Long-term investor
Fonville Wealth Management LLC @fonvillewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002008703).
Record
- Tracked since 2025-12-31 (261 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.8%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 7.1% · long · since 2025-12-31
- AVUV · 5.7% · long · since 2025-12-31
- DFAI · 4.9% · long · since 2025-12-31
- AVLV · 4.4% · long · since 2025-12-31
- BND · 4.3% · long · since 2025-12-31
- VUSB · 4.1% · long · since 2025-12-31
- BIV · 4.1% · long · since 2025-12-31
- AVEM · 4.0% · long · since 2025-12-31
- VTI · 3.5% · long · since 2025-12-31
- AVUS · 2.8% · long · since 2025-12-31
- DFIV · 2.7% · long · since 2025-12-31
- SPTS · 2.7% · long · since 2025-12-31