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CIK: 0002033299
Total reported value
$264.2M
$264.2M
112 檔
36.1%
As reported in its official Q2 2026 Form 13F filing, Vestia Personal Wealth Advisors's tracked investment portfolio stood at $264.2M with 112 total positions.
In Q2 2026, Vestia Personal Wealth Advisors displayed an active expansion posture, initiating 14 new positions and adding to 52 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 | 10.20% | -10.20% | EXIT | |
| 2 | DFIV | Dimensional International Va | ETF-Other | 8.41% | +0.60% | +6.41% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 8.20% | +0.42% | +8.88% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.37% | -0.37% | +0.12% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.07% | -5.07% | EXIT | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 5.06% | -5.06% | EXIT | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.94% | +0.48% | +9.61% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.88% | -3.88% | EXIT | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.36% | +0.22% | +20.62% | |
| 10 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 3.35% | +0.77% | +181.69% | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 3.01% | +0.41% | +118.89% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.98% | +0.31% | +16.44% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.88% | +0.01% | +4.06% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.08% | -0.06% | -1.09% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.06% | +0.35% | +22.19% | |
| 16 | DISV | Dimensional International Sm | ETF-Other | 2.00% | +0.60% | +29.10% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.71% | +0.16% | +10.17% | |
| 18 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.24% | +1.01% | -2.82% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.20% | +2.33% | |
| 20 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.98% | -0.02% | +8.01% | |
| 21 | DFIS | Dimensional International Sm | ETF-Other | 0.86% | +0.05% | +12.65% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.80% | -0.07% | +0.52% | |
| 23 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.75% | -0.75% | EXIT | |
| 24 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.70% | -0.70% | EXIT | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.69% | -0.69% | EXIT | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.09% | -2.69% | |
| 27 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.64% | -0.01% | -7.69% | |
| 28 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.64% | +0.15% | +24.81% | |
| 29 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.55% | -0.55% | EXIT | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.51% | -0.01% | +1.19% | |
| 31 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 0.51% | — | -4.06% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.09% | +3.94% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.05% | -6.82% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | -0.10% | +0.28% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.05% | -0.47% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | +0.32% | +4.96% | |
| 37 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.43% | -0.04% | -28.74% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | -0.01% | +3.99% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.09% | +1.22% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.35% | +2.13% | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.29% | -0.04% | +0.38% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.28% | -0.02% | +0.15% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | — | -1.24% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | +0.32% | |
| 45 | XDSQ | Innovator US Eqy Accl-quart | ETF-Other | 0.27% | — | -53.34% | |
| 46 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.27% | — | +45.09% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.27% | -0.02% | -0.14% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.02% | -22.42% | |
| 49 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.24% | — | +1.05% | |
| 50 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.23% | +0.01% | +10.00% |
According to official SEC Form 13F filings, Vestia Personal Wealth Advisors reported a total U.S. public equity portfolio value of $264.2M across 112 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIV, DFIC) accounted for 36.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $482.6K
Top Position Liquidated / Trimmed
XOM
前期市值: $528.0K
During Q2 2026, Vestia Personal Wealth Advisors's top holdings by market value included DFAC (10.2%)、DFIV (8.4%)、DFIC (8.2%). The largest single position, DFAC, represented 10.2% of total portfolio value.
In Q2 2026, Vestia Personal Wealth Advisors made 100 total portfolio adjustments, initiating 14 new buys, adding to 52 positions, trimming 33 holdings, and fully liquidating 1 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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