VANCE WEALTH, LLC
Top Portfolio Positions
55 positions ·
$79,811,272 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 | 15.09% | |
| AAPL |
Apple Inc.
Technology
|
44,155 | $11,206,097 | 14.04% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,338 | $5,966,886 | 7.48% | |
| JNJ |
Johnson & Johnson
Healthcare
|
19,653 | $4,803,979 | 6.02% | |
| NVDA |
Nvidia Corp
Technology
|
26,328 | $4,591,603 | 5.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,117 | $3,773,227 | 4.73% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
9,707 | $3,608,577 | 4.52% | |
| EZBC |
Franklin Templeton Digital Holdings Trust
|
73,635 | $2,885,755 | 3.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,915 | $2,812,018 | 3.52% | |
| MSFT |
Microsoft Corp
Technology
|
5,647 | $2,090,349 | 2.62% |
Portfolio Trend
Holdings in BITB
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,295,380 | 35,191 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,463,132 | 51,790 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,680,437 | 43,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,234,622 | 38,140 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,668,144 | 37,169 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,247,655 | 24,536 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $865,683 | 25,027 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $681,586 | 20,850 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $380,519 | 9,830 | Shares | Sole | 2024-04-30 | |
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