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VESTIA PERSONAL WEALTH ADVISORS 13F holdings

Filed 2026-08-10 · VESTIA PERSONAL WEALTH ADVISORS · 112 positions · $256.0M

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TickerCompanySharesValue% of portfolio
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF722.7K$26.1M10.2%
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF398.8K$21.5M8.4%
DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF625.9K$21.0M8.2%
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF249.9K$13.7M5.4%
DFSVDIMENSIONAL US SMALL CAP VALUE ETF334.6K$13.0M5.1%
DFATDIMENSIONAL U.S. TARGETED VALUE ETF185.2K$12.9M5.1%
VOOVANGUARD S&P 500 ETF18.4K$12.6M4.9%
DFASDIMENSIONAL U.S. SMALL CAP ETF120.8K$9.9M3.9%
DFNMDIMENSIONAL NATIONAL MUNICIPAL BOND ETF178.2K$8.6M3.4%
DFGPDIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF319.5K$8.6M3.4%
DFEVDIMENSIONAL EMERGING MARKETS VALUE ETF367.5K$7.7M3.0%
DFLVDIMENSIONAL US LARGE CAP VALUE ETF193.1K$7.6M3.0%
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF181.7K$7.4M2.9%
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF65.1K$5.3M2.1%
DFGRDIMENSIONAL GLOBAL REAL ESTATE ETF182.4K$5.3M2.1%
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF127.7K$5.1M2.0%
DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF91.5K$4.4M1.7%
DUSBDIMENSIONAL ULTRASHORT FIXED INCOME ETF62.6K$3.2M1.2%
AAPLAPPLE INC COM10.5K$3.0M1.2%
DFAWDIMENSIONAL WORLD EQUITY ETF30.4K$2.5M1.0%
DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF63.0K$2.2M0.9%
DFAUDIMENSIONAL US CORE EQUITY MARKET ETF39.8K$2.1M0.8%
DCORDIMENSIONAL US CORE EQUITY 1 ETF23.5K$1.9M0.8%
DFARDIMENSIONAL US REAL ESTATE ETF68.3K$1.8M0.7%
DUHPDIMENSIONAL US HIGH PROFITABILITY ETF42.2K$1.8M0.7%
NVDANVIDIA CORPORATION COM8.3K$1.7M0.7%
BUFFINNOVATOR LADDERED ALLOCATION POWER BUFFER ETF31.2K$1.6M0.6%
DFIPDIMENSIONAL INFLATION-PROTECTED SECURITIES ETF39.7K$1.6M0.6%
DXUVDIMENSIONAL US VECTOR EQUITY ETF21.2K$1.4M0.6%
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF31.6K$1.3M0.5%
FELVFIDELITY ENHANCED LARGE CAP VALUE ETF32.3K$1.3M0.5%
AMZNAMAZON COM INC COM5.2K$1.2M0.5%
GOOGLALPHABET INC CAP STK CL A3.3K$1.2M0.5%
CATCATERPILLAR INC COM1.1K$1.2M0.5%
SPYSTATE STREET SPDR S&P 500 ETF1.5K$1.1M0.4%
MSFTMICROSOFT CORP COM3.0K$1.1M0.4%
DFCFDIMENSIONAL CORE FIXED INCOME ETF26.1K$1.1M0.4%
LLYELI LILLY & CO COM755$905,6810.4%
AVGOBROADCOM INC COM2.2K$814,0870.3%
VTIVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF2.2K$797,7550.3%
SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF6.9K$747,5110.3%
IJSISHARES S&P SMALL-CAP 600 VALUE ETF5.3K$728,7680.3%
JNJJOHNSON & JOHNSON COM2.8K$708,3770.3%
IVVISHARES CORE S&P 500 ETF935$700,3690.3%
—INNOVATOR US EQUITY ACCELERATED ETF16.1K$692,1820.3%
BALTINNOVATOR DEFINED WEALTH SHIELD ETF20.2K$692,1170.3%
SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF11.3K$687,0220.3%
TSLATESLA INC COM1.5K$629,8490.2%
GWXSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF14.1K$615,0700.2%
DFSUDIMENSIONAL US SUSTAINABILITY CORE 1 ETF12.9K$600,8140.2%
VBVANGUARD MORNINGSTAR SMALL-CAP ETF1.9K$564,7660.2%
SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF6.1K$556,5050.2%
CWISTATE STREET SPDR MSCI ACWI EX-US ETF13.6K$552,2990.2%
—INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF12.2K$551,7910.2%
—DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF7.7K$541,0020.2%
NLRVANECK URANIUM AND NUCLEAR ETF4.7K$539,5240.2%
GOOGALPHABET INC CAP STK CL C1.5K$534,5300.2%
CHATROUNDHILL GENERATIVE AI & TECHNOLOGY ETF5.1K$508,1030.2%
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF2.6K$495,3520.2%
XOMEXXONMOBIL HOLDINGS CORP COM SHS3.5K$482,5600.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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