Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors as of June 30, 2025

Portfolio Holdings for Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors holds 100 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional International Value Etf Etf (DFIV) 9.7 $14M 331k 42.83
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 8.8 $13M 357k 35.83
Dimensional International Core Equity 2 Etf Etf (DFIC) 8.3 $12M 390k 31.09
Dimensional U.s. Targeted Value Etf Etf (DFAT) 6.9 $10M 188k 53.96
Dimensional Us Marketwide Value Etf Etf (DFUV) 6.8 $9.9M 233k 42.27
Dimensional U.s. Small Cap Etf Etf (DFAS) 3.9 $5.7M 90k 63.71
Dimensional Us Small Cap Value Etf Etf (DFSV) 3.9 $5.7M 193k 29.43
Dimensional National Municipal Bond Etf Etf (DFNM) 3.8 $5.5M 116k 47.43
Vanguard S&p 500 Etf Etf (VOO) 3.3 $4.8M 8.5k 568.03
Dimensional U.s. Equity Market Etf Etf (DFUS) 3.0 $4.4M 66k 67.02
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 2.8 $4.2M 140k 29.68
Dimensional Emerging Markets Value Etf Etf (DFEV) 2.0 $2.9M 97k 29.99
Dimensional International Small Cap Value Etf Etf (DISV) 1.6 $2.3M 69k 32.91
Dimensional Core Fixed Income Etf Etf (DFCF) 1.5 $2.3M 54k 42.24
Apple Stock (AAPL) 1.3 $1.9M 9.3k 205.18
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF) 1.2 $1.7M 36k 47.00
Dimensional Global Real Estate Etf Etf (DFGR) 1.1 $1.7M 62k 26.83
Dimensional Us Large Cap Value Etf Etf (DFLV) 1.1 $1.6M 51k 31.02
Innovator Us Equity Accelerated Etf Etf (XDSQ) 1.1 $1.6M 42k 37.38
Dimensional Us Core Equity Market Etf Etf (DFAU) 1.1 $1.5M 37k 42.36
Dimensional Us Real Estate Etf Etf (DFAR) 1.1 $1.5M 66k 23.46
Dimensional International Small Cap Etf Etf (DFIS) 1.0 $1.5M 49k 29.84
Dimensional Inflation-protected Securities Etf Etf (DFIP) 0.9 $1.3M 31k 41.80
Microsoft Corp Stock (MSFT) 0.9 $1.3M 2.6k 497.41
Dimensional World Equity Etf Etf (DFAW) 0.8 $1.2M 18k 67.08
Nvidia Corporation Stock (NVDA) 0.8 $1.2M 7.5k 157.98
Dimensional International Core Equity Market Etf Etf (DFAI) 0.8 $1.2M 33k 34.57
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 0.8 $1.1M 23k 48.00
Fidelity Enhanced Large Cap Value Etf Etf (FELV) 0.8 $1.1M 35k 31.76
Amazon Stock (AMZN) 0.7 $1.0M 4.7k 219.39
Spdr S&p 500 Etf Trust Etf (SPY) 0.6 $929k 1.5k 617.89
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP) 0.6 $895k 24k 36.74
Tesla Stock (TSLA) 0.6 $840k 2.6k 317.60
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $759k 13k 57.01
Vanguard Russell 1000 Value Etf Etf (VONV) 0.5 $691k 8.1k 85.21
Microstrategy Inc Cl A Stock (MSTR) 0.5 $667k 1.7k 404.23
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $618k 16k 38.11
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $594k 3.4k 176.24
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.4 $590k 11k 52.34
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.4 $563k 7.1k 79.76
Dimensional Ultrashort Fixed Income Etf Etf (DUSB) 0.4 $552k 11k 50.75
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $552k 888.00 621.10
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.4 $548k 5.5k 99.51
Eli Lilly & Co Stock (LLY) 0.4 $546k 700.00 779.43
Broadcom Stock (AVGO) 0.4 $543k 2.0k 275.68
Spdr S&p International Small Cap Etf Etf (GWX) 0.4 $525k 14k 37.18
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.4 $511k 4.6k 111.18
Schwab Municipal Bond Etf Etf (SCMB) 0.3 $472k 19k 25.18
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP) 0.3 $465k 12k 38.21
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.3 $462k 6.2k 74.89
Vanguard Short-term Bond Etf Etf (BSV) 0.3 $439k 5.6k 78.71
Netflix Stock (NFLX) 0.3 $425k 317.00 1339.13
Dimensional Us Core Equity 1 Etf Etf (DCOR) 0.3 $424k 6.3k 66.85
Johnson & Johnson Stock (JNJ) 0.3 $420k 2.8k 152.73
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.3 $399k 5.5k 72.62
International Business Machs Stock (IBM) 0.3 $397k 1.3k 294.78
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC) 0.3 $391k 12k 31.85
Caterpillar Stock (CAT) 0.3 $390k 1.0k 388.02
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $378k 778.00 485.77
Vanguard Small-cap Etf Etf (VB) 0.3 $377k 1.6k 237.00
Innovator International Developed Power Buffer Etf - January Etf (IJAN) 0.3 $377k 11k 34.21
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.3 $366k 2.7k 134.37
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $360k 7.3k 49.46
Oracle Corp Stock (ORCL) 0.2 $349k 1.6k 218.58
Hershey Stock (HSY) 0.2 $335k 2.0k 165.95
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.2 $334k 7.8k 42.74
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $329k 1.3k 253.23
Boston Scientific Corp Stock (BSX) 0.2 $325k 3.0k 107.41
Dimensional Us Vector Equity Etf Etf (DXUV) 0.2 $322k 5.9k 54.23
Exxon Mobil Corp Stock (XOM) 0.2 $316k 2.9k 107.78
Chevron Corp Stock (CVX) 0.2 $310k 2.2k 143.19
Walmart Stock (WMT) 0.2 $309k 3.2k 97.77
Meta Platforms Inc Cl A Stock (META) 0.2 $304k 412.00 737.61
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $287k 1.5k 195.04
Vanguard Value Etf Etf (VTV) 0.2 $286k 1.6k 176.72
Jpmorgan Chase & Co Stock (JPM) 0.2 $282k 972.00 289.92
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.2 $278k 9.6k 28.95
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $275k 2.5k 110.10
Procter And Gamble Stock (PG) 0.2 $274k 1.7k 159.35
Vanguard Russell 1000 Etf Etf (VONE) 0.2 $273k 973.00 280.85
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $273k 6.4k 42.60
Innovator Defined Wealth Shield Etf Etf (BALT) 0.2 $259k 8.1k 32.08
Coca Cola Stock (KO) 0.2 $252k 3.6k 70.52
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.2 $250k 3.3k 75.11
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $249k 1.4k 177.41
Visa Inc Com Cl A Stock (V) 0.2 $246k 692.00 354.87
Schwab 1000 Index Etf Etf (SCHK) 0.2 $240k 8.0k 29.82
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA) 0.2 $228k 7.6k 30.14
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.2 $225k 2.7k 84.83
Costco Whsl Corp Stock (COST) 0.2 $223k 225.00 989.94
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA) 0.2 $220k 7.5k 29.42
Palo Alto Networks Stock (PANW) 0.2 $219k 1.1k 204.64
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $215k 2.2k 99.18
Vanguard Real Estate Etf Etf (VNQ) 0.1 $211k 2.4k 89.07
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $209k 1.0k 204.67
Colgate Palmolive Stock (CL) 0.1 $201k 2.2k 90.90
Nuveen Churchill Direct Lendin Cef (NCDL) 0.1 $178k 11k 16.19
Fs Credit Opportunities Corp Cef (FSCO) 0.1 $158k 22k 7.26
Proshares Ultrapro Qqq Etf (TQQQ) 0.0 $50k 50k 1.00
Inspiremd Stock (NSPR) 0.0 $41k 18k 2.27