Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors as of March 31, 2025

Portfolio Holdings for Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors holds 95 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional International Core Equity 2 Etf Etf (DFIC) 9.5 $12M 434k 27.78
Dimensional International Value Etf Etf (DFIV) 8.9 $11M 286k 39.36
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 8.3 $10M 316k 32.98
Dimensional U.s. Targeted Value Etf Etf (DFAT) 7.7 $9.7M 189k 51.49
Dimensional Us Marketwide Value Etf Etf (DFUV) 6.8 $8.6M 210k 41.19
Dimensional National Municipal Bond Etf Etf (DFNM) 4.6 $5.8M 121k 47.57
Dimensional U.s. Small Cap Etf Etf (DFAS) 3.6 $4.5M 75k 59.75
Dimensional Us Small Cap Value Etf Etf (DFSV) 3.3 $4.2M 150k 28.15
Dimensional U.s. Equity Market Etf Etf (DFUS) 3.2 $4.0M 66k 60.48
Vanguard S&p 500 Etf Etf (VOO) 3.2 $4.0M 7.8k 513.88
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 2.8 $3.5M 134k 26.47
Dimensional Emerging Markets Value Etf Etf (DFEV) 1.9 $2.4M 90k 27.05
Dimensional Core Fixed Income Etf Etf (DFCF) 1.8 $2.2M 53k 42.05
Apple Stock (AAPL) 1.6 $2.1M 9.2k 222.12
Dimensional International Small Cap Value Etf Etf (DISV) 1.5 $1.9M 67k 29.12
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF) 1.3 $1.7M 37k 44.09
Innovator Us Equity Accelerated Etf Etf (XDSQ) 1.1 $1.5M 42k 34.76
Dimensional Us Real Estate Etf Etf (DFAR) 1.1 $1.4M 60k 23.76
Dimensional Us Core Equity Market Etf Etf (DFAU) 1.1 $1.4M 36k 38.44
Dimensional Global Real Estate Etf Etf (DFGR) 1.1 $1.4M 53k 26.26
Dimensional Us Large Cap Value Etf Etf (DFLV) 1.0 $1.3M 42k 30.57
Dimensional International Small Cap Etf Etf (DFIS) 0.9 $1.1M 44k 25.84
Dimensional Inflation-protected Securities Etf Etf (DFIP) 0.9 $1.1M 27k 42.11
Fidelity Enhanced Large Cap Value Etf Etf (FELV) 0.9 $1.1M 36k 30.73
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 0.8 $1.0M 21k 47.52
Dimensional International Core Equity Market Etf Etf (DFAI) 0.7 $918k 29k 31.23
Microsoft Corp Stock (MSFT) 0.7 $899k 2.4k 375.39
Spdr S&p 500 Etf Trust Etf (SPY) 0.7 $886k 1.6k 559.55
Amazon Stock (AMZN) 0.7 $875k 4.6k 190.26
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP) 0.7 $852k 24k 34.91
Tesla Stock (TSLA) 0.6 $746k 2.9k 259.12
Dimensional World Equity Etf Etf (DFAW) 0.6 $724k 12k 61.28
Nvidia Corporation Stock (NVDA) 0.6 $713k 6.6k 108.37
Vanguard Russell 1000 Value Etf Etf (VONV) 0.5 $669k 8.1k 82.52
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $597k 12k 50.83
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.5 $579k 11k 51.07
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.5 $574k 5.9k 97.45
Eli Lilly & Co Stock (LLY) 0.5 $573k 694.00 826.02
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.4 $553k 7.1k 78.41
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $508k 904.00 562.16
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $483k 3.1k 154.65
Microstrategy Inc Cl A Stock (MSTR) 0.4 $476k 1.7k 288.27
Spdr S&p International Small Cap Etf Etf (GWX) 0.4 $454k 14k 31.96
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $454k 16k 28.67
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.4 $447k 6.6k 68.01
Johnson & Johnson Stock (JNJ) 0.3 $442k 2.7k 165.83
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP) 0.3 $433k 12k 35.57
Vanguard Short-term Bond Etf Etf (BSV) 0.3 $425k 5.4k 78.27
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $392k 736.00 532.58
Innovator International Developed Power Buffer Etf - January Etf (IJAN) 0.3 $368k 12k 31.97
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC) 0.3 $366k 12k 29.78
Chevron Corp Stock (CVX) 0.3 $362k 2.2k 167.29
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.3 $356k 5.4k 65.76
Hershey Stock (HSY) 0.3 $345k 2.0k 171.03
Exxon Mobil Corp Stock (XOM) 0.3 $337k 2.8k 118.95
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.3 $337k 4.6k 73.27
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.3 $334k 2.9k 115.60
Broadcom Stock (AVGO) 0.3 $333k 2.0k 167.41
Vanguard Value Etf Etf (VTV) 0.3 $325k 1.9k 172.71
International Business Machs Stock (IBM) 0.3 $325k 1.3k 248.66
Caterpillar Stock (CAT) 0.3 $322k 975.00 329.80
Boston Scientific Corp Stock (BSX) 0.2 $305k 3.0k 100.88
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $303k 6.7k 45.26
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.2 $298k 7.6k 39.37
Netflix Stock (NFLX) 0.2 $291k 312.00 932.53
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $284k 1.5k 186.34
Vanguard Small-cap Etf Etf (VB) 0.2 $283k 1.3k 221.77
Procter And Gamble Stock (PG) 0.2 $280k 1.6k 170.44
Coca Cola Stock (KO) 0.2 $278k 3.9k 71.01
Walmart Stock (WMT) 0.2 $275k 3.1k 87.79
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $270k 6.6k 40.76
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $268k 1.3k 206.48
Innovator Defined Wealth Shield Etf Etf (BALT) 0.2 $253k 8.1k 31.38
Oracle Corp Stock (ORCL) 0.2 $249k 1.8k 139.83
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.2 $247k 9.6k 25.89
Vanguard Russell 1000 Etf Etf (VONE) 0.2 $247k 971.00 253.84
Dimensional Us Vector Equity Etf Etf (DXUV) 0.2 $240k 4.8k 50.26
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $238k 2.6k 92.83
Meta Platforms Inc Cl A Stock (META) 0.2 $236k 410.00 575.90
Visa Inc Com Cl A Stock (V) 0.2 $233k 665.00 350.25
Jpmorgan Chase & Co Stock (JPM) 0.2 $223k 909.00 245.19
Dimensional Ultrashort Fixed Income Etf Etf (DUSB) 0.2 $223k 4.4k 50.73
Schwab 1000 Index Etf Etf (SCHK) 0.2 $219k 8.1k 26.92
Costco Whsl Corp Stock (COST) 0.2 $218k 230.00 945.78
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.2 $216k 3.3k 66.00
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA) 0.2 $214k 7.6k 28.23
Vanguard Real Estate Etf Etf (VNQ) 0.2 $212k 2.3k 90.52
Colgate Palmolive Stock (CL) 0.2 $208k 2.2k 93.70
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.2 $204k 2.1k 98.91
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $204k 1.3k 156.17
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA) 0.2 $201k 7.5k 26.87
Nuveen Churchill Direct Lendin Cef (NCDL) 0.1 $187k 11k 16.98
Fs Credit Opportunities Corp Cef (FSCO) 0.1 $150k 21k 7.05
Proshares Ultrapro Qqq Etf (TQQQ) 0.0 $50k 50k 1.00
Kronos Bio Stock 0.0 $13k 15k 0.82