Long-term investor
Vance Wealth, LLC @vancewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910854).
Record
- Tracked since 2025-06-30 (434 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +11.2% · 6 months +11.5% · 1 year +19.9% · all +19.9%
- Max drawdown -1.7% · Sharpe 1.19 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 20.1% · long · since 2025-06-30
- DFAX · 9.2% · long · since 2025-06-30
- PYLD · 5.6% · long · since 2026-06-30
- VONG · 3.7% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- MINT · 2.7% · long · since 2026-03-31
- DFAT · 2.6% · long · since 2025-06-30
- PG · 2.5% · long · since 2025-06-30
- DUHP · 2.4% · long · since 2025-06-30
- QQQM · 2.3% · long · since 2025-06-30
- DFLV · 2.1% · long · since 2025-06-30
- 46090E103 · 1.7% · long · since 2025-06-30