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Livermore
Livermore
ZHEN

Vance Wealth, Inc.

SEC CIK
0001910854
Latest filing
Aug 14, 2026

SRE holding history

Sempra in every 13F filed by Vance Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SRE overviewAll 13F holders of SREFull Q2 2026 holdings

Shares (Q2 2026)
4,569
Value
$426.6K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of SRE by Vance Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,569$426.6K0.1%−390−7.9%ReducedHolders
Q1 20264,959$485.1K0.1%−91−1.8%ReducedHolders
Q4 20255,050$449.1K0.1%+8+0.2%AddedHolders
Q3 20255,042$453.7K0.1%+7+0.1%AddedHolders
Q2 20255,035$381.5K0.1%+4+0.1%AddedHolders
Q1 20255,031$359.0K0.1%−370−6.9%ReducedHolders
Q4 20245,401$473.7K0.2%−29−0.5%ReducedHolders
Q3 20245,430$454.1K0.2%+11+0.2%AddedHolders
Q2 20245,419$412.1K0.2%+13+0.2%AddedHolders
Q1 20245,406$388.3K0.2%+18+0.3%AddedHolders
Q4 20235,388$402.7K0.2%+4+0.1%AddedHolders
Q3 20235,384$366.3K0.2%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q2 20232,691$391.8K0.2%00.0%UnchangedHolders
Q1 20232,691$410.1K0.2%−67−2.4%ReducedHolders
Q4 20222,758$426.2K0.3%00.0%UnchangedHolders
Q3 20222,758$414.0K0.3%00.0%UnchangedHolders
Q2 20222,758$414.0K0.3%−42−1.5%ReducedHolders
Q1 20222,800$471.0K0.6%00.0%UnchangedHolders
Q4 20212,800$370.0K0.4%–No prior filingHolders