VANCE WEALTH, LLC EZBC — FRANKLIN TEMPLETON DIGITAL H

Ownership history in VANCE WEALTH, LLC  ·  5 quarters on record

AI Ownership Summary

VANCE WEALTH, LLC reported FRANKLIN TEMPLETON DIGITAL H (EZBC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.83% in 2026 Q1. The latest visible filing shows EZBC at 0.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EZBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VANCE WEALTH, LLC's position in FRANKLIN TEMPLETON DIGITAL H, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EZBC was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EZBC stock page VANCE WEALTH, LLC fund profile VANCE WEALTH, LLC full holdings
How VANCE WEALTH, LLC held EZBC — position size vs. price
% of Fund (quarterly)    EZBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 73,635 +23,915 +48.1% 0.83% $2.9M 2026-05-15 $45.70
2025 Q4 ADDED — — — 49,720 +31,704 +176.0% 0.75% $2.5M 2026-02-17 $39.18
2025 Q3 ADDED — — — 18,016 +3,816 +26.9% 0.37% $1.2M 2025-11-14 $54.54
2025 Q2 ADDED — — — 14,200 +2,699 +23.5% 0.30% $886K 2025-08-13 $71.18
2025 Q1 INITIATED — — — 11,501 — — 0.21% $549K 2025-05-14 $59.86

🏢 Other funds also holding EZBC

As of 2026 Q1 — sorted by position size

Elevate Capital Advisors, LLC 0.61% RETIREMENT GUYS FORMULA LLC 3Y 0.51% Rede Wealth, LLC 3Y 0.39% Round Rock Advisors LLC 3Y 0.33% RPTC Inc. 3Y 7Y 0.24% FF Advisors,LLC 0.23% First Financial Group Corp 0.19% Forefront Wealth Partners, LLC 0.14% Sierra Capital LLC 3Y 0.14% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.14%

FAQ About VANCE WEALTH, LLC and EZBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has VANCE WEALTH, LLC reported owning EZBC?

VANCE WEALTH, LLC reported EZBC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported EZBC position in VANCE WEALTH, LLC's portfolio?

The largest reported portfolio weight for EZBC was 0.83% in 2026 Q1.

What is the latest reported EZBC position on this page?

The most recent filing on this page is 2026 Q1, when VANCE WEALTH, LLC reported 73,635 shares, equal to 0.83% of portfolio, with an estimated market value of $2.9M.

What does the chart on this EZBC ownership page compare?

The chart compares VANCE WEALTH, LLC's quarterly EZBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VANCE WEALTH, LLC time their EZBC position?

Based on 13F filing dates vs. subsequent EZBC price moves, VANCE WEALTH, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on EZBC relative to SPY over the holding period was -39.9%.

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