Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors as of June 30, 2026

Portfolio Holdings for Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors holds 112 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 10.2 $26M 723k 36.13
Dimensional International Value Etf Etf (DFIV) 8.4 $22M 399k 54.02
Dimensional International Core Equity 2 Etf Etf (DFIC) 8.2 $21M 626k 33.56
Dimensional Us Marketwide Value Etf Etf (DFUV) 5.4 $14M 250k 55.02
Dimensional Us Small Cap Value Etf Etf (DFSV) 5.1 $13M 335k 38.79
Dimensional U.s. Targeted Value Etf Etf (DFAT) 5.1 $13M 185k 69.90
Vanguard S&p 500 Etf Etf (VOO) 4.9 $13M 18k 686.28
Dimensional U.s. Small Cap Etf Etf (DFAS) 3.9 $9.9M 121k 82.33
Dimensional National Municipal Bond Etf Etf (DFNM) 3.4 $8.6M 178k 48.34
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP) 3.4 $8.6M 320k 26.87
Dimensional Emerging Markets Value Etf Etf (DFEV) 3.0 $7.7M 368k 21.00
Dimensional Us Large Cap Value Etf Etf (DFLV) 3.0 $7.6M 193k 39.54
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 2.9 $7.4M 182k 40.63
Dimensional U.s. Equity Market Etf Etf (DFUS) 2.1 $5.3M 65k 81.94
Dimensional Global Real Estate Etf Etf (DFGR) 2.1 $5.3M 182k 28.98
Dimensional International Small Cap Value Etf Etf (DISV) 2.0 $5.1M 128k 40.13
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 1.7 $4.4M 92k 47.75
Dimensional Ultrashort Fixed Income Etf Etf (DUSB) 1.2 $3.2M 63k 50.78
Apple Stock (AAPL) 1.2 $3.0M 11k 289.37
Dimensional World Equity Etf Etf (DFAW) 1.0 $2.5M 30k 82.79
Dimensional International Small Cap Etf Etf (DFIS) 0.9 $2.2M 63k 35.03
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.8 $2.1M 40k 51.69
Dimensional Us Core Equity 1 Etf Etf (DCOR) 0.8 $1.9M 24k 81.98
Dimensional Us Real Estate Etf Etf (DFAR) 0.7 $1.8M 68k 26.17
Dimensional Us High Profitability Etf Etf (DUHP) 0.7 $1.8M 42k 41.73
Nvidia Corporation Stock (NVDA) 0.7 $1.7M 8.4k 200.09
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF) 0.6 $1.6M 31k 52.68
Dimensional Inflation-protected Securities Etf Etf (DFIP) 0.6 $1.6M 40k 41.26
Dimensional Us Vector Equity Etf Etf (DXUV) 0.6 $1.4M 21k 66.50
Dimensional International Core Equity Market Etf Etf (DFAI) 0.5 $1.3M 32k 41.25
Fidelity Enhanced Large Cap Value Etf Etf (FELV) 0.5 $1.3M 32k 40.09
Amazon Stock (AMZN) 0.5 $1.2M 5.2k 238.36
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $1.2M 3.3k 357.35
Caterpillar Stock (CAT) 0.5 $1.2M 1.1k 1064.48
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $1.1M 1.5k 746.69
Microsoft Corp Stock (MSFT) 0.4 $1.1M 3.0k 373.06
Dimensional Core Fixed Income Etf Etf (DFCF) 0.4 $1.1M 26k 42.25
Eli Lilly & Co Stock (LLY) 0.4 $906k 755.00 1199.58
Broadcom Stock (AVGO) 0.3 $814k 2.2k 377.77
Vanguard Morningstar Total Stock Market Etf Etf (VTI) 0.3 $798k 2.2k 370.02
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.3 $748k 6.9k 109.11
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.3 $729k 5.3k 136.65
Johnson & Johnson Stock (JNJ) 0.3 $708k 2.8k 253.99
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $700k 935.00 749.06
Innovator Us Equity Accelerated Etf Etf (XDSQ) 0.3 $692k 16k 42.96
Innovator Defined Wealth Shield Etf Etf (BALT) 0.3 $692k 20k 34.27
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.3 $687k 11k 60.79
Tesla Stock (TSLA) 0.2 $630k 1.5k 420.46
State Street Spdr S&p International Small Cap Etf Etf (GWX) 0.2 $615k 14k 43.76
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.2 $601k 13k 46.63
Vanguard Morningstar Small-cap Etf Etf (VB) 0.2 $565k 1.9k 302.01
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.2 $557k 6.1k 90.78
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI) 0.2 $552k 14k 40.67
Innovator U.s. Equity Accelerated Plus Etf Etf (XTAP) 0.2 $552k 12k 45.33
Dimensional International Vector Equity Etf Etf (DXIV) 0.2 $541k 7.7k 70.01
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.2 $540k 4.7k 115.98
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $535k 1.5k 353.29
Roundhill Generative Ai & Technology Etf Stock (CHAT) 0.2 $508k 5.1k 98.68
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.2 $495k 2.6k 190.52
Exxonmobil Holdings Corp Stock 0.2 $483k 3.5k 136.70
Vanguard Short-term Bond Etf Etf (BSV) 0.2 $473k 6.1k 78.02
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.2 $470k 92k 5.11
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.2 $450k 10k 45.10
Innovator Equity Managed 10 Buffer Etf Etf (XBFR) 0.2 $443k 17k 26.62
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC) 0.2 $436k 12k 35.52
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $434k 6.1k 71.25
International Business Machs Stock (IBM) 0.2 $433k 1.5k 281.21
Vanguard Russell 1000 Value Etf Etf (VONV) 0.2 $423k 4.0k 106.31
Innovator International Developed Power Buffer Etf - January Etf (IJAN) 0.2 $404k 11k 38.08
Jpmorgan Chase & Co Stock (JPM) 0.2 $402k 1.2k 327.29
Meta Platforms Inc Cl A Stock (META) 0.2 $402k 713.00 563.31
Dimensional International High Profitability Etf Etf (DIHP) 0.2 $392k 12k 34.13
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.2 $387k 9.6k 40.21
Chevron Corporation Stock (CVX) 0.2 $385k 2.3k 165.74
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $383k 766.00 500.39
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.1 $379k 6.6k 57.67
Vanguard Morningstar Small-cap Value Etf Etf (VBR) 0.1 $363k 1.5k 242.98
Mplx Lp Com Unit Rep Stock (MPLX) 0.1 $362k 6.4k 56.33
Vanguard Morningstar Value Etf Etf (VTV) 0.1 $357k 1.6k 217.99
Hershey Stock (HSY) 0.1 $354k 2.0k 175.45
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $344k 2.5k 137.53
Walmart Stock (WMT) 0.1 $341k 3.0k 113.25
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP) 0.1 $341k 8.1k 41.95
Quanta Svcs Stock (PWR) 0.1 $334k 464.00 720.04
Micron Technology Stock (MU) 0.1 $324k 281.00 1154.29
Coca Cola Stock (KO) 0.1 $320k 3.9k 82.03
Palo Alto Networks Stock (PANW) 0.1 $318k 933.00 341.02
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $302k 5.8k 51.78
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.1 $283k 3.4k 83.79
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $279k 5.5k 51.05
Schwab 1000 Index Etf Etf (SCHK) 0.1 $276k 7.7k 36.06
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $270k 4.5k 59.69
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE) 0.1 $264k 5.4k 48.88
Nucor Corp Stock (NUE) 0.1 $262k 1.2k 222.76
Innovator U.s. Equity Accelerated Plus Etf - January Etf (XTJA) 0.1 $255k 7.5k 34.04
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 0.1 $254k 247k 1.03
Procter & Gamble Stock (PG) 0.1 $249k 1.7k 146.64
Ge Vernova Stock (GEV) 0.1 $245k 208.00 1175.30
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $243k 1.0k 236.55
Oracle Corp Stock (ORCL) 0.1 $241k 1.6k 146.53
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA) 0.1 $240k 7.1k 33.80
Netflix Stock (NFLX) 0.1 $226k 3.2k 71.40
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $220k 2.2k 99.31
Colgate Palmolive Stock (CL) 0.1 $219k 2.4k 91.68
Costco Wholesale Corporation Stock (COST) 0.1 $217k 232.00 935.98
Goldman Sachs Group Stock (GS) 0.1 $212k 210.00 1011.37
Vanguard Morningstar Mid-cap Etf Etf (VO) 0.1 $212k 2.6k 80.57
Bank Of Amer Corp Stock (BAC) 0.1 $208k 3.6k 56.98
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $201k 883.00 227.03
Proshares Ultrapro Qqq Etf (TQQQ) 0.1 $154k 154k 1.00
Fs Credit Opportunities Corp Cef (FSCO) 0.0 $89k 18k 4.99
Inspiremd Stock (NSPR) 0.0 $17k 24k 0.70