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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 8 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NFLX NETFLIX INC. Communication Services 3,064.0 $219K 0.04% NEW $71.41 +11.5%
142 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,666.0 $216K 0.04% NEW $81.16 -10.5%
143 PG PROCTER & GAMBLE CO Consumer Defensive 1,423.0 $209K 0.03% NEW $146.66 -1.4%
144 VGIT VANGUARD SCOTTSDALE FDS 3,507.0 $207K 0.03% NEW $58.98 -1.1%
145 BAC BANK OF AMER CORP Financial Services 3,623.0 $206K 0.03% NEW $56.98 +8.3%
146 MA MASTERCARD INCORPORATED Financial Services 396.0 $203K 0.03% NEW $513.65 +13.0%
147 DIS DISNEY WALT CO Communication Services 2,079.0 $200K 0.03% NEW $96.29 +11.9%
Page 8 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%