Vance Wealth, LLC
Vance Wealth, LLC reported 137 holdings worth US$444M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Vance Wealth, LLC reported 137 holdings worth US$444M as of Jun 30, 2026. Largest: Apple Inc, Procter & Gamble Company (the) and Berkshire Hathaway Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 137
- Value as reported
- US$444M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 44,750 | US$12.9M | 2.9% |
| Procter & Gamble Company (the) | 76,566 | US$11.2M | 2.5% |
| Berkshire Hathaway Inc. | 12,697 | US$6.35M | 1.4% |
| Nvidia Corporation | 29,093 | US$5.82M | 1.3% |
| Johnson & Johnson | 22,746 | US$5.78M | 1.3% |
| Amazon.com, Inc. | 20,551 | US$4.9M | 1.1% |
| Alphabet Inc (google) Class C | 12,652 | US$4.52M | 1.0% |
| Tesla, Inc. | 9,656 | US$4.06M | 0.92% |
| Micron Technology, Inc. | 2,680 | US$3.09M | 0.70% |
| Microsoft Corp. | 8,011 | US$2.99M | 0.67% |
| Meta Platforms, Inc. | 5,233 | US$2.95M | 0.66% |
| Advanced Micro Devices Inc | 2,961 | US$1.72M | 0.39% |
| Jp Morgan Chase & Co. | 3,799 | US$1.24M | 0.28% |
| Costco Wholesale Corporation | 1,219 | US$1.14M | 0.26% |
| Exxon Mobil Corporation | 8,237 | US$1.13M | 0.25% |
| Equinix, Inc. | 1,004 | US$1.05M | 0.24% |
| Bank Of America Corporation | 16,915 | US$964K | 0.22% |
| Eli Lilly And Company | 796 | US$955K | 0.22% |
| Uber Technologies, Inc. | 11,726 | US$846K | 0.19% |
| Visa Inc. | 2,180 | US$748K | 0.17% |
| California Bancorp | 35,133 | US$736K | 0.17% |
| Broadcom Inc. | 1,805 | US$682K | 0.15% |
| Cbre Group Inc | 4,871 | US$656K | 0.15% |
| Netflix, Inc. | 8,278 | US$591K | 0.13% |
| Chevron Corporation | 3,497 | US$580K | 0.13% |
| Walt Disney Company (the) | 5,938 | US$576K | 0.13% |
| Space Exploration Technologies Corp | 3,285 | US$561K | 0.13% |
| Caterpillar, Inc. | 525 | US$559K | 0.13% |
| Applied Materials, Inc. | 703 | US$509K | 0.11% |
| Texas Instruments Incorporated | 1,685 | US$502K | 0.11% |
| Walmart Inc. | 4,357 | US$493K | 0.11% |
| Intuit Inc. | 1,787 | US$466K | 0.11% |
| Dba Sempra | 4,569 | US$427K | 0.10% |
| Lam Research Corporation | 918 | US$398K | 0.09% |
| Marriott International | 1,001 | US$371K | 0.08% |
| Deere & Company | 574 | US$365K | 0.08% |
| Norfolk Southern Corporation | 1,155 | US$363K | 0.08% |
| United Parcel Service, Inc. | 3,377 | US$363K | 0.08% |
| Realty Income Corporation | 5,626 | US$350K | 0.08% |
| Abbott Laboratories | 3,707 | US$336K | 0.08% |
| Mastercard Incorporated | 642 | US$330K | 0.07% |
| American Express Company | 950 | US$321K | 0.07% |
| Conocophillips | 3,052 | US$317K | 0.07% |
| Shopify Inc. | 2,719 | US$310K | 0.07% |
| Cisco Systems, Inc. | 2,544 | US$299K | 0.07% |
| Pepsico, Inc. | 2,158 | US$292K | 0.07% |
| Summit Therapeutics Inc. | 19,983 | US$291K | 0.07% |
| Palantir Technologies Inc. | 2,430 | US$284K | 0.06% |
| Kla Corporation | 921 | US$278K | 0.06% |
| Western Digital Corporation | 435 | US$278K | 0.06% |
| Unitedhealth Group Incorporated | 668 | US$278K | 0.06% |
| Capital One Financial Corporation | 1,164 | US$234K | 0.05% |
| Phillips 66 | 1,332 | US$225K | 0.05% |
| Morgan Stanley | 1,040 | US$217K | 0.05% |
| Merck & Company, Inc. | 1,649 | US$213K | 0.05% |
| Kenvue Inc. | 10,686 | US$204K | 0.05% |
| Home Depot, Inc. (the) | 576 | US$203K | 0.05% |
| Hyperliquid Strategies Inc | 10,000 | US$78,700 | 0.02% |
| Lucid Group, Inc. | 10,000 | US$66,900 | 0.02% |
Source
View original at SEC
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