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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 DFAC, DFIV, DFIC, DFUV, DFSV, and represent 37.25% of Vestia Personal Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFGP (+$5.5M), DFAC, DFEV, DFIC, DFNM, DFIV, DFSV, DISV, VOO, DFLV.
Started 14 new stock positions in FNDX, Exxon Mobil Corp, MU, GEV, BAC, NUE, PANW, DIHP, VO, XBFR. GS, DFSE, IVE, FBTC.
Reduced shares in these 10 stocks: XDSQ, , DFCF, XBAP, TSLA, DFAR, BUFF, SPTM, DUSB, GOOGL.
Sold out of its position in XOM.
Vestia Personal Wealth Advisors was a net buyer of stock by $29M.
Vestia Personal Wealth Advisors has $256M in assets under management (AUM), dropping by 20.32%.
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 112 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	10.2	$26M	+19%	723k	36.13	View chart
Dimensional International Value Etf Etf (DFIV)	8.4	$22M	+6%	399k	54.02	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	8.2	$21M	+8%	626k	33.56	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	5.4	$14M		250k	55.02	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	5.1	$13M	+10%	335k	38.79	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	5.1	$13M		185k	69.90	View chart
Vanguard S&p 500 Etf Etf (VOO)	4.9	$13M	+9%	18k	686.28	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	3.9	$9.9M	+3%	121k	82.33	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	3.4	$8.6M	+20%	178k	48.34	View chart
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)	3.4	$8.6M	+181%	320k	26.87	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	3.0	$7.7M	+118%	368k	21.00	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	3.0	$7.6M	+16%	193k	39.54	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	2.9	$7.4M	+4%	182k	40.63	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	2.1	$5.3M		65k	81.94	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	2.1	$5.3M	+22%	182k	28.98	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	2.0	$5.1M	+29%	128k	40.13	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	1.7	$4.4M	+10%	92k	47.75	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	1.2	$3.2M	-2%	63k	50.78	View chart
Apple Stock (AAPL)	1.2	$3.0M	+2%	11k	289.37	View chart
Dimensional World Equity Etf Etf (DFAW)	1.0	$2.5M	+8%	30k	82.79	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.9	$2.2M	+12%	63k	35.03	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.8	$2.1M		40k	51.69	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.8	$1.9M	+24%	24k	81.98	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.7	$1.8M	-8%	68k	26.17	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.7	$1.8M	+88%	42k	41.73	View chart
Nvidia Corporation Stock (NVDA)	0.7	$1.7M	-2%	8.4k	200.09	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	0.6	$1.6M	-7%	31k	52.68	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.6	$1.6M	+24%	40k	41.26	View chart
Dimensional Us Vector Equity Etf Etf (DXUV)	0.6	$1.4M		21k	66.50	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.5	$1.3M		32k	41.25	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.5	$1.3M	-4%	32k	40.09	View chart
Amazon Stock (AMZN)	0.5	$1.2M	+3%	5.2k	238.36	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$1.2M	-6%	3.3k	357.35	View chart
Caterpillar Stock (CAT)	0.5	$1.2M		1.1k	1064.48	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$1.1M		1.5k	746.69	View chart
Microsoft Corp Stock (MSFT)	0.4	$1.1M	+4%	3.0k	373.06	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.4	$1.1M	-28%	26k	42.25	View chart
Eli Lilly & Co Stock (LLY)	0.4	$906k	+3%	755.00	1199.58	View chart
Broadcom Stock (AVGO)	0.3	$814k		2.2k	377.77	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.3	$798k	+2%	2.2k	370.02	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.3	$748k		6.9k	109.11	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.3	$729k		5.3k	136.65	View chart
Johnson & Johnson Stock (JNJ)	0.3	$708k		2.8k	253.99	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$700k		935.00	749.06	View chart
Innovator Us Equity Accelerated Etf Etf (XDSQ)	0.3	$692k	-53%	16k	42.96	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	0.3	$692k	+45%	20k	34.27	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.3	$687k		11k	60.79	View chart
Tesla Stock (TSLA)	0.2	$630k	-22%	1.5k	420.46	View chart
State Street Spdr S&p International Small Cap Etf Etf (GWX)	0.2	$615k		14k	43.76	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.2	$601k	+9%	13k	46.63	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.2	$565k		1.9k	302.01	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.2	$557k	-16%	6.1k	90.78	View chart
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.2	$552k		14k	40.67	View chart
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP)	0.2	$552k		12k	45.33	View chart
Dimensional International Vector Equity Etf Etf (DXIV)	0.2	$541k	+11%	7.7k	70.01	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.2	$540k		4.7k	115.98	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$535k	+3%	1.5k	353.29	View chart
Roundhill Generative Ai & Technology Etf Stock (CHAT)	0.2	$508k		5.1k	98.68	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$495k		2.6k	190.52	View chart
Exxonmobil Holdings Corp Stock	0.2	$483k	NEW	3.5k	136.70	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$473k		6.1k	78.02	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$470k	+13%	92k	5.11	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.2	$450k	-5%	10k	45.10	View chart
Innovator Equity Managed 10 Buffer Etf Etf (XBFR)	0.2	$443k	NEW	17k	26.62	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC)	0.2	$436k		12k	35.52	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$434k		6.1k	71.25	View chart
International Business Machs Stock (IBM)	0.2	$433k	-3%	1.5k	281.21	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.2	$423k		4.0k	106.31	View chart
Innovator International Developed Power Buffer Etf - January Etf (IJAN)	0.2	$404k		11k	38.08	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$402k	+2%	1.2k	327.29	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$402k	-3%	713.00	563.31	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.2	$392k	NEW	12k	34.13	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.2	$387k		9.6k	40.21	View chart
Chevron Corporation Stock (CVX)	0.2	$385k		2.3k	165.74	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$383k		766.00	500.39	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$379k		6.6k	57.67	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.1	$363k		1.5k	242.98	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.1	$362k		6.4k	56.33	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$357k		1.6k	217.99	View chart
Hershey Stock (HSY)	0.1	$354k		2.0k	175.45	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$344k		2.5k	137.53	View chart
Walmart Stock (WMT)	0.1	$341k		3.0k	113.25	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP)	0.1	$341k	-40%	8.1k	41.95	View chart
Quanta Svcs Stock (PWR)	0.1	$334k		464.00	720.04	View chart
Micron Technology Stock (MU)	0.1	$324k	NEW	281.00	1154.29	View chart
Coca Cola Stock (KO)	0.1	$320k		3.9k	82.03	View chart
Palo Alto Networks Stock (PANW)	0.1	$318k	NEW	933.00	341.02	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$302k	-4%	5.8k	51.78	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.1	$283k		3.4k	83.79	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$279k	NEW	5.5k	51.05	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.1	$276k		7.7k	36.06	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$270k		4.5k	59.69	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.1	$264k	NEW	5.4k	48.88	View chart
Nucor Corp Stock (NUE)	0.1	$262k	NEW	1.2k	222.76	View chart
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA)	0.1	$255k		7.5k	34.04	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$254k	NEW	247k	1.03	View chart
Procter & Gamble Stock (PG)	0.1	$249k	-3%	1.7k	146.64	View chart
Ge Vernova Stock (GEV)	0.1	$245k	NEW	208.00	1175.30	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$243k		1.0k	236.55	View chart
Oracle Corp Stock (ORCL)	0.1	$241k		1.6k	146.53	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA)	0.1	$240k		7.1k	33.80	View chart
Netflix Stock (NFLX)	0.1	$226k	-7%	3.2k	71.40	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$220k		2.2k	99.31	View chart
Colgate Palmolive Stock (CL)	0.1	$219k		2.4k	91.68	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$217k	-20%	232.00	935.98	View chart
Goldman Sachs Group Stock (GS)	0.1	$212k	NEW	210.00	1011.37	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.1	$212k	NEW	2.6k	80.57	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$208k	NEW	3.6k	56.98	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$201k	NEW	883.00	227.03	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.1	$154k		154k	1.00	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.0	$89k	+2%	18k	4.99	View chart
Inspiremd Stock (NSPR)	0.0	$17k		24k	0.70	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 Q2 filed Aug. 10, 2026
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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