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CIK: 0002044679
Total reported value
$148.9M
$148.9M
30 檔
60.8%
The Q4 2025 SEC filing reveals that Vested Financial Planning, LLC held a total portfolio value of $148.9M, covering 30 public equity positions.
In Q4 2025, Vested Financial Planning, LLC displayed an active expansion posture, initiating 0 new positions and adding to 21 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 | 29.95% | -0.27% | +0.66% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 13.97% | -1.20% | +0.14% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.58% | +0.36% | +5.75% | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-Other | 7.58% | +0.56% | +5.58% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.59% | -0.57% | +4.39% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.92% | +0.21% | -0.97% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.71% | -0.10% | +6.65% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.26% | +0.60% | +7.62% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.87% | +0.20% | +6.63% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.02% | -0.04% | -0.45% | |
| 11 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.64% | -0.14% | +4.13% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.54% | +0.01% | +6.62% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | +0.01% | +15.78% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.99% | -0.11% | +42.33% | |
| 15 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.69% | -0.07% | +5.42% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.67% | — | +1.62% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.07% | +3.73% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.01% | +2.03% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.54% | -0.05% | +42.23% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.06% | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | -0.02% | +3.81% | |
| 22 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.38% | +0.01% | — | |
| 23 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.28% | — | +28.25% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.27% | +0.05% | — | |
| 25 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.22% | -0.21% | EXIT | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.20% | -0.01% | +0.90% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.20% | — | — | |
| 28 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.19% | -0.01% | -5.34% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | -0.02% | — | |
| 30 | JMSI | JPM Sus Municipal Income | ETF-Other | 0.16% | — | — |
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 Q4 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 60.8% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
DUHP
前期市值: $6.4M
During Q4 2025, Vested Financial Planning, LLC's top holdings by market value included DFAC (29.9%)、DFAX (14.0%)、VOO (12.6%). The largest single position, DFAC, represented 29.9% of total portfolio value.
In Q4 2025, Vested Financial Planning, LLC made 24 total portfolio adjustments, initiating 0 new buys, adding to 21 positions, trimming 3 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.
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