13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002044679
Total reported value
$148.9M
$148.9M
30 檔
58.0%
During the Q3 2025 filing period, Vested Financial Planning, LLC (CIK: 0002044679) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $148.9M across 30 reported positions.
In Q3 2025, Vested Financial Planning, LLC displayed an active expansion posture, initiating 5 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 30.53% | -0.27% | +1.92% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 14.09% | -1.20% | +1.37% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.24% | +0.36% | -0.56% | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-Other | 7.53% | +0.56% | +4.18% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.67% | -0.57% | +9.10% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.20% | +0.21% | +1.72% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.48% | -0.10% | +0.75% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.15% | +0.60% | -1.05% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.84% | +0.20% | -1.51% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.00% | -0.04% | -9.35% | |
| 11 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.70% | -0.14% | +7.46% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.52% | +0.01% | +0.05% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | +0.01% | +26.63% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.73% | -0.11% | +11.91% | |
| 15 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.71% | -0.07% | +7.33% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | -0.07% | +29.97% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.68% | — | +107.12% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.01% | +20.92% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.06% | — | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.02% | +25.31% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.41% | -0.05% | +12.14% | |
| 22 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.39% | — | — | |
| 23 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.38% | +0.01% | +2.01% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | +0.05% | — | |
| 25 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.22% | -0.01% | +16.93% | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.21% | -0.01% | +14.96% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.21% | — | +2.06% | |
| 28 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.18% | -0.21% | EXIT | |
| 29 | JMSI | JPM Sus Municipal Income | ETF-Other | 0.17% | — | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.9% | -0.56% | Add |
| 2 | VXF | Vanguard Extended Market ETF | +0.4% | -1.51% | Add |
| 3 | VT | Vanguard Tot World Stk ETF | +0.4% | +107.12% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +26.63% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +20.92% | Add |
| 6 | EFA | Ishares Msci Eafe ETF | +0.1% | +25.31% | Add |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.1% | +29.97% | Add |
| 8 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 9 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 10 | SPEM | State Street Sp Ptf Em ETF | — | +0.05% | Add |
| 11 | SUSL | Ishares Esg Msci USA Leaders | — | +2.01% | Add |
| 12 | DFGR | Dim Global Real Estate ETF | — | +16.93% | Add |
| 13 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +2.06% | Add |
| 14 | JMSI | JPM Sus Municipal Income | 0% | — | Unchanged |
| 15 | ABNB | Airbnb Inc-class A | -0.1% | -25.80% | Trim |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -1.05% | Add |
| 17 | IAGG | Ishares Intl Aggregate Bond | -0.1% | +12.14% | Trim |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | +11.91% | Add |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | +0.75% | Trim |
| 20 | AAPL | Apple Inc | -0.4% | -9.35% | Trim |
| 21 | DFGX | Dimsnl Intr Cf In Etf-usd In | -0.6% | +7.46% | Trim |
| 22 | DFAX | Dimensional World Ex US Core | -1.1% | +1.37% | Trim |
| 23 | DFCF | Dimensional Core Fixed Inc | -1.1% | +9.10% | Add |
| 24 | DFNM | Dimensional National Muni Bd | -1.2% | +4.18% | Add |
| 25 | DFAC | Dimensional US Core Equity 2 | -3.8% | +1.92% | Trim |
| 26 | DUHP | Dimensional US High Profi Et | — | NEW | New buy |
| 27 | DFGP | Dimensional Glbl Core Pl Fix | — | NEW | New buy |
| 28 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 29 | AOA | Ishares Core 80/20 Aggressiv | — | NEW | New buy |
| 30 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Vested Financial Planning, LLC reported a total U.S. public equity portfolio value of $148.9M across 30 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, VOO) accounted for 58.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
DUHP
市值: $6.4M
Top Position Liquidated / Trimmed
DFAC
前期市值: $34.3M
During Q3 2025, Vested Financial Planning, LLC's top holdings by market value included DFAC (30.5%)、DFAX (14.1%)、VOO (12.2%). The largest single position, DFAC, represented 30.5% of total portfolio value.
In Q3 2025, Vested Financial Planning, LLC made 27 total portfolio adjustments, initiating 5 new buys, adding to 15 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.