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Vestia Personal Wealth Advisors

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

Top 5 stock holdings are DFIV, DFAC, DFIC, DFAT, DFUV, and represent 39.52% of Vestia Personal Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DUSB, DFAC, DFIC, DFSV, DFCF, DFEV, DFIV, DFSD, DFLV, DFAS.
Started 5 new stock positions in AN, DXIV, CWI, VEU, MPLX.
Reduced shares in these 10 stocks: SCMB, VEA, VONV, VSS, TSLA, , MSTR, AGG, VNQ, CL.
Sold out of its positions in CL, AGG, SCMB, VSS, VONE, VNQ.
Vestia Personal Wealth Advisors was a net buyer of stock by $18M.
Vestia Personal Wealth Advisors has $173M in assets under management (AUM), dropping by 18.20%.
Central Index Key (CIK): 0002033299

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Portfolio Holdings for Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors holds 99 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional International Value Etf Etf (DFIV)	9.3	$16M	+5%	348k	46.12	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	9.3	$16M	+18%	423k	37.80	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	8.3	$14M	+12%	438k	32.79	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	6.3	$11M		188k	58.21	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	6.3	$11M	+4%	243k	44.69	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	4.3	$7.4M	+19%	231k	31.84	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	4.0	$6.9M	+12%	101k	68.46	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	3.5	$6.0M	+8%	126k	47.98	View chart
Vanguard S&p 500 Etf Etf (VOO)	3.2	$5.5M	+5%	9.0k	612.41	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	3.0	$5.1M	+14%	160k	32.07	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	2.8	$4.8M		66k	72.44	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	2.2	$3.9M	+596%	76k	50.78	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	2.2	$3.8M	+31%	127k	29.61	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	2.0	$3.4M	+47%	79k	42.76	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	1.6	$2.7M	+9%	76k	35.69	View chart
Apple Stock (AAPL)	1.5	$2.5M	+7%	10k	254.62	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	1.4	$2.4M	+45%	74k	32.90	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	1.4	$2.4M	+40%	87k	27.31	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	1.1	$1.9M	+68%	39k	48.19	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	1.1	$1.8M	+9%	40k	45.76	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	1.0	$1.8M		36k	48.86	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	1.0	$1.8M	+13%	74k	23.85	View chart
Dimensional International Small Cap Etf Etf (DFIS)	1.0	$1.7M	+11%	55k	31.63	View chart
Innovator Us Equity Accelerated Etf Etf (XDSQ)	1.0	$1.7M		42k	39.86	View chart
Dimensional World Equity Etf Etf (DFAW)	0.9	$1.5M	+16%	21k	71.86	View chart
Microsoft Corp Stock (MSFT)	0.9	$1.5M	+11%	2.9k	517.93	View chart
Nvidia Corporation Stock (NVDA)	0.9	$1.5M	+5%	7.9k	186.57	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.8	$1.4M	+4%	33k	42.23	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.7	$1.2M		34k	36.35	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.7	$1.1M	-3%	34k	33.53	View chart
Amazon Stock (AMZN)	0.6	$1.0M		4.7k	219.57	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$1000k		1.5k	666.12	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$907k	+10%	3.7k	243.11	View chart
Tesla Stock (TSLA)	0.5	$857k	-27%	1.9k	444.60	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP)	0.5	$841k	-8%	22k	37.86	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$668k	+12%	18k	36.54	View chart
Broadcom Stock (AVGO)	0.4	$665k	+2%	2.0k	329.85	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.4	$625k		11k	55.33	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.4	$625k		7.1k	88.65	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.4	$625k		4.6k	135.65	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.4	$611k		5.5k	110.60	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$599k		895.00	669.21	View chart
Dimensional Us Vector Equity Etf Etf (DXUV)	0.3	$563k	+62%	9.6k	58.44	View chart
Spdr S&p International Small Cap Etf Etf (GWX)	0.3	$562k		14k	40.18	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.3	$554k	+21%	7.7k	71.94	View chart
Caterpillar Stock (CAT)	0.3	$551k	+14%	1.2k	477.14	View chart
Eli Lilly & Co Stock (LLY)	0.3	$528k		692.00	763.38	View chart
Johnson & Johnson Stock (JNJ)	0.3	$514k		2.8k	185.41	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.3	$498k		6.2k	80.65	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$493k	+63%	672.00	734.17	View chart
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP)	0.3	$483k		12k	39.65	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$481k	+18%	1.9k	254.22	View chart
Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.3	$474k	NEW	14k	34.92	View chart
Oracle Corp Stock (ORCL)	0.3	$461k	+2%	1.6k	281.31	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	0.3	$457k	+72%	14k	32.82	View chart
International Business Machs Stock (IBM)	0.3	$449k	+18%	1.6k	282.16	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.3	$446k		5.7k	78.91	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.2	$429k	+1397%	82k	5.22	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$403k	+2%	801.00	502.74	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC)	0.2	$403k		12k	32.80	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$398k	+29%	1.3k	315.48	View chart
Innovator International Developed Power Buffer Etf - January Etf (IJAN)	0.2	$388k		11k	35.19	View chart
Dimensional International Vector Equity Etf Etf (DXIV)	0.2	$387k	NEW	6.3k	61.53	View chart
Chevron Corp Stock (CVX)	0.2	$382k	+13%	2.5k	155.29	View chart
Netflix Stock (NFLX)	0.2	$381k		318.00	1198.92	View chart
Hershey Stock (HSY)	0.2	$378k		2.0k	187.05	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$366k		1.3k	281.86	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$359k	+4%	1.5k	243.50	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.2	$354k	-51%	4.0k	89.36	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$345k	-56%	5.8k	59.92	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$333k		3.0k	112.73	View chart
Autonation Stock (AN)	0.2	$333k	NEW	1.5k	218.77	View chart
Walmart Stock (WMT)	0.2	$329k		3.2k	103.05	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.2	$323k	-11%	6.9k	46.81	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.2	$323k	NEW	6.5k	49.95	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$308k		1.5k	208.78	View chart
Vanguard Value Etf Etf (VTV)	0.2	$306k		1.6k	186.53	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$302k		2.5k	120.72	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.2	$298k		9.4k	31.53	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$298k		6.4k	46.32	View chart
Boston Scientific Corp Stock (BSX)	0.2	$297k		3.0k	97.63	View chart
Procter And Gamble Stock (PG)	0.2	$292k	+10%	1.9k	153.61	View chart
Strategy Inc Cl A Stock (MSTR)	0.2	$288k	-45%	893.00	322.21	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.2	$263k		3.3k	79.52	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.1	$253k	-2%	7.9k	32.12	View chart
Coca Cola Stock (KO)	0.1	$244k	+3%	3.7k	66.17	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$240k	-39%	4.4k	54.18	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.1	$238k		2.7k	89.77	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA)	0.1	$237k		7.6k	31.29	View chart
Visa Inc Com Cl A Stock (V)	0.1	$231k	-2%	678.00	341.24	View chart
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA)	0.1	$231k		7.5k	30.81	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$224k		1.0k	215.79	View chart
Palo Alto Networks Stock (PANW)	0.1	$218k		1.1k	203.62	View chart
Costco Whsl Corp Stock (COST)	0.1	$214k	+2%	231.00	925.63	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.1	$154k	+208%	154k	1.00	View chart
Nuveen Churchill Direct Lendin Cef (NCDL)	0.1	$152k		11k	13.80	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.1	$111k	-26%	16k	6.91	View chart
Inspiremd Stock (NSPR)	0.1	$102k	+135%	42k	2.41	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$10k	NEW	10k	1.00	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 2025 Q3 filed Oct. 15, 2025
Vestia Personal Wealth Advisors 2025 Q2 filed July 16, 2025
Vestia Personal Wealth Advisors 2025 Q1 filed April 30, 2025
Vestia Personal Wealth Advisors 2024 Q4 filed Jan. 27, 2025
Vestia Personal Wealth Advisors 2024 Q3 filed Nov. 5, 2024
Vestia Personal Wealth Advisors 2024 Q2 filed Aug. 9, 2024

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