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CIK: 0002033299
Total reported value
$256.0M
$256.0M
99 檔
31.7%
In Q1 2026, Vestia Personal Wealth Advisors's U.S. equity holdings reached a combined market value of $256.0M, distributed across 99 disclosed stock positions.
In Q1 2026, Vestia Personal Wealth Advisors displayed an active expansion posture, initiating 5 new positions and adding to 56 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | ETF-Other | 9.29% | -0.88% | +6.55% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.24% | +0.96% | +33.05% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 8.55% | -0.35% | +17.90% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.68% | -0.31% | +1.84% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 5.44% | -0.38% | -0.89% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.99% | +0.08% | +8.11% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.72% | +0.22% | +59.87% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.90% | -0.02% | +5.99% | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.33% | +0.03% | +7.84% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.83% | +0.05% | +2.88% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.78% | +0.20% | +36.72% | |
| 12 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.65% | +0.36% | +10.80% | |
| 13 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.56% | +0.79% | — | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.19% | -0.11% | +0.03% | |
| 15 | DFSD | Dimensional Short Duration | ETF-Other | 1.87% | -0.16% | +31.00% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.86% | +0.20% | +20.94% | |
| 17 | DISV | Dimensional International Sm | ETF-Other | 1.83% | +0.17% | +10.43% | |
| 18 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.54% | -0.30% | +18.19% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.22% | -0.03% | +1.60% | |
| 20 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.98% | — | +4.81% | |
| 21 | DFIS | Dimensional International Sm | ETF-Other | 0.88% | -0.02% | +3.07% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.84% | -0.04% | -2.40% | |
| 23 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.83% | -0.13% | -1.67% | |
| 24 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.78% | -0.14% | -0.27% | |
| 25 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.73% | -0.30% | -64.47% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | -0.05% | -0.34% | |
| 27 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.64% | +0.11% | +69.94% | |
| 28 | XDSQ | Innovator US Eqy Accl-quart | ETF-Other | 0.64% | -0.37% | -6.59% | |
| 29 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.62% | +0.02% | -4.27% | |
| 30 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.58% | -0.03% | +133.49% | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.57% | -0.06% | -7.47% | |
| 32 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 0.55% | -0.04% | -1.27% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | — | -0.87% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.06% | -3.12% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | -0.02% | -8.49% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.02% | +0.33% | |
| 37 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.39% | +0.30% | — | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.09% | +0.37% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.09% | -0.05% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.04% | +0.79% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | -0.01% | +6.29% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | +0.04% | +1.68% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.01% | +3.45% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.30% | -0.01% | +0.34% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.30% | -0.03% | +0.48% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.30% | -0.02% | -0.78% | |
| 47 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.29% | -0.08% | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.02% | +2.31% | |
| 49 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.28% | -0.04% | -0.01% | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.27% | -0.05% | +20.23% |
According to official SEC Form 13F filings, Vestia Personal Wealth Advisors reported a total U.S. public equity portfolio value of $256.0M across 99 disclosed positions in Q1 2026.
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 DFIV, DFAC, DFIC) accounted for 31.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFGP
市值: $5.4M
Top Position Liquidated / Trimmed
BSX
前期市值: $279.3K
During Q1 2026, Vestia Personal Wealth Advisors's top holdings by market value included DFIV (9.3%)、DFAC (9.2%)、DFIC (8.6%). The largest single position, DFIV, represented 9.3% of total portfolio value.
In Q1 2026, Vestia Personal Wealth Advisors made 91 total portfolio adjustments, initiating 5 new buys, adding to 56 positions, trimming 26 holdings, and fully liquidating 4 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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