§ 13F · FUND PROFILE
Fonville Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $394.9T (13F)Positions · 123Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$867.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 853K | $39.9T | 8.2% | +2% |
| 2 | BND | VANGUARD BD INDEX FDS | 345K | $25.5T | 5.2% | +7% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 243K | $24.8T | 5.1% | +11% |
| 4 | VUSB | VANGUARD BD INDEX FDS | 483K | $24.1T | 4.9% | +8% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 572K | $21.8T | 4.5% | +9% |
| 6 | AVLV | AMERICAN CENTY ETF TR | 243K | $18.4T | 3.8% | +11% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 226K | $17.4T | 3.6% | +10% |
| 8 | AVUS | AMERICAN CENTY ETF TR | 129K | $14.5T | 3.0% | +6% |
| 9 | BIV | VANGUARD BD INDEX FDS | 177K | $13.8T | 2.8% | +35% |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 275K | $13.7T | 2.8% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FONVILLE SIGNAL
AC read
Fonville Wealth Management LLC is a Other fund managing $394903.9 trillion in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed