Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors as of March 31, 2026

Portfolio Holdings for Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors holds 99 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional International Value Etf Etf (DFIV) 9.3 $20M 375k 52.77
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 9.2 $20M 604k 32.54
Dimensional International Core Equity 2 Etf Etf (DFIC) 8.6 $18M 575k 31.65
Dimensional Us Marketwide Value Etf Etf (DFUV) 5.7 $12M 250k 48.45
Dimensional U.s. Targeted Value Etf Etf (DFAT) 5.4 $12M 185k 62.45
Dimensional Us Small Cap Value Etf Etf (DFSV) 5.0 $11M 303k 35.04
Vanguard S&p 500 Etf Etf (VOO) 4.7 $10M 17k 597.39
Dimensional U.s. Small Cap Etf Etf (DFAS) 3.9 $8.3M 117k 71.10
Dimensional National Municipal Bond Etf Etf (DFNM) 3.3 $7.1M 148k 47.93
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 2.8 $6.0M 175k 34.54
Dimensional Us Large Cap Value Etf Etf (DFLV) 2.8 $5.9M 166k 35.69
Dimensional Emerging Markets Value Etf Etf (DFEV) 2.7 $5.6M 168k 33.61
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP) 2.6 $5.4M 113k 48.00
Dimensional U.s. Equity Market Etf Etf (DFUS) 2.2 $4.7M 66k 70.91
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 1.9 $4.0M 83k 47.88
Dimensional Global Real Estate Etf Etf (DFGR) 1.9 $4.0M 149k 26.57
Dimensional International Small Cap Value Etf Etf (DISV) 1.8 $3.9M 99k 39.42
Dimensional Ultrashort Fixed Income Etf Etf (DUSB) 1.5 $3.3M 64k 50.71
Apple Stock (AAPL) 1.2 $2.6M 10k 253.79
Dimensional World Equity Etf Etf (DFAW) 1.0 $2.1M 28k 73.78
Dimensional International Small Cap Etf Etf (DFIS) 0.9 $1.9M 56k 33.66
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.8 $1.8M 40k 45.12
Dimensional Us Real Estate Etf Etf (DFAR) 0.8 $1.8M 75k 23.65
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF) 0.8 $1.7M 34k 49.41
Dimensional Core Fixed Income Etf Etf (DFCF) 0.7 $1.5M 37k 42.21
Nvidia Corporation Stock (NVDA) 0.7 $1.5M 8.6k 174.40
Dimensional Us Core Equity 1 Etf Etf (DCOR) 0.6 $1.4M 19k 72.08
Innovator Us Equity Accelerated Etf Etf (XDSQ) 0.6 $1.4M 35k 39.58
Dimensional Inflation-protected Securities Etf Etf (DFIP) 0.6 $1.3M 32k 41.72
Dimensional Us Vector Equity Etf Etf (DXUV) 0.6 $1.2M 21k 59.35
Dimensional International Core Equity Market Etf Etf (DFAI) 0.6 $1.2M 31k 38.96
Fidelity Enhanced Large Cap Value Etf Etf (FELV) 0.6 $1.2M 34k 34.91
Amazon Stock (AMZN) 0.5 $1.0M 5.0k 208.28
Microsoft Corp Stock (MSFT) 0.5 $1.0M 2.8k 370.17
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $1.0M 3.5k 287.57
State Street Spdr S&p 500 Etf Etf (SPY) 0.5 $976k 1.5k 650.39
Dimensional Us High Profitability Etf Etf (DUHP) 0.4 $821k 22k 36.76
Caterpillar Stock (CAT) 0.4 $765k 1.1k 708.17
Tesla Stock (TSLA) 0.3 $718k 1.9k 371.65
Johnson & Johnson Stock (JNJ) 0.3 $690k 2.8k 244.40
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $677k 2.1k 320.83
Eli Lilly & Co Stock (LLY) 0.3 $668k 726.00 920.03
Broadcom Stock (AVGO) 0.3 $659k 2.1k 309.47
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.3 $646k 6.8k 94.59
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.3 $640k 11k 56.58
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.3 $630k 5.3k 118.25
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.3 $620k 4.7k 133.19
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $609k 932.00 652.86
State Street Spdr S&p International Small Cap Etf Etf (GWX) 0.3 $587k 14k 42.23
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.3 $580k 7.3k 79.06
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP) 0.2 $531k 14k 39.14
Exxon Mobil Corp Stock (XOM) 0.2 $528k 3.1k 169.66
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP) 0.2 $504k 12k 41.37
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI) 0.2 $497k 14k 36.59
Vanguard Small-cap Etf Etf (VB) 0.2 $493k 1.9k 261.97
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.2 $481k 12k 41.09
Chevron Corporation Stock (CVX) 0.2 $481k 2.3k 206.90
Vanguard Short-term Bond Etf Etf (BSV) 0.2 $469k 6.0k 78.41
Dimensional International Vector Equity Etf Etf (DXIV) 0.2 $467k 6.9k 67.54
Innovator Defined Wealth Shield Etf Etf (BALT) 0.2 $466k 14k 33.47
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.2 $449k 11k 42.40
Meta Platforms Inc Cl A Stock (META) 0.2 $421k 736.00 572.08
Hershey Stock (HSY) 0.2 $421k 2.0k 207.89
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $419k 1.5k 286.95
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.2 $408k 81k 5.05
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC) 0.2 $404k 12k 32.89
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $390k 6.1k 64.08
Innovator International Developed Power Buffer Etf - January Etf (IJAN) 0.2 $385k 11k 36.28
International Business Machs Stock (IBM) 0.2 $384k 1.6k 242.39
Walmart Stock (WMT) 0.2 $374k 3.0k 124.28
Vanguard Russell 1000 Value Etf Etf (VONV) 0.2 $372k 4.0k 93.65
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $370k 772.00 479.20
Mplx Lp Com Unit Rep Stock (MPLX) 0.2 $366k 6.4k 57.07
Jpmorgan Chase & Co Stock (JPM) 0.2 $354k 1.2k 294.07
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.2 $346k 2.6k 132.90
Netflix Stock (NFLX) 0.2 $329k 3.4k 96.15
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.2 $327k 9.7k 33.86
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $324k 1.5k 217.28
Vanguard Value Etf Etf (VTV) 0.2 $321k 1.6k 196.14
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.1 $319k 6.6k 48.32
Roundhill Generative Ai & Technology Etf Stock (CHAT) 0.1 $319k 5.1k 61.85
Coca Cola Stock (KO) 0.1 $296k 3.9k 76.17
Costco Wholesale Corporation Stock (COST) 0.1 $290k 291.00 997.11
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $285k 6.1k 46.91
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $283k 2.5k 113.11
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.1 $272k 3.3k 81.50
Procter & Gamble Stock (PG) 0.1 $254k 1.8k 144.43
Quanta Svcs Stock (PWR) 0.1 $254k 462.00 549.02
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $247k 4.6k 54.04
Oracle Corp Stock (ORCL) 0.1 $244k 1.7k 147.15
Schwab 1000 Index Etf Etf (SCHK) 0.1 $243k 7.8k 31.33
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA) 0.1 $228k 7.5k 30.47
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA) 0.1 $222k 7.1k 31.28
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $221k 1.0k 215.14
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $217k 2.2k 99.26
Colgate Palmolive Stock (CL) 0.1 $206k 2.4k 85.23
Proshares Ultrapro Qqq Etf (TQQQ) 0.1 $154k 154k 1.00
Fs Credit Opportunities Corp Cef (FSCO) 0.0 $88k 17k 5.10
Inspiremd Stock (NSPR) 0.0 $40k 24k 1.63