SEC Form 13F

Fonville Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$612,325,650
Positions147

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$43,419,627840,001
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$34,619,092277,486
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$29,800,989722,448
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$26,875,028294,650
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$26,322,283358,565
VANGUARD BD INDEX FDSVUSBVANGUARD ULTRA$25,367,546509,593
VANGUARD BD INDEX FDSBIVINTERMED TERM$24,985,069325,750
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$24,439,004253,280
VANGUARD INDEX FDSVTITOTAL STK MKT$21,465,55958,009
AMERICAN CENTY ETF TRAVUSUS EQT ETF$17,412,015135,947

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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