Holdings
Fonville Wealth Management LLC
As of Jun 30, 2026, Fonville Wealth Management LLC reported 49 positions worth US$47.2M. Largest: Apple Inc, Alphabet Inc (google) Class C and General Dynamics Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 29,247 | US$8.46M | −2,071 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 12,494 | US$4.46M | −330 | Jun 30, 2026 |
| General Dynamics Corporation | 9,783 | US$3.47M | +8 | Jun 30, 2026 |
| Microsoft Corp. | 9,182 | US$3.42M | +258 | Jun 30, 2026 |
| Nvidia Corporation | 14,345 | US$2.87M | +1,180 | Jun 30, 2026 |
| Amazon.com, Inc. | 10,007 | US$2.39M | −187 | Jun 30, 2026 |
| Peoples Bancorp Inc. | 48,838 | US$1.88M | new | Jun 30, 2026 |
| Rtx Corporation | 8,563 | US$1.62M | +699 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 3,928 | US$1.34M | −7 | Jun 30, 2026 |
| Exxon Mobil Corporation | 9,399 | US$1.29M | −374 | Jun 30, 2026 |