAR | $397K | 0.12% | 0.00% | +0.9% | Q3 2025 |
 PYPL | $379K | 0.11% | 0.00% | +35.6% | Q2 2023 |
| BSVN | $358K | 0.11% | 0.05% | +1.7% | Q4 2021 |
 NSC | $355K | 0.11% | 0.00% | +0.2% | Q4 2021 |
| DE | $355K | 0.11% | 0.00% | +7.1% | Q4 2021 |
| SMMT | $350K | 0.10% | 0.00% | +0.4% | Q4 2021 |
| AMD | $339K | 0.10% | 0.00% | -15.7% | Q2 2025 |
| O | $319K | 0.09% | 0.00% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| DFAX | $34.8M | 10.69% | Not reported | 0.0% | Q4 2021 |
| PG | $13.4M | 4.11% | 0.00% | 0.0% | Q4 2021 |
| AAPL | $10.9M | 3.34% | 0.00% | +10.4% | Q4 2021 |
| QQQ | $6.22M | 1.91% | Not reported | -0.8% | Q4 2021 |
| TSLA | $4.41M | 1.35% | 0.00% | -3.6% | Q4 2021 |
| BRK.B | $4.3M | 1.32% | Not reported | +0.5% | Q4 2021 |
| NVDA | $4.3M | 1.32% | 0.00% | -2.7% | Q4 2021 |
| IWS | $3.59M | 1.10% | Not reported | -8.1% | Q1 2022 |
| JNJ | $3.59M | 1.10% | 0.00% | -0.8% | Q4 2021 |
| AMZN | $3.26M | 1.00% | 0.00% | +1.7% | Q4 2021 |
| META | $2.76M | 0.85% | Not reported | +5.6% | Q4 2021 |
| MSFT | $2.73M | 0.84% | 0.00% | +6.5% | Q4 2021 |
| BITB | $2.68M | 0.82% | 0.06% | +13.0% | Q1 2024 |
| SCZ | $2.37M | 0.73% | Not reported | -3.0% | Q4 2021 |
| MDT | $2.32M | 0.71% | 0.00% | -0.8% | Q4 2021 |
| GOOGL | $1.61M | 0.50% | 0.00% | +25.4% | Q2 2023 |
| BRK.A | $1.51M | 0.46% | Not reported | Not reported | Q1 2023 |
| GOOG | $1.46M | 0.45% | Not reported | -6.2% | Q4 2021 |
| EZBC | $1.19M | 0.37% | 0.19% | +26.9% | Q1 2025 |
| NFLX | $1.04M | 0.32% | 0.00% | -3.0% | Q1 2022 |
| JPM | $1.04M | 0.32% | 0.00% | -2.7% | Q4 2021 |
| UBER | $971K | 0.30% | 0.00% | -19.7% | Q2 2024 |
| CBRE | $954K | 0.29% | 0.00% | -14.5% | Q4 2021 |
| COST | $914K | 0.28% | 0.00% | -9.0% | Q4 2021 |
| EQIX | $811K | 0.25% | 0.00% | Not reported | Q1 2024 |
| XOM | $761K | 0.23% | 0.00% | +3.9% | Q4 2021 |
| INTU | $751K | 0.23% | 0.00% | -1.5% | Q3 2023 |
| VOT | $696K | 0.21% | Not reported | -1.2% | Q2 2025 |
| BAC | $673K | 0.21% | 0.00% | -1.1% | Q4 2021 |
| DIS | $654K | 0.20% | 0.00% | -9.4% | Q4 2021 |
| BCAL | $628K | 0.19% | 0.12% | Not reported | Q2 2023 |
| CVX | $564K | 0.17% | 0.00% | +1.3% | Q4 2021 |
| SHOP | $496K | 0.15% | 0.00% | -24.9% | Q3 2024 |
| SPY | $491K | 0.15% | Not reported | +0.6% | Q4 2022 |
| ABT | $484K | 0.15% | 0.00% | +1.9% | Q4 2021 |
| V | $471K | 0.14% | 0.00% | +5.7% | Q1 2023 |
| WMT | $470K | 0.14% | 0.00% | +3.0% | Q1 2022 |
| SRE | $454K | 0.14% | 0.00% | +0.1% | Q4 2021 |
| SMMT | $411K | 0.13% | 0.00% | -0.1% | Q4 2021 |
| GLD | $397K | 0.12% | 0.00% | Not reported | Q4 2022 |
| AVGO | $395K | 0.12% | 0.00% | +1.9% | Q3 2024 |
| LLY | $377K | 0.12% | 0.00% | +8.6% | Q3 2023 |
| NSC | $368K | 0.11% | 0.00% | -1.1% | Q4 2021 |
| BSVN | $352K | 0.11% | 0.05% | +1.6% | Q4 2021 |
| O | $342K | 0.11% | 0.00% | Not reported | Q4 2021 |
| MAR | $330K | 0.10% | 0.00% | New | Q3 2025 |
| IAU | $327K | 0.10% | 0.00% | -0.2% | Q4 2021 |
| DE | $325K | 0.10% | 0.00% | -2.7% | Q4 2021 |
| PYPL | $321K | 0.10% | 0.00% | -24.3% | Q2 2023 |
| TXN | $320K | 0.10% | 0.00% | +1.6% | Q4 2021 |