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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, DFUV, DFAT, and represent 38.20% of Vestia Personal Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFGP (+$5.4M), DFAC, VOO, DFIC, DFLV, DFIV, DFSD, DUHP, DFSV, DXUV.
Started 5 new stock positions in AGG, DFGP, DFSU, CHAT, DUHP.
Reduced shares in these 10 stocks: DFCF, BSX, XBAP, FBTC, , NUE, DFAT, DFAI, XDSQ, GOOGL.
Sold out of its positions in BSX, FBTC, NUE, V.
Vestia Personal Wealth Advisors was a net buyer of stock by $24M.
Vestia Personal Wealth Advisors has $213M in assets under management (AUM), dropping by 8.12%.
Central Index Key (CIK): 0002033299

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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 99 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 International Value Etf Etf (DFIV)	9.3	$20M	+6%	375k	52.77	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	9.2	$20M	+33%	604k	32.54	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	8.6	$18M	+17%	575k	31.65	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	5.7	$12M		250k	48.45	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	5.4	$12M		185k	62.45	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	5.0	$11M	+8%	303k	35.04	View chart
Vanguard S&p 500 Etf Etf (VOO)	4.7	$10M	+59%	17k	597.39	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	3.9	$8.3M	+5%	117k	71.10	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	3.3	$7.1M	+7%	148k	47.93	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	2.8	$6.0M	+2%	175k	34.54	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	2.8	$5.9M	+36%	166k	35.69	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	2.7	$5.6M	+10%	168k	33.61	View chart
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)	2.6	$5.4M	NEW	113k	48.00	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	2.2	$4.7M		66k	70.91	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	1.9	$4.0M	+30%	83k	47.88	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	1.9	$4.0M	+20%	149k	26.57	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	1.8	$3.9M	+10%	99k	39.42	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	1.5	$3.3M	+18%	64k	50.71	View chart
Apple Stock (AAPL)	1.2	$2.6M		10k	253.79	View chart
Dimensional World Equity Etf Etf (DFAW)	1.0	$2.1M	+4%	28k	73.78	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.9	$1.9M	+3%	56k	33.66	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.8	$1.8M	-2%	40k	45.12	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.8	$1.8M		75k	23.65	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	0.8	$1.7M		34k	49.41	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.7	$1.5M	-64%	37k	42.21	View chart
Nvidia Corporation Stock (NVDA)	0.7	$1.5M		8.6k	174.40	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.6	$1.4M	+69%	19k	72.08	View chart
Innovator Us Equity Accelerated Etf Etf (XDSQ)	0.6	$1.4M	-6%	35k	39.58	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.6	$1.3M	-4%	32k	41.72	View chart
Dimensional Us Vector Equity Etf Etf (DXUV)	0.6	$1.2M	+133%	21k	59.35	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.6	$1.2M	-7%	31k	38.96	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.6	$1.2M		34k	34.91	View chart
Amazon Stock (AMZN)	0.5	$1.0M		5.0k	208.28	View chart
Microsoft Corp Stock (MSFT)	0.5	$1.0M	-3%	2.8k	370.17	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$1.0M	-8%	3.5k	287.57	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.5	$976k		1.5k	650.39	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.4	$821k	NEW	22k	36.76	View chart
Caterpillar Stock (CAT)	0.4	$765k		1.1k	708.17	View chart
Tesla Stock (TSLA)	0.3	$718k		1.9k	371.65	View chart
Johnson & Johnson Stock (JNJ)	0.3	$690k		2.8k	244.40	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$677k	+6%	2.1k	320.83	View chart
Eli Lilly & Co Stock (LLY)	0.3	$668k		726.00	920.03	View chart
Broadcom Stock (AVGO)	0.3	$659k	+3%	2.1k	309.47	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.3	$646k		6.8k	94.59	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.3	$640k		11k	56.58	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.3	$630k		5.3k	118.25	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.3	$620k		4.7k	133.19	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$609k	+2%	932.00	652.86	View chart
State Street Spdr S&p International Small Cap Etf Etf (GWX)	0.3	$587k		14k	42.23	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.3	$580k	+20%	7.3k	79.06	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP)	0.2	$531k	-32%	14k	39.14	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$528k	+3%	3.1k	169.66	View chart
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP)	0.2	$504k		12k	41.37	View chart
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.2	$497k		14k	36.59	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$493k		1.9k	261.97	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.2	$481k	NEW	12k	41.09	View chart
Chevron Corporation Stock (CVX)	0.2	$481k		2.3k	206.90	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$469k	+3%	6.0k	78.41	View chart
Dimensional International Vector Equity Etf Etf (DXIV)	0.2	$467k	+43%	6.9k	67.54	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	0.2	$466k		14k	33.47	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.2	$449k	+98%	11k	42.40	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$421k	+3%	736.00	572.08	View chart
Hershey Stock (HSY)	0.2	$421k		2.0k	207.89	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$419k	-2%	1.5k	286.95	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$408k	-4%	81k	5.05	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC)	0.2	$404k		12k	32.89	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$390k	+3%	6.1k	64.08	View chart
Innovator International Developed Power Buffer Etf - January Etf (IJAN)	0.2	$385k		11k	36.28	View chart
International Business Machs Stock (IBM)	0.2	$384k		1.6k	242.39	View chart
Walmart Stock (WMT)	0.2	$374k	-7%	3.0k	124.28	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.2	$372k		4.0k	93.65	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$370k		772.00	479.20	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.2	$366k		6.4k	57.07	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$354k	-7%	1.2k	294.07	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$346k		2.6k	132.90	View chart
Netflix Stock (NFLX)	0.2	$329k	+6%	3.4k	96.15	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.2	$327k		9.7k	33.86	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$324k		1.5k	217.28	View chart
Vanguard Value Etf Etf (VTV)	0.2	$321k		1.6k	196.14	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$319k		6.6k	48.32	View chart
Roundhill Generative Ai & Technology Etf Stock (CHAT)	0.1	$319k	NEW	5.1k	61.85	View chart
Coca Cola Stock (KO)	0.1	$296k		3.9k	76.17	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$290k	+24%	291.00	997.11	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$285k		6.1k	46.91	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$283k		2.5k	113.11	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.1	$272k		3.3k	81.50	View chart
Procter & Gamble Stock (PG)	0.1	$254k	-3%	1.8k	144.43	View chart
Quanta Svcs Stock (PWR)	0.1	$254k		462.00	549.02	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$247k		4.6k	54.04	View chart
Oracle Corp Stock (ORCL)	0.1	$244k	+3%	1.7k	147.15	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.1	$243k		7.8k	31.33	View chart
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA)	0.1	$228k		7.5k	30.47	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA)	0.1	$222k		7.1k	31.28	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$221k		1.0k	215.14	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$217k	NEW	2.2k	99.26	View chart
Colgate Palmolive Stock (CL)	0.1	$206k		2.4k	85.23	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.1	$154k		154k	1.00	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.0	$88k	+4%	17k	5.10	View chart
Inspiremd Stock (NSPR)	0.0	$40k	-42%	24k	1.63	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 2026 Q1 filed April 14, 2026
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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