VANCE WEALTH, LLC
Top Portfolio Positions
56 positions ·
$84,345,462 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
83,404 | $12,046,873 | 14.28% | |
| AAPL |
Apple Inc.
Technology
|
44,155 | $11,206,097 | 13.29% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,338 | $5,966,886 | 7.07% | |
| JNJ |
Johnson & Johnson
Healthcare
|
19,653 | $4,803,979 | 5.70% | |
| NVDA |
Nvidia Corp
Technology
|
26,328 | $4,591,603 | 5.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,462 | $4,534,190 | 5.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,117 | $3,773,227 | 4.47% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
9,707 | $3,608,577 | 4.28% | |
| EZBC |
Franklin Templeton Digital Holdings Trust
|
73,635 | $2,885,755 | 3.42% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,915 | $2,812,018 | 3.33% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BCAL
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $622,556 | 35,133 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $655,933 | 35,133 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $627,718 | 37,633 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $593,096 | 37,633 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $539,280 | 37,633 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $622,449 | 37,633 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $606,123 | 40,982 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $552,027 | 40,982 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $611,041 | 40,982 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $711,037 | 40,982 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $574,157 | 40,982 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $562,273 | 40,982 | Shares | Sole | 2023-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||