Holdings

Vance Wealth, LLC

As of Jun 30, 2026, Vance Wealth, LLC reported 59 positions worth US$89M. Largest: Apple Inc, Procter & Gamble Company (the) and Berkshire Hathaway Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc44,750US$12.9M+595Jun 30, 2026
Procter & Gamble Company (the)76,566US$11.2M−6,838Jun 30, 2026
Berkshire Hathaway Inc.12,697US$6.35M+238Jun 30, 2026
Nvidia Corporation29,093US$5.82M+2,765Jun 30, 2026
Johnson & Johnson22,746US$5.78M+3,093Jun 30, 2026
Amazon.com, Inc.20,551US$4.9M+2,434Jun 30, 2026
Alphabet Inc (google) Class C12,652US$4.52M+1,010Jun 30, 2026
Tesla, Inc.9,656US$4.06M−51Jun 30, 2026
Micron Technology, Inc.2,680US$3.09M+1,120Jun 30, 2026
Microsoft Corp.8,011US$2.99M+2,364Jun 30, 2026