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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 39.43% of Vestia Personal Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFIC, DFSV, DFLV, DFAC, DFSD, DFCF, DFGR, VOO, DFEV, DFAS.
Started 5 new stock positions in CL, PWR, NUE, FBTC, DFSI.
Reduced shares in these 10 stocks: VTI (-$5.5M), DUSB, , MSTR, GBTC, PANW, XDSQ, NCDL, BUFF, DXIV.
Sold out of its positions in AN, GBTC, MSTR, NCDL, PANW, VEU.
Vestia Personal Wealth Advisors was a net buyer of stock by $7.9M.
Vestia Personal Wealth Advisors has $197M in assets under management (AUM), dropping by 14.07%.
Central Index Key (CIK): 0002033299

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Portfolio Holdings for Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors holds 98 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional International Value Etf Etf (DFIV)	9.2	$18M		352k	51.59	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	9.2	$18M	+7%	454k	39.76	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	8.9	$17M	+11%	488k	35.76	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	6.1	$12M		187k	64.24	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	6.1	$12M		245k	48.80	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	5.1	$9.9M	+21%	280k	35.50	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	4.2	$8.3M	+9%	110k	75.26	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	3.4	$6.6M	+8%	137k	48.41	View chart
Vanguard S&p 500 Etf Etf (VOO)	3.4	$6.6M	+16%	11k	630.16	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	3.0	$5.9M	+6%	170k	35.01	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	2.6	$5.1M	+19%	152k	33.43	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	2.5	$4.9M		66k	74.86	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	2.2	$4.4M	+30%	103k	42.58	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	2.2	$4.3M	+63%	121k	35.66	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	1.8	$3.6M	+18%	90k	39.84	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	1.7	$3.3M	+42%	123k	26.98	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	1.5	$3.0M	+62%	63k	48.02	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	1.4	$2.8M	-28%	55k	50.69	View chart
Apple Stock (AAPL)	1.3	$2.5M		10k	247.66	View chart
Dimensional World Equity Etf Etf (DFAW)	1.0	$2.0M	+25%	27k	76.08	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	1.0	$1.9M		41k	47.40	View chart
Dimensional International Small Cap Etf Etf (DFIS)	1.0	$1.9M		54k	34.55	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.9	$1.8M	+2%	76k	23.59	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	0.9	$1.7M	-6%	34k	50.12	View chart
Nvidia Corporation Stock (NVDA)	0.8	$1.6M	+9%	8.6k	183.32	View chart
Innovator Us Equity Accelerated Etf Etf (XDSQ)	0.8	$1.5M	-11%	37k	41.91	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.7	$1.4M		33k	41.61	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.7	$1.3M		34k	39.46	View chart
Microsoft Corp Stock (MSFT)	0.7	$1.3M		2.9k	444.11	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$1.3M	+3%	3.9k	328.39	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.6	$1.2M		34k	35.75	View chart
Amazon Stock (AMZN)	0.6	$1.2M	+7%	5.1k	231.31	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$1.0M		1.5k	685.54	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.4	$838k	+44%	11k	75.05	View chart
Tesla Stock (TSLA)	0.4	$833k		1.9k	431.33	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP)	0.4	$775k	-9%	20k	38.73	View chart
Eli Lilly & Co Stock (LLY)	0.4	$770k	+3%	714.00	1078.84	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.4	$703k		4.7k	151.04	View chart
Caterpillar Stock (CAT)	0.4	$695k	-6%	1.1k	645.57	View chart
Broadcom Stock (AVGO)	0.3	$677k	+2%	2.1k	328.81	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$673k	-89%	2.0k	339.03	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.3	$672k	-3%	6.8k	98.76	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.3	$661k	-2%	5.4k	123.13	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.3	$654k		11k	58.02	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$627k		911.00	688.13	View chart
Johnson & Johnson Stock (JNJ)	0.3	$611k		2.8k	217.98	View chart
Spdr S&p International Small Cap Etf Etf (GWX)	0.3	$595k		14k	42.75	View chart
Dimensional Us Vector Equity Etf Etf (DXUV)	0.3	$552k	-7%	8.9k	61.91	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$518k		1.9k	276.87	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.3	$509k		6.1k	83.29	View chart
Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.3	$505k		14k	37.21	View chart
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP)	0.3	$497k		12k	40.81	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$490k		1.5k	328.39	View chart
International Business Machs Stock (IBM)	0.2	$478k		1.6k	297.54	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	0.2	$468k		14k	33.62	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$453k		5.8k	78.76	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$435k	+5%	709.00	612.83	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.2	$428k	+3%	85k	5.03	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC)	0.2	$413k		12k	33.65	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$404k	+2%	3.0k	133.59	View chart
Hershey Stock (HSY)	0.2	$396k		2.0k	196.07	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$391k	+2%	1.3k	302.13	View chart
Innovator International Developed Power Buffer Etf - January Etf (IJAN)	0.2	$389k	-3%	11k	36.70	View chart
Walmart Stock (WMT)	0.2	$387k		3.2k	119.36	View chart
Chevron Corp Stock (CVX)	0.2	$386k	-5%	2.3k	166.73	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.2	$381k		4.0k	96.10	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$380k		5.8k	65.01	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$374k	+100%	2.6k	143.81	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$370k	-4%	765.00	483.83	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.2	$357k		6.4k	55.62	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$337k		1.5k	226.90	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.2	$333k	+2%	9.6k	34.50	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$329k		6.5k	50.68	View chart
Dimensional International Vector Equity Etf Etf (DXIV)	0.2	$324k	-23%	4.8k	67.44	View chart
Vanguard Value Etf Etf (VTV)	0.2	$323k		1.6k	198.52	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$305k		2.5k	122.07	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.2	$296k	-12%	6.1k	48.82	View chart
Oracle Corp Stock (ORCL)	0.1	$279k	-2%	1.6k	173.88	View chart
Boston Scientific Corp Stock (BSX)	0.1	$279k		3.0k	91.71	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.1	$277k		3.3k	83.16	View chart
Coca Cola Stock (KO)	0.1	$275k	+3%	3.8k	72.01	View chart
Netflix Stock (NFLX)	0.1	$274k	+909%	3.2k	85.36	View chart
Procter & Gamble Stock (PG)	0.1	$266k	-4%	1.8k	146.03	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.1	$260k		7.9k	33.07	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$252k		4.5k	56.12	View chart
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA)	0.1	$238k		7.5k	31.74	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.1	$236k	NEW	5.3k	44.21	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$232k		1.0k	223.91	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$230k		234.00	981.08	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA)	0.1	$228k	-6%	7.1k	32.09	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$225k	NEW	2.9k	78.49	View chart
Visa Inc Com Cl A Stock (V)	0.1	$224k		690.00	325.19	View chart
Quanta Svcs Stock (PWR)	0.1	$218k	NEW	460.00	473.24	View chart
Nucor Corp Stock (NUE)	0.1	$210k	NEW	1.2k	180.21	View chart
Colgate Palmolive Stock (CL)	0.1	$203k	NEW	2.4k	84.73	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.1	$154k		154k	1.00	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.1	$107k	+3%	17k	6.43	View chart
Inspiremd Stock (NSPR)	0.0	$69k		42k	1.62	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 Q4 filed Jan. 27, 2026
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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