# EDGAR Filing Document

**Accession Number:** 0001910854
**File Stem:** 0001951757-23-000078
**Filing Date:** 2023-1
**Character Count:** 10887
**Document Hash:** 049e5ad50c8bb5d67e8e1d2eeaadfced
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-23-000078.hdr.sgml**: 20230127

**ACCESSION NUMBER**: 0001951757-23-000078

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230127

**DATE AS OF CHANGE**: 20230127

**EFFECTIVENESS DATE**: 20230127

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** VANCE WEALTH, INC.
- **CENTRAL INDEX KEY:** 0001910854
- **IRS NUMBER:** 851659330
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22302
- **FILM NUMBER:** 23559901

**BUSINESS ADDRESS:**
- **STREET 1:** 26491 SUMMIT CIRCLE
- **CITY:** SANTA CLARITA
- **STATE:** CA
- **ZIP:** 91350
- **BUSINESS PHONE:** 888-775-0950

**MAIL ADDRESS:**
- **STREET 1:** 26491 SUMMIT CIRCLE
- **CITY:** SANTA CLARITA
- **STATE:** CA
- **ZIP:** 91350

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** VANCE WEALTH INC.<br>**Address:** 26491 SUMMIT CIRCLE<br>SANTA CLARITA, CA 91350

**Form 13F File Number:** 028-22302

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Christopher Pelch<br>**Title:** Chief Compliance Officer<br>**Phone:** (888) 775-0950

**Signature, Place, and Date of Signing:**

Christopher Pelch  Santa Clarita, CA  01-27-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 74

**Form 13F Information Table Value Total:** $160317394

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| LOTTERY COM INC | *W EXP 10/15/202 | 54570M116 |  | 403 | 29853 | SH |  | SOLE |  | 0 | 0 | 29853 |
| TABOOLA.COM LTD | ORD SHS | M8744T106 |  | 46200 | 15000 | SH |  | SOLE |  | 0 | 0 | 15000 |
| SUMMIT THERAPEUTICS INC | COM | 86627T108 |  | 56521 | 13299 | SH |  | SOLE |  | 0 | 0 | 13299 |
| HOME DEPOT INC | COM | 437076102 |  | 204993 | 649 | SH |  | SOLE |  | 0 | 0 | 649 |
| SPDR SER TR | S 400 MDCP VAL | 78464A839 |  | 210793 | 3257 | SH |  | SOLE |  | 0 | 0 | 3257 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 211541 | 1247 | SH |  | SOLE |  | 0 | 0 | 1247 |
| PFIZER INC | COM | 717081103 |  | 213312 | 4163 | SH |  | SOLE |  | 0 | 0 | 4163 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 219784 | 7728 | SH |  | SOLE |  | 0 | 0 | 7728 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 227694 | 1558 | SH |  | SOLE |  | 0 | 0 | 1558 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 236716 | 1803 | SH |  | SOLE |  | 0 | 0 | 1803 |
| TESLA INC | COM | 88160R101 |  | 246483 | 2001 | SH |  | SOLE |  | 0 | 0 | 2001 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 247951 | 1849 | SH |  | SOLE |  | 0 | 0 | 1849 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 256001 | 7401 | SH |  | SOLE |  | 0 | 0 | 7401 |
| TEXAS INSTRS INC | COM | 882508104 |  | 264352 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| WISDOMTREE TR | INTL LRGCAP DV | 97717W794 |  | 270662 | 6150 | SH |  | SOLE |  | 0 | 0 | 6150 |
| PEPSICO INC | COM | 713448108 |  | 277313 | 1535 | SH |  | SOLE |  | 0 | 0 | 1535 |
| META PLATFORMS INC | CL A | 30303M102 |  | 280994 | 2335 | SH |  | SOLE |  | 0 | 0 | 2335 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 292747 | 1188 | SH |  | SOLE |  | 0 | 0 | 1188 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 293899 | 3360 | SH |  | SOLE |  | 0 | 0 | 3360 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 296802 | 3345 | SH |  | SOLE |  | 0 | 0 | 3345 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 327016 | 4552 | SH |  | SOLE |  | 0 | 0 | 4552 |
| NETFLIX INC | COM | 64110L106 |  | 339997 | 1153 | SH |  | SOLE |  | 0 | 0 | 1153 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 347246 | 908 | SH |  | SOLE |  | 0 | 0 | 908 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 |  | 347710 | 9307 | SH |  | SOLE |  | 0 | 0 | 9307 |
| REALTY INCOME CORP | COM | 756109104 |  | 348480 | 5494 | SH |  | SOLE |  | 0 | 0 | 5494 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 378895 | 830 | SH |  | SOLE |  | 0 | 0 | 830 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 380519 | 3450 | SH |  | SOLE |  | 0 | 0 | 3450 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 384193 | 2737 | SH |  | SOLE |  | 0 | 0 | 2737 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | 92206C623 |  | 416524 | 2675 | SH |  | SOLE |  | 0 | 0 | 2675 |
| DEERE  CO | COM | 244199105 |  | 423186 | 987 | SH |  | SOLE |  | 0 | 0 | 987 |
| SEMPRA | COM | 816851109 |  | 426221 | 2758 | SH |  | SOLE |  | 0 | 0 | 2758 |
| BANK AMERICA CORP | COM | 060505104 |  | 442065 | 13347 | SH |  | SOLE |  | 0 | 0 | 13347 |
| ABBOTT LABS | COM | 002824100 |  | 459471 | 4185 | SH |  | SOLE |  | 0 | 0 | 4185 |
| CHEVRON CORP NEW | COM | 166764100 |  | 467701 | 2606 | SH |  | SOLE |  | 0 | 0 | 2606 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 500347 | 9979 | SH |  | SOLE |  | 0 | 0 | 9979 |
| MICROSOFT CORP | COM | 594918104 |  | 502117 | 2094 | SH |  | SOLE |  | 0 | 0 | 2094 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 506919 | 2916 | SH |  | SOLE |  | 0 | 0 | 2916 |
| SPDR SER TR | S 600 SMCP GRW | 78464A201 |  | 539272 | 7465 | SH |  | SOLE |  | 0 | 0 | 7465 |
| AMAZON COM INC | COM | 023135106 |  | 539700 | 6425 | SH |  | SOLE |  | 0 | 0 | 6425 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 588036 | 3703 | SH |  | SOLE |  | 0 | 0 | 3703 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | 92206C649 |  | 703222 | 5775 | SH |  | SOLE |  | 0 | 0 | 5775 |
| DISNEY WALT CO | COM | 254687106 |  | 767150 | 8830 | SH |  | SOLE |  | 0 | 0 | 8830 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 784626 | 5177 | SH |  | SOLE |  | 0 | 0 | 5177 |
| CBRE GROUP INC | CL A | 12504L109 |  | 1114458 | 14481 | SH |  | SOLE |  | 0 | 0 | 14481 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 1179689 | 30334 | SH |  | SOLE |  | 0 | 0 | 30334 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 1203343 | 7935 | SH |  | SOLE |  | 0 | 0 | 7935 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 1380067 | 19820 | SH |  | SOLE |  | 0 | 0 | 19820 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 1479273 | 14388 | SH |  | SOLE |  | 0 | 0 | 14388 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 1717849 | 33896 | SH |  | SOLE |  | 0 | 0 | 33896 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 1994126 | 19783 | SH |  | SOLE |  | 0 | 0 | 19783 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 2004137 | 9342 | SH |  | SOLE |  | 0 | 0 | 9342 |
| ISHARES TR | IBONDS DEC23 ETF | 46434VAX8 |  | 2005504 | 80124 | SH |  | SOLE |  | 0 | 0 | 80124 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 2140943 | 15439 | SH |  | SOLE |  | 0 | 0 | 15439 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 2216155 | 26458 | SH |  | SOLE |  | 0 | 0 | 26458 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 2277190 | 33341 | SH |  | SOLE |  | 0 | 0 | 33341 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 2308775 | 60918 | SH |  | SOLE |  | 0 | 0 | 60918 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 2480217 | 43913 | SH |  | SOLE |  | 0 | 0 | 43913 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2516892 | 11748 | SH |  | SOLE |  | 0 | 0 | 11748 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 2597403 | 112102 | SH |  | SOLE |  | 0 | 0 | 112102 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2679090 | 8673 | SH |  | SOLE |  | 0 | 0 | 8673 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 2888949 | 62968 | SH |  | SOLE |  | 0 | 0 | 62968 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3158047 | 11860 | SH |  | SOLE |  | 0 | 0 | 11860 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 3180762 | 68111 | SH |  | SOLE |  | 0 | 0 | 68111 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 3185814 | 38108 | SH |  | SOLE |  | 0 | 0 | 38108 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 3333848 | 31648 | SH |  | SOLE |  | 0 | 0 | 31648 |
| APPLE INC | COM | 037833100 |  | 4629301 | 35629 | SH |  | SOLE |  | 0 | 0 | 35629 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 4884547 | 62848 | SH |  | SOLE |  | 0 | 0 | 62848 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 5398714 | 97945 | SH |  | SOLE |  | 0 | 0 | 97945 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 5671276 | 85180 | SH |  | SOLE |  | 0 | 0 | 85180 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 6114920 | 246868 | SH |  | SOLE |  | 0 | 0 | 246868 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 6994696 | 63861 | SH |  | SOLE |  | 0 | 0 | 63861 |
| ETF SER SOLUTIONS | NETLEASE CORP | 26922A248 |  | 7528510 | 295120 | SH |  | SOLE |  | 0 | 0 | 295120 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 20373409 | 943213 | SH |  | SOLE |  | 0 | 0 | 943213 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 34403716 | 1416957 | SH |  | SOLE |  | 0 | 0 | 1416957 |

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