Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, DFCF, and represent 68.92% of Vested Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VTEB, VOO, SPDW, VXF, IUSB, SPEM, DFCF, IAGG, DFGX, DFGP.
Reduced shares in these 7 stocks: RBLX, ESGD, JMSI, SUSL, DFAX, DFNM, DFAC.
Sold out of its positions in ESGD, JMSI, RBLX.
Vested Financial Planning was a net buyer of stock by $2.9M.
Vested Financial Planning has $131M in assets under management (AUM), dropping by 1.07%.
Central Index Key (CIK): 0002044679

Tip: Access up to 7 years of quarterly data

Positions held by Vested Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Vested Financial Planning

Vested Financial Planning holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	29.0	$38M		981k	38.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	14.2	$19M		551k	33.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	12.6	$17M	+6%	28k	597.55	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	7.4	$9.7M		203k	47.93	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.6	$7.4M	+2%	174k	42.22	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	5.2	$6.9M	+8%	150k	45.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	5.1	$6.7M	+22%	135k	49.89	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.7	$6.2M		169k	36.76	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.1	$4.0M	+9%	20k	205.80	View chart
Apple (AAPL)	1.9	$2.4M		9.7k	253.79	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	1.7	$2.2M	+4%	42k	52.45	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.7	$2.2M	+9%	47k	46.91	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.2	$1.5M	+20%	33k	46.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$1.4M		4.4k	320.83	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.7	$927k	+3%	17k	53.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$874k		8.8k	99.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$862k		6.2k	138.31	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$859k	+22%	17k	50.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$795k		1.2k	650.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$646k		6.7k	97.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$606k		1.1k	577.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$322k		461.00	697.72	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$290k	-36%	2.5k	113.62	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$274k	+10%	10k	26.58	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$274k	+6%	3.1k	88.49	View chart
Airbnb Com Cl A (ABNB)	0.2	$271k		2.1k	126.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$216k		3.4k	64.08	View chart

Past Filings by Vested Financial Planning

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

Vested Financial Planning 2026 Q1 filed April 16, 2026
Vested Financial Planning 2025 Q4 filed Jan. 23, 2026
Vested Financial Planning 2025 Q3 filed Oct. 29, 2025
Vested Financial Planning 2025 Q2 filed July 22, 2025
Vested Financial Planning 2025 Q1 filed April 30, 2025
Vested Financial Planning 2024 Q4 filed Jan. 29, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z