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Vestia Personal Wealth Advisors

Latest statistics and disclosures from Vestia Personal Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002033299

Tip: Access up to 7 years of quarterly data

Positions held by Vestia Personal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors holds 74 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional U.s. Targeted Value Etf Etf (DFAT)	11.1	$10M	200k	51.87	View chart
Dimensional International Value Etf Etf (DFIV)	9.2	$8.6M	239k	35.94	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	8.3	$7.8M	297k	26.28	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	7.9	$7.4M	230k	32.20	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	7.4	$6.9M	176k	39.27	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	4.3	$4.0M	67k	60.08	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	4.0	$3.8M	64k	58.85	View chart
Vanguard S&p 500 Etf Etf (VOO)	3.0	$2.9M	5.7k	500.10	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	2.8	$2.6M	98k	26.73	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	2.7	$2.5M	52k	47.77	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	2.6	$2.4M	85k	28.78	View chart
Apple Stock (AAPL)	1.9	$1.7M	8.2k	210.62	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	1.8	$1.7M	40k	42.87	View chart
Innovator Us Equity Accelerated Etf Etf (XDSQ)	1.8	$1.7M	51k	33.20	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	1.5	$1.4M	50k	27.50	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	1.4	$1.3M	32k	41.58	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	1.4	$1.3M	36k	37.49	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	1.2	$1.1M	42k	26.91	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	1.1	$1.1M	37k	28.56	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	1.1	$1.0M	46k	22.10	View chart
Microsoft Corp Stock (MSFT)	1.0	$912k	2.0k	446.87	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP)	1.0	$906k	28k	32.28	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	1.0	$894k	36k	24.99	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.9	$863k	1.6k	544.07	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.9	$862k	29k	29.67	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.8	$785k	32k	24.63	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.8	$708k	25k	28.91	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.7	$695k	15k	47.00	View chart
Eli Lilly & Co Stock (LLY)	0.7	$683k	754.00	905.86	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.7	$670k	8.8k	76.57	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.7	$664k	16k	40.84	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.6	$599k	12k	48.74	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.6	$571k	5.9k	97.27	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.6	$568k	7.3k	78.31	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$547k	11k	49.42	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$487k	889.00	547.30	View chart
Spdr S&p International Small Cap Etf Etf (GWX)	0.5	$459k	15k	31.74	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.5	$452k	6.8k	66.35	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$435k	15k	28.80	View chart
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP)	0.4	$394k	12k	32.37	View chart
Johnson & Johnson Stock (JNJ)	0.4	$362k	2.5k	146.13	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC)	0.4	$359k	12k	29.26	View chart
Vanguard Russell 2000 Value Etf Etf (VTWV)	0.4	$344k	2.6k	134.07	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.4	$343k	2.9k	117.50	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.4	$334k	1.4k	246.12	View chart
Nvidia Corporation Stock (NVDA)	0.4	$332k	2.7k	123.56	View chart
Broadcom Stock (AVGO)	0.3	$324k	201.00	1609.46	View chart
Caterpillar Stock (CAT)	0.3	$322k	967.00	332.94	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$316k	2.7k	115.13	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$304k	748.00	406.80	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.3	$300k	3.9k	76.70	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.3	$294k	1.3k	226.23	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$292k	1.6k	182.11	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.3	$289k	7.7k	37.67	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA)	0.3	$288k	10k	27.67	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$288k	6.6k	43.76	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$283k	6.8k	41.53	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$272k	1.2k	217.98	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$259k	1.4k	182.48	View chart
Coca Cola Stock (KO)	0.3	$257k	4.0k	63.77	View chart
Tesla Stock (TSLA)	0.3	$249k	1.3k	197.88	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$245k	2.7k	92.53	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.3	$244k	9.4k	25.87	View chart
Vanguard Value Etf Etf (VTV)	0.3	$243k	1.5k	160.38	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.3	$235k	3.7k	64.09	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.2	$220k	4.2k	52.33	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$215k	2.2k	97.07	View chart
Amazon Stock (AMZN)	0.2	$215k	1.1k	193.25	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.2	$214k	2.6k	83.77	View chart
Ishares S&p 100 Etf Etf (OEF)	0.2	$213k	805.00	264.30	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.2	$207k	3.3k	63.43	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.1	$124k	20k	6.37	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.1	$72k	72k	1.00	View chart
Kronos Bio Stock (KRON)	0.0	$20k	16k	1.24	View chart

Past Filings by Vestia Personal Wealth Advisors

SEC 13F filings are viewable for Vestia Personal Wealth Advisors going back to 2024

Vestia Personal Wealth Advisors 2024 Q2 filed Aug. 9, 2024

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