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Portfolio (Quarterly) Guide ↗

Fonville Wealth Management LLC

· CIK 0002008703
13F Portfolio $612M AUM 147 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 147 New
Page 5 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VGT VANGUARD WORLD FD 5,249.0 $627K 0.10% NEW $119.52 -0.9%
82 V VISA INC Financial Services 1,804.0 $619K 0.10% NEW $343.18 +8.1%
83 META META PLATFORMS INC Communication Services 1,087.0 $612K 0.10% NEW $563.25 -2.4%
84 TSLA TESLA INC Consumer Cyclical 1,448.0 $609K 0.10% NEW $420.60 -13.7%
85 WMT WALMART INC Consumer Defensive 5,371.0 $608K 0.10% NEW $113.27 -8.4%
86 XLK SELECT SECTOR SPDR TR 3,088.0 $588K 0.10% NEW $190.50 -3.8%
87 LQD ISHARES TR 5,325.0 $581K 0.10% NEW $109.07 -2.9%
88 MU MICRON TECHNOLOGY INC Technology 502.0 $579K 0.10% NEW $1154.32 -16.2%
89 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 599.0 $560K 0.09% NEW $935.62 +1.3%
90 CSCO CISCO SYS INC Technology 4,749.0 $558K 0.09% NEW $117.46 -5.5%
91 GSLC GOLDMAN SACHS ETF TR 3,923.0 $557K 0.09% NEW $141.89 +3.0%
92 CAT CATERPILLAR INC Industrials 504.0 $537K 0.09% NEW $1064.95 -22.3%
93 APPN APPIAN CORP Technology 22,273.0 $510K 0.08% NEW $22.90 +67.2%
94 SO SOUTHERN CO Utilities 5,296.0 $507K 0.08% NEW $95.71 -7.1%
95 JPM JPMORGAN CHASE & CO Financial Services 1,474.0 $483K 0.08% NEW $327.36 +7.4%
96 AMD ADVANCED MICRO DEVICES INC Technology 826.0 $480K 0.08% NEW $580.91 -18.5%
97 ROK ROCKWELL AUTOMATION INC Industrials 954.0 $472K 0.08% NEW $495.08 -11.7%
98 SCHH SCHWAB STRATEGIC TR 19,717.0 $467K 0.08% NEW $23.68 +1.5%
99 PLTR PALANTIR TECHNOLOGIES INC Technology 3,998.0 $467K 0.08% NEW $116.68 +54.2%
100 AVGO BROADCOM INC Technology 1,210.0 $457K 0.07% NEW $377.66 -2.4%
Page 5 of 8  ·  147 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.2%
Financial Services 14.8%
Industrials 13.8%
Consumer Cyclical 9.2%
Communication Services 6.7%
Consumer Defensive 3.5%
Utilities 3.4%
Energy 3.2%
Healthcare 2.1%