VANCE WEALTH, LLC

Position in MA — Mastercard Inc

CIK 1910854 SANTA CLARITA, CA

Position in MA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$329,731

+$63,413 QoQ

Shares Held

642

+20.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,866

of 3,563 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VANCE WEALTH, LLC holds $1,632,525 across 4 Credit Services names. MA ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,180	$747,936
2	MA	Mastercard Inc This page	642	$329,731
3	AXP	American Express Co	950	$321,337
4	COF	Capital One Financial Corp	1,164	$233,521

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,731	642	+20.5%	Shares	Sole	2026-08-14
2026-03-31	$266,318	533	+18.2%	Shares	Sole	2026-05-15
2025-12-31	$257,466	451	-3.2%	Shares	Defined	2026-02-17
2025-09-30	$265,065	466	-1.1%	Shares	Defined	2025-11-14
2025-06-30	$264,673	471	+18.3%	Shares	Defined	2025-08-13
2025-03-31	$218,151	398	—	Shares	Defined	2025-05-14
No filing history on record for this holder in this stock.