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CIK: 0002033299
Total reported value
$256.0M
$256.0M
95 檔
20.4%
The Q1 2025 SEC filing reveals that Vestia Personal Wealth Advisors held a total portfolio value of $256.0M, covering 95 public equity positions.
During Q1 2025, Vestia Personal Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | ETF-Other | 9.54% | -0.35% | +6.00% | |
| 2 | DFIV | Dimensional International Va | ETF-Other | 8.91% | -0.88% | +5.28% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.25% | +0.96% | +13.12% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 7.71% | -0.38% | -4.31% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 6.83% | -0.31% | +7.84% | |
| 6 | DFNM | Dimensional National Muni Bd | ETF-Other | 4.57% | +0.03% | +4.67% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.56% | -0.02% | +7.70% | |
| 8 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.34% | +0.08% | +30.49% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.16% | -0.11% | -0.02% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.16% | +0.22% | +5.98% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.81% | +0.05% | +6.31% | |
| 12 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.92% | +0.36% | +26.68% | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.75% | -0.30% | +16.75% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.62% | -0.03% | +2.88% | |
| 15 | DISV | Dimensional International Sm | ETF-Other | 1.54% | +0.17% | +16.32% | |
| 16 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.31% | -0.14% | -2.40% | |
| 17 | XDSQ | Innovator US Eqy Accl-quart | ETF-Other | 1.15% | -0.37% | +3.26% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.13% | -0.13% | +14.54% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.09% | -0.04% | +0.65% | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.09% | +0.20% | +18.02% | |
| 21 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.02% | +0.20% | +19.30% | |
| 22 | DFIS | Dimensional International Sm | ETF-Other | 0.91% | -0.02% | +3.49% | |
| 23 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.91% | +0.02% | +6.84% | |
| 24 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 0.88% | -0.04% | -0.48% | |
| 25 | DFSD | Dimensional Short Duration | ETF-Other | 0.79% | -0.16% | +5.40% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.73% | -0.06% | +0.68% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.06% | -3.81% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | -0.02% | -4.81% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | — | +3.19% | |
| 30 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-Other | 0.67% | -0.12% | -11.80% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | -0.09% | +5.23% | |
| 32 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.57% | — | +45.25% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | -0.05% | -5.84% | |
| 34 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.53% | — | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | -0.01% | -0.31% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.03% | -6.58% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.45% | -0.02% | +1.36% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.04% | -10.80% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.44% | -0.01% | -1.26% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.02% | +2.96% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | -0.02% | +0.90% | |
| 42 | MSTR | Strategy Inc | Stock-Tech | 0.38% | — | -0.90% | |
| 43 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.36% | -0.04% | -0.37% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | -0.01% | -6.14% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.35% | -0.05% | -0.15% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.04% | +2.42% | |
| 47 | XTAP | Innovator US Eqty Accel Pl | ETF-Other | 0.34% | -0.02% | — | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.34% | -0.04% | +0.30% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.02% | -6.84% | |
| 50 | IJAN | Innovator International Deve | ETF-Other | 0.29% | -0.02% | — |
According to official SEC Form 13F filings, Vestia Personal Wealth Advisors reported a total U.S. public equity portfolio value of $256.0M across 95 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFIC, DFIV, DFAC) accounted for 20.4% of total reported equity market value during Q1 2025.
During Q1 2025, Vestia Personal Wealth Advisors's top holdings by market value included DFIC (9.5%)、DFIV (8.9%)、DFAC (8.3%). The largest single position, DFIC, represented 9.5% of total portfolio value.
In Q1 2025, Vestia Personal Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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