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Manager record

Vance Wealth, Llc

Santa Clarita, CA · CIK 1910854 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$443.71MReported 13F valueQ2 2026 · as filed
137Holdings listed
+28.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $296.5M$296.5MQ2 2025118 holdingsQ3 2025: $325.2M$325.2MQ3 2025116 holdingsQ4 2025: $336.7M$336.7MQ4 2025116 holdingsQ1 2026: $346.2M$346.2MQ1 2026118 holdingsQ2 2026: $443.7M$443.7MQ2 2026137 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$443.71M · 137 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$346.22M · 118 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$336.67M · 116 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR/A · period Q4 2025

$336.67M · 116 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$325.22M · 116 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$296.46M · 118 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology