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Christopher Pelch

Vance Wealth, Llc

Assets Managed
$346.22M
Holdings
118
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
2.84%(2Q avg: 3.18%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Vance Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Vance Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 346.22M in assets, with a quarterly growth rate of 2.84% and a 2-quarter average growth rate of 3.18%. The portfolio is managed by Christopher Pelch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.79%
21.99%
$76.125M
1.959M shares@ $38.86 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -1.71%
10.91%
$37.762M
1.112M shares@ $33.98 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 8.84%
4.01%
$13.853M
126,290 shares@ $109.7 avg price
PG
Procter & Gamble Co The
Recent Activity
Increased 0.28%
3.48%
$12.047M
83,404 shares@ $144.44 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.32%
3.24%
$11.206M
44,155 shares@ $253.8 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 1.55%
3.01%
$10.39M
166,376 shares@ $62.45 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 2.49%
2.73%
$9.428M
256,470 shares@ $36.76 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 14.59%
2.35%
$8.117M
227,306 shares@ $35.72 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 2.34%
2.3%
$7.953M
33,467 shares@ $237.63 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 2.88%
1.76%
$6.08M
47,454 shares@ $128.12 avg price

1-10 of 118