Fonville Wealth Management LLC
Fonville Wealth Management LLC reported 147 holdings worth US$612M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Fonville Wealth Management LLC reported 147 holdings worth US$612M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and General Dynamics Corporation. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 147
- Value as reported
- US$612M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 29,247 | US$8.46M | 1.4% |
| Alphabet Inc (google) Class C | 12,494 | US$4.46M | 0.73% |
| General Dynamics Corporation | 9,783 | US$3.47M | 0.57% |
| Microsoft Corp. | 9,182 | US$3.42M | 0.56% |
| Nvidia Corporation | 14,345 | US$2.87M | 0.47% |
| Amazon.com, Inc. | 10,007 | US$2.39M | 0.39% |
| Peoples Bancorp Inc. | 48,838 | US$1.88M | 0.31% |
| Rtx Corporation | 8,563 | US$1.62M | 0.27% |
| Palo Alto Networks, Inc. | 3,928 | US$1.34M | 0.22% |
| Exxon Mobil Corporation | 9,399 | US$1.29M | 0.21% |
| Berkshire Hathaway Inc. | 1,764 | US$883K | 0.14% |
| Draftkings Inc. | 33,273 | US$840K | 0.14% |
| Visa Inc. | 1,804 | US$619K | 0.10% |
| Meta Platforms, Inc. | 1,087 | US$612K | 0.10% |
| Tesla, Inc. | 1,448 | US$609K | 0.10% |
| Walmart Inc. | 5,371 | US$608K | 0.10% |
| Micron Technology, Inc. | 502 | US$579K | 0.09% |
| Costco Wholesale Corporation | 599 | US$560K | 0.09% |
| Cisco Systems, Inc. | 4,749 | US$558K | 0.09% |
| Caterpillar, Inc. | 504 | US$537K | 0.09% |
| Appian Corporation | 22,273 | US$510K | 0.08% |
| Southern Company (the) | 5,296 | US$507K | 0.08% |
| Jp Morgan Chase & Co. | 1,474 | US$483K | 0.08% |
| Advanced Micro Devices Inc | 826 | US$480K | 0.08% |
| Rockwell Automation, Inc. | 954 | US$472K | 0.08% |
| Palantir Technologies Inc. | 3,998 | US$467K | 0.08% |
| Broadcom Inc. | 1,210 | US$457K | 0.07% |
| Space Exploration Technologies Corp | 2,620 | US$448K | 0.07% |
| Oracle Corporation | 2,726 | US$400K | 0.07% |
| Abbvie Inc. | 1,522 | US$383K | 0.06% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 799 | US$381K | 0.06% |
| Ge Aerospace | 980 | US$366K | 0.06% |
| Eli Lilly And Company | 294 | US$352K | 0.06% |
| Ge Vernova Inc. | 295 | US$347K | 0.06% |
| Lam Research Corporation | 701 | US$304K | 0.05% |
| Dominion Energy, Inc. | 3,919 | US$268K | 0.04% |
| The Hershey Company | 1,499 | US$263K | 0.04% |
| Johnson & Johnson | 1,016 | US$258K | 0.04% |
| Nextera Energy, Inc. | 2,888 | US$253K | 0.04% |
| Truist Financial Corporation | 5,008 | US$250K | 0.04% |
| Mcdonald's Corporation | 891 | US$241K | 0.04% |
| Chevron Corporation | 1,409 | US$234K | 0.04% |
| Home Depot, Inc. (the) | 631 | US$223K | 0.04% |
| Netflix, Inc. | 3,064 | US$219K | 0.04% |
| Public Service Enterprise Group Incorporated | 2,666 | US$216K | 0.04% |
| Procter & Gamble Company (the) | 1,423 | US$209K | 0.03% |
| Bank Of America Corporation | 3,623 | US$206K | 0.03% |
| Mastercard Incorporated | 396 | US$203K | 0.03% |
| Walt Disney Company (the) | 2,079 | US$200K | 0.03% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Blackstone Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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