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Livermore
Livermore
ZHEN

Vance Wealth, Inc.

SEC CIK
0001910854
Latest filing
Aug 14, 2026

V holding history

Visa Inc. 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
2,180
Value
$748.0K
% of portfolio
0.2%
Quarters held
14
Since Q1 2023
Holdings of V by Vance Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,180$748.0K0.2%−15−0.7%ReducedHolders
Q1 20262,195$663.4K0.2%+940+74.9%AddedHolders
Q4 20251,255$440.1K0.1%−126−9.1%ReducedHolders
Q3 20251,381$471.4K0.1%+75+5.7%AddedHolders
Q2 20251,306$463.7K0.2%−9−0.7%ReducedHolders
Q1 20251,315$460.9K0.2%+199+17.8%AddedHolders
Q4 20241,116$352.7K0.1%+66+6.3%AddedHolders
Q3 20241,050$288.7K0.1%−72−6.4%ReducedHolders
Q2 20241,122$294.5K0.1%+51+4.8%AddedHolders
Q1 20241,071$298.9K0.1%+76+7.6%AddedHolders
Q4 2023995$259.0K0.1%00.0%UnchangedHolders
Q3 2023995$228.9K0.1%00.0%UnchangedHolders
Q2 2023995$236.3K0.1%+98+10.9%AddedHolders
Q1 2023897$202.2K0.1%+897NewHolders