Vested Financial Planning, LLC Top Holdings and 13F Report (2026) About Vested Financial Planning, LLCInvestment ActivityVested Financial Planning, LLC has $148.88 million in total holdings as of June 30, 2026.Vested Financial Planning, LLC owns shares of 29 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.31% of the portfolio was purchased this quarter.About 1.28% of the portfolio was sold this quarter.This quarter, Vested Financial Planning, LLC has purchased 27 new stocks and bought additional shares in 18 stocks.Vested Financial Planning, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $42,831,290Dimensional World ex U.S. Core Equity 2 ETF $19,431,635Vanguard S&P 500 ETF $19,328,636Dimensional National Municipal Bond ETF $11,845,901Vanguard Tax-Exempt Bond ETF $8,522,733 Largest New Holdings this Quarter 19761L607 - Columbia Multi-Sector Municipal Income ETF $538,907 Holding464289867 - iShares Core 60/40 Balanced Allocation ETF $406,559 Holding464287655 - iShares Russell 2000 ETF $223,460 Holding Largest Purchases this Quarter Dimensional National Municipal Bond ETF 42,456 shares (about $2.05M)Vanguard Tax-Exempt Bond ETF 33,876 shares (about $1.71M)Columbia Multi-Sector Municipal Income ETF 25,909 shares (about $538.91K)iShares Core 60/40 Balanced Allocation ETF 5,850 shares (about $406.56K)Vanguard Information Technology ETF 3,227 shares (about $385.69K) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 23,094 shares (about $850.78K)Dimensional U.S. Core Equity 2 ETF 15,373 shares (about $681.95K)Apple 225 shares (about $65.11K)Vanguard FTSE Developed Markets ETF 376 shares (about $26.79K)Vanguard Total Stock Market ETF 18 shares (about $6.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVested Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$42,831,290$681,946 â–¼-1.6%965,53928.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$19,431,635$850,783 â–¼-4.2%527,46013.1%ETFVOOVanguard S&P 500 ETF$19,328,636$287,770 â–²1.5%28,14313.0%ETFDFNMDimensional National Municipal Bond ETF$11,845,901$2,052,112 â–²21.0%245,0798.0%ETFVTEBVanguard Tax-Exempt Bond ETF$8,522,733$1,713,449 â–²25.2%168,5005.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,615,481$50,037 â–²0.7%151,1315.1%ETFDFCFDimensional Core Fixed Income ETF$7,505,993$146,258 â–²2.0%177,8255.0%ETFDUHPDimensional US High Profitability ETF$7,344,063$307,049 â–²4.4%175,9904.9%ETFVXFVanguard Extended Market ETF$4,855,727$57,613 â–²1.2%19,7223.3%ETFAAPLApple$2,727,797$65,106 â–¼-2.3%9,4271.8%TechnologySPEMSPDR Portfolio Emerging Markets ETF$2,504,312$80,570 â–²3.3%48,3641.7%ETFDIMENSIONAL ETF TRUST$2,285,657$34,461 â–²1.5%42,6471.5%INTL COR FIX ETFVTIVanguard Total Stock Market ETF$1,627,533$6,661 â–¼-0.4%4,3981.1%ETFIUSBiShares Core Total USD Bond Market ETF$1,576,265$46,243 â–²3.0%34,1551.1%ETFVTVanguard Total World Stock ETF$985,415$7,533 â–²0.8%6,2790.7%ETFDIMENSIONAL ETF TRUST$946,950$12,145 â–²1.3%17,3880.6%GLOB CO PLUS ETFSPYSPDR S&P 500 ETF Trust$921,912$8,958 â–²1.0%1,2350.6%ETFIAGGiShares Core International Aggregate Bond ETF$892,070$23,630 â–²2.7%17,6300.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$889,039$17,420 â–²2.0%8,9820.6%ETFQQQInvesco QQQ$773,2200.0%1,0500.5%ETFEFAiShares MSCI EAFE ETF$706,917$16,102 â–²2.3%6,8050.5%ETFMUSTColumbia Multi-Sector Municipal Income ETF$538,907$538,907 â–²New Holding25,9090.4%ETFVGTVanguard Information Technology ETF$440,790$385,691 â–²700.0%3,6880.3%ETFAORiShares Core 60/40 Balanced Allocation ETF$406,559$406,559 â–²New Holding5,8500.3%ETFSUSLiShares ESG MSCI USA Leaders ETF$338,4590.0%2,5490.2%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$302,747$586 â–²0.2%3,1020.2%ETFDFGRDimensional Global Real Estate ETF$292,655$6,431 â–¼-2.2%10,1020.2%ETFIWMiShares Russell 2000 ETF$223,460$223,460 â–²New Holding7440.2%ETFVEAVanguard FTSE Developed Markets ETF$213,536$26,790 â–¼-11.1%2,9970.1%ETFABNBAirbnb$0$270,614 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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