Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors holds 99 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional International Value Etf Etf (DFIV) 9.3 $16M 348k 46.12
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 9.3 $16M 423k 37.80
Dimensional International Core Equity 2 Etf Etf (DFIC) 8.3 $14M 438k 32.79
Dimensional U.s. Targeted Value Etf Etf (DFAT) 6.3 $11M 188k 58.21
Dimensional Us Marketwide Value Etf Etf (DFUV) 6.3 $11M 243k 44.69
Dimensional Us Small Cap Value Etf Etf (DFSV) 4.3 $7.4M 231k 31.84
Dimensional U.s. Small Cap Etf Etf (DFAS) 4.0 $6.9M 101k 68.46
Dimensional National Municipal Bond Etf Etf (DFNM) 3.5 $6.0M 126k 47.98
Vanguard S&p 500 Etf Etf (VOO) 3.2 $5.5M 9.0k 612.41
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 3.0 $5.1M 160k 32.07
Dimensional U.s. Equity Market Etf Etf (DFUS) 2.8 $4.8M 66k 72.44
Dimensional Ultrashort Fixed Income Etf Etf (DUSB) 2.2 $3.9M 76k 50.78
Dimensional Emerging Markets Value Etf Etf (DFEV) 2.2 $3.8M 127k 29.61
Dimensional Core Fixed Income Etf Etf (DFCF) 2.0 $3.4M 79k 42.76
Dimensional International Small Cap Value Etf Etf (DISV) 1.6 $2.7M 76k 35.69
Apple Stock (AAPL) 1.5 $2.5M 10k 254.62
Dimensional Us Large Cap Value Etf Etf (DFLV) 1.4 $2.4M 74k 32.90
Dimensional Global Real Estate Etf Etf (DFGR) 1.4 $2.4M 87k 27.31
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 1.1 $1.9M 39k 48.19
Dimensional Us Core Equity Market Etf Etf (DFAU) 1.1 $1.8M 40k 45.76
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF) 1.0 $1.8M 36k 48.86
Dimensional Us Real Estate Etf Etf (DFAR) 1.0 $1.8M 74k 23.85
Dimensional International Small Cap Etf Etf (DFIS) 1.0 $1.7M 55k 31.63
Innovator Us Equity Accelerated Etf Etf (XDSQ) 1.0 $1.7M 42k 39.86
Dimensional World Equity Etf Etf (DFAW) 0.9 $1.5M 21k 71.86
Microsoft Corp Stock (MSFT) 0.9 $1.5M 2.9k 517.93
Nvidia Corporation Stock (NVDA) 0.9 $1.5M 7.9k 186.57
Dimensional Inflation-protected Securities Etf Etf (DFIP) 0.8 $1.4M 33k 42.23
Dimensional International Core Equity Market Etf Etf (DFAI) 0.7 $1.2M 34k 36.35
Fidelity Enhanced Large Cap Value Etf Etf (FELV) 0.7 $1.1M 34k 33.53
Amazon Stock (AMZN) 0.6 $1.0M 4.7k 219.57
Spdr S&p 500 Etf Trust Etf (SPY) 0.6 $1000k 1.5k 666.12
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $907k 3.7k 243.11
Tesla Stock (TSLA) 0.5 $857k 1.9k 444.60
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP) 0.5 $841k 22k 37.86
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $668k 18k 36.54
Broadcom Stock (AVGO) 0.4 $665k 2.0k 329.85
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.4 $625k 11k 55.33
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.4 $625k 7.1k 88.65
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.4 $625k 4.6k 135.65
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.4 $611k 5.5k 110.60
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $599k 895.00 669.21
Dimensional Us Vector Equity Etf Etf (DXUV) 0.3 $563k 9.6k 58.44
Spdr S&p International Small Cap Etf Etf (GWX) 0.3 $562k 14k 40.18
Dimensional Us Core Equity 1 Etf Etf (DCOR) 0.3 $554k 7.7k 71.94
Caterpillar Stock (CAT) 0.3 $551k 1.2k 477.14
Eli Lilly & Co Stock (LLY) 0.3 $528k 692.00 763.38
Johnson & Johnson Stock (JNJ) 0.3 $514k 2.8k 185.41
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.3 $498k 6.2k 80.65
Meta Platforms Inc Cl A Stock (META) 0.3 $493k 672.00 734.17
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP) 0.3 $483k 12k 39.65
Vanguard Small-cap Etf Etf (VB) 0.3 $481k 1.9k 254.22
Spdr Msci Acwi Ex-us Etf Etf (CWI) 0.3 $474k 14k 34.92
Oracle Corp Stock (ORCL) 0.3 $461k 1.6k 281.31
Innovator Defined Wealth Shield Etf Etf (BALT) 0.3 $457k 14k 32.82
International Business Machs Stock (IBM) 0.3 $449k 1.6k 282.16
Vanguard Short-term Bond Etf Etf (BSV) 0.3 $446k 5.7k 78.91
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.2 $429k 82k 5.22
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $403k 801.00 502.74
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC) 0.2 $403k 12k 32.80
Jpmorgan Chase & Co Stock (JPM) 0.2 $398k 1.3k 315.48
Innovator International Developed Power Buffer Etf - January Etf (IJAN) 0.2 $388k 11k 35.19
Dimensional International Vector Equity Etf Etf (DXIV) 0.2 $387k 6.3k 61.53
Chevron Corp Stock (CVX) 0.2 $382k 2.5k 155.29
Netflix Stock (NFLX) 0.2 $381k 318.00 1198.92
Hershey Stock (HSY) 0.2 $378k 2.0k 187.05
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $366k 1.3k 281.86
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $359k 1.5k 243.50
Vanguard Russell 1000 Value Etf Etf (VONV) 0.2 $354k 4.0k 89.36
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $345k 5.8k 59.92
Exxon Mobil Corp Stock (XOM) 0.2 $333k 3.0k 112.73
Autonation Stock (AN) 0.2 $333k 1.5k 218.77
Walmart Stock (WMT) 0.2 $329k 3.2k 103.05
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.2 $323k 6.9k 46.81
Mplx Lp Com Unit Rep Stock (MPLX) 0.2 $323k 6.5k 49.95
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $308k 1.5k 208.78
Vanguard Value Etf Etf (VTV) 0.2 $306k 1.6k 186.53
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $302k 2.5k 120.72
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.2 $298k 9.4k 31.53
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $298k 6.4k 46.32
Boston Scientific Corp Stock (BSX) 0.2 $297k 3.0k 97.63
Procter And Gamble Stock (PG) 0.2 $292k 1.9k 153.61
Strategy Inc Cl A Stock (MSTR) 0.2 $288k 893.00 322.21
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.2 $263k 3.3k 79.52
Schwab 1000 Index Etf Etf (SCHK) 0.1 $253k 7.9k 32.12
Coca Cola Stock (KO) 0.1 $244k 3.7k 66.17
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $240k 4.4k 54.18
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.1 $238k 2.7k 89.77
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA) 0.1 $237k 7.6k 31.29
Visa Inc Com Cl A Stock (V) 0.1 $231k 678.00 341.24
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA) 0.1 $231k 7.5k 30.81
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $224k 1.0k 215.79
Palo Alto Networks Stock (PANW) 0.1 $218k 1.1k 203.62
Costco Whsl Corp Stock (COST) 0.1 $214k 231.00 925.63
Proshares Ultrapro Qqq Etf (TQQQ) 0.1 $154k 154k 1.00
Nuveen Churchill Direct Lendin Cef (NCDL) 0.1 $152k 11k 13.80
Fs Credit Opportunities Corp Cef (FSCO) 0.1 $111k 16k 6.91
Inspiremd Stock (NSPR) 0.1 $102k 42k 2.41
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $10k 10k 1.00