Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors holds 98 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional International Value Etf Etf (DFIV) 9.2 $18M 352k 51.59
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 9.2 $18M 454k 39.76
Dimensional International Core Equity 2 Etf Etf (DFIC) 8.9 $17M 488k 35.76
Dimensional U.s. Targeted Value Etf Etf (DFAT) 6.1 $12M 187k 64.24
Dimensional Us Marketwide Value Etf Etf (DFUV) 6.1 $12M 245k 48.80
Dimensional Us Small Cap Value Etf Etf (DFSV) 5.1 $9.9M 280k 35.50
Dimensional U.s. Small Cap Etf Etf (DFAS) 4.2 $8.3M 110k 75.26
Dimensional National Municipal Bond Etf Etf (DFNM) 3.4 $6.6M 137k 48.41
Vanguard S&p 500 Etf Etf (VOO) 3.4 $6.6M 11k 630.16
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 3.0 $5.9M 170k 35.01
Dimensional Emerging Markets Value Etf Etf (DFEV) 2.6 $5.1M 152k 33.43
Dimensional U.s. Equity Market Etf Etf (DFUS) 2.5 $4.9M 66k 74.86
Dimensional Core Fixed Income Etf Etf (DFCF) 2.2 $4.4M 103k 42.58
Dimensional Us Large Cap Value Etf Etf (DFLV) 2.2 $4.3M 121k 35.66
Dimensional International Small Cap Value Etf Etf (DISV) 1.8 $3.6M 90k 39.84
Dimensional Global Real Estate Etf Etf (DFGR) 1.7 $3.3M 123k 26.98
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 1.5 $3.0M 63k 48.02
Dimensional Ultrashort Fixed Income Etf Etf (DUSB) 1.4 $2.8M 55k 50.69
Apple Stock (AAPL) 1.3 $2.5M 10k 247.66
Dimensional World Equity Etf Etf (DFAW) 1.0 $2.0M 27k 76.08
Dimensional Us Core Equity Market Etf Etf (DFAU) 1.0 $1.9M 41k 47.40
Dimensional International Small Cap Etf Etf (DFIS) 1.0 $1.9M 54k 34.55
Dimensional Us Real Estate Etf Etf (DFAR) 0.9 $1.8M 76k 23.59
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF) 0.9 $1.7M 34k 50.12
Nvidia Corporation Stock (NVDA) 0.8 $1.6M 8.6k 183.32
Innovator Us Equity Accelerated Etf Etf (XDSQ) 0.8 $1.5M 37k 41.91
Dimensional Inflation-protected Securities Etf Etf (DFIP) 0.7 $1.4M 33k 41.61
Dimensional International Core Equity Market Etf Etf (DFAI) 0.7 $1.3M 34k 39.46
Microsoft Corp Stock (MSFT) 0.7 $1.3M 2.9k 444.11
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $1.3M 3.9k 328.39
Fidelity Enhanced Large Cap Value Etf Etf (FELV) 0.6 $1.2M 34k 35.75
Amazon Stock (AMZN) 0.6 $1.2M 5.1k 231.31
Spdr S&p 500 Etf Trust Etf (SPY) 0.5 $1.0M 1.5k 685.54
Dimensional Us Core Equity 1 Etf Etf (DCOR) 0.4 $838k 11k 75.05
Tesla Stock (TSLA) 0.4 $833k 1.9k 431.33
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP) 0.4 $775k 20k 38.73
Eli Lilly & Co Stock (LLY) 0.4 $770k 714.00 1078.84
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.4 $703k 4.7k 151.04
Caterpillar Stock (CAT) 0.4 $695k 1.1k 645.57
Broadcom Stock (AVGO) 0.3 $677k 2.1k 328.81
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $673k 2.0k 339.03
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.3 $672k 6.8k 98.76
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.3 $661k 5.4k 123.13
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.3 $654k 11k 58.02
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $627k 911.00 688.13
Johnson & Johnson Stock (JNJ) 0.3 $611k 2.8k 217.98
Spdr S&p International Small Cap Etf Etf (GWX) 0.3 $595k 14k 42.75
Dimensional Us Vector Equity Etf Etf (DXUV) 0.3 $552k 8.9k 61.91
Vanguard Small-cap Etf Etf (VB) 0.3 $518k 1.9k 276.87
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.3 $509k 6.1k 83.29
Spdr Msci Acwi Ex-us Etf Etf (CWI) 0.3 $505k 14k 37.21
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP) 0.3 $497k 12k 40.81
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $490k 1.5k 328.39
International Business Machs Stock (IBM) 0.2 $478k 1.6k 297.54
Innovator Defined Wealth Shield Etf Etf (BALT) 0.2 $468k 14k 33.62
Vanguard Short-term Bond Etf Etf (BSV) 0.2 $453k 5.8k 78.76
Meta Platforms Inc Cl A Stock (META) 0.2 $435k 709.00 612.83
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.2 $428k 85k 5.03
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC) 0.2 $413k 12k 33.65
Exxon Mobil Corp Stock (XOM) 0.2 $404k 3.0k 133.59
Hershey Stock (HSY) 0.2 $396k 2.0k 196.07
Jpmorgan Chase & Co Stock (JPM) 0.2 $391k 1.3k 302.13
Innovator International Developed Power Buffer Etf - January Etf (IJAN) 0.2 $389k 11k 36.70
Walmart Stock (WMT) 0.2 $387k 3.2k 119.36
Chevron Corp Stock (CVX) 0.2 $386k 2.3k 166.73
Vanguard Russell 1000 Value Etf Etf (VONV) 0.2 $381k 4.0k 96.10
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $380k 5.8k 65.01
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.2 $374k 2.6k 143.81
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $370k 765.00 483.83
Mplx Lp Com Unit Rep Stock (MPLX) 0.2 $357k 6.4k 55.62
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $337k 1.5k 226.90
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.2 $333k 9.6k 34.50
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $329k 6.5k 50.68
Dimensional International Vector Equity Etf Etf (DXIV) 0.2 $324k 4.8k 67.44
Vanguard Value Etf Etf (VTV) 0.2 $323k 1.6k 198.52
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $305k 2.5k 122.07
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.2 $296k 6.1k 48.82
Oracle Corp Stock (ORCL) 0.1 $279k 1.6k 173.88
Boston Scientific Corp Stock (BSX) 0.1 $279k 3.0k 91.71
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.1 $277k 3.3k 83.16
Coca Cola Stock (KO) 0.1 $275k 3.8k 72.01
Netflix Stock (NFLX) 0.1 $274k 3.2k 85.36
Procter & Gamble Stock (PG) 0.1 $266k 1.8k 146.03
Schwab 1000 Index Etf Etf (SCHK) 0.1 $260k 7.9k 33.07
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $252k 4.5k 56.12
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA) 0.1 $238k 7.5k 31.74
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.1 $236k 5.3k 44.21
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $232k 1.0k 223.91
Costco Wholesale Corporation Stock (COST) 0.1 $230k 234.00 981.08
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA) 0.1 $228k 7.1k 32.09
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $225k 2.9k 78.49
Visa Inc Com Cl A Stock (V) 0.1 $224k 690.00 325.19
Quanta Svcs Stock (PWR) 0.1 $218k 460.00 473.24
Nucor Corp Stock (NUE) 0.1 $210k 1.2k 180.21
Colgate Palmolive Stock (CL) 0.1 $203k 2.4k 84.73
Proshares Ultrapro Qqq Etf (TQQQ) 0.1 $154k 154k 1.00
Fs Credit Opportunities Corp Cef (FSCO) 0.1 $107k 17k 6.43
Inspiremd Stock (NSPR) 0.0 $69k 42k 1.62