Vested Financial Planning

Latest statistics and disclosures from Vested Financial Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DFAC, DFAX, VOO, DFNM, VTEB, and represent 68.49% of Vested Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: DFNM, VTEB, MUST, AOR, VGT, DUHP, VOO, IWM, DFCF, SPEM.
  • Started 3 new stock positions in MUST, IWM, AOR.
  • Reduced shares in these 7 stocks: DFAX, DFAC, ABNB, AAPL, VEA, VTI, DFGR.
  • Sold out of its position in ABNB.
  • Vested Financial Planning was a net buyer of stock by $4.5M.
  • Vested Financial Planning has $149M in assets under management (AUM), dropping by 13.43%.
  • Central Index Key (CIK): 0002044679

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Portfolio Holdings for Vested Financial Planning

Vested Financial Planning holds 29 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 28.8 $43M 966k 44.36
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Dimensional Etf Trust World Ex Us Core (DFAX) 13.1 $19M -4% 528k 36.84
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 13.0 $19M 28k 686.80
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 8.0 $12M +20% 245k 48.34
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 5.7 $8.5M +25% 169k 50.58
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 5.1 $7.6M 151k 50.39
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Dimensional Etf Trust Core Fixe In Etf (DFCF) 5.0 $7.5M 178k 42.21
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Dimensional Etf Trust Us High Prof Etf (DUHP) 4.9 $7.3M +4% 176k 41.73
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Vanguard Index Fds Extend Mkt Etf (VXF) 3.3 $4.9M 20k 246.21
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Apple (AAPL) 1.8 $2.7M -2% 9.4k 289.36
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 1.7 $2.5M +3% 48k 51.78
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Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 1.5 $2.3M 43k 53.59
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.6M 4.4k 370.06
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Ishares Tr Core Univrsl Usd (IUSB) 1.1 $1.6M +3% 34k 46.15
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $985k 6.3k 156.94
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Dimensional Etf Trust Glob Co Plus Etf (DFGP) 0.6 $947k 17k 54.46
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $922k 1.2k 746.49
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Ishares Tr Core Intl Aggr (IAGG) 0.6 $892k +2% 18k 50.60
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Ishares Tr Core Us Aggbd Et (AGG) 0.6 $889k 9.0k 98.98
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $773k 1.1k 736.40
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $707k +2% 6.8k 103.88
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Columbia Etf Tr I Multi Sec Muni (MUST) 0.4 $539k NEW 26k 20.80
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Vanguard World Inf Tech Etf (VGT) 0.3 $441k +700% 3.7k 119.52
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Ishares Tr Core 60 Bala Etf (AOR) 0.3 $407k NEW 5.9k 69.50
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Ishares Tr Esg Msci Leadr (SUSL) 0.2 $339k 2.5k 132.78
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Ishares Tr Core 80 20 Etf (AOA) 0.2 $303k 3.1k 97.60
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Dimensional Etf Trust Global Real Est (DFGR) 0.2 $293k -2% 10k 28.97
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $224k NEW 744.00 300.35
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $214k -11% 3.0k 71.25
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Past Filings by Vested Financial Planning

SEC 13F filings are viewable for Vested Financial Planning going back to 2024