Vestia Personal Wealth Advisors Top Holdings and 13F Report (2026)

About Vestia Personal Wealth Advisors

Investment Activity

Vestia Personal Wealth Advisors has $212.80 million in total holdings as of March 31, 2026.
Vestia Personal Wealth Advisors owns shares of 99 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 13.59% of the portfolio was purchased this quarter.
About 2.22% of the portfolio was sold this quarter.
This quarter, Vestia Personal Wealth Advisors has purchased 98 new stocks and bought additional shares in 56 stocks.
Vestia Personal Wealth Advisors sold shares of 26 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Dimensional International Value ETF: $19,778,428
Dimensional U.S. Core Equity 2 ETF: $19,654,427
Dimensional International Core Equity 2 ETF: $18,195,291
Dimensional US Marketwide Value ETF: $12,091,346
Dimensional U.S. Targeted Value ETF: $11,569,485

Largest New Holdings this Quarter

25434V583 - DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF: $5,444,227 Holding
25434V831 - Dimensional US High Profitability ETF: $820,576 Holding
25434V716 - Dimensional US Sustainability Core 1 ETF: $481,334 Holding
88636J600 - Roundhill Generative AI & Technology ETF: $318,466 Holding
464287226 - iShares Core U.S. Aggregate Bond ETF: $217,178 Holding

Largest Purchases this Quarter

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF: 113,433 shares (about $5.44M)
Dimensional U.S. Core Equity 2 ETF: 150,035 shares (about $4.88M)
Vanguard S&P 500 ETF: 6,295 shares (about $3.76M)
Dimensional International Core Equity 2 ETF: 87,268 shares (about $2.76M)
Dimensional US Large Cap Value ETF: 44,553 shares (about $1.59M)

Largest Sales this Quarter

Dimensional Core Fixed Income ETF: 66,533 shares (about $2.81M)
Innovator U.S. Equity Accelerated 9 Buffer ETF - April: 6,450 shares (about $252.47K)
Dimensional U.S. Targeted Value ETF: 1,672 shares (about $104.42K)
Dimensional International Core Equity Market ETF: 2,522 shares (about $98.26K)
Innovator U.S. Equity Accelerated ETF - Quarterly: 2,436 shares (about $96.43K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFIV Dimensional International Value ETF	$19,778,428	$1,216,382 â–²	6.6%	374,794	9.3%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$19,654,427	$4,882,553 â–²	33.1%	603,957	9.2%	ETF
DFIC Dimensional International Core Equity 2 ETF	$18,195,291	$2,762,396 â–²	17.9%	574,815	8.6%	ETF
DFUV Dimensional US Marketwide Value ETF	$12,091,346	$218,536 â–²	1.8%	249,589	5.7%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$11,569,485	$104,416 â–¼	-0.9%	185,260	5.4%	ETF
DFSV Dimensional US Small Cap Value ETF	$10,608,251	$795,792 â–²	8.1%	302,774	5.0%	ETF
VOO Vanguard S&P 500 ETF	$10,041,487	$3,760,555 â–²	59.9%	16,809	4.7%	ETF
DFAS Dimensional U.S. Small Cap ETF	$8,289,439	$468,689 â–²	6.0%	116,589	3.9%	ETF
DFNM Dimensional National Municipal Bond ETF	$7,082,684	$515,153 â–²	7.8%	147,771	3.3%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$6,032,053	$168,990 â–²	2.9%	174,654	2.8%	ETF
DFLV Dimensional US Large Cap Value ETF	$5,920,238	$1,590,197 â–²	36.7%	165,869	2.8%	ETF
DFEV Dimensional Emerging Markets Value ETF	$5,644,247	$550,202 â–²	10.8%	167,911	2.7%	ETF
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF	$5,444,227	$5,444,227 â–²	New Holding	113,433	2.6%	ETF
DFUS Dimensional U.S. Equity ETF	$4,664,046	$1,205 â–²	0.0%	65,777	2.2%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$3,976,196	$940,847 â–²	31.0%	83,053	1.9%	ETF
DFGR Dimensional Global Real Estate ETF	$3,965,491	$686,521 â–²	20.9%	149,240	1.9%	ETF
DISV Dimensional International Small Cap Value ETF	$3,900,555	$368,423 â–²	10.4%	98,937	1.8%	ETF
DIMENSIONAL ULTRASHORT FIXED INCOME ETF	$3,267,668	$502,843 â–²	18.2%	64,438	1.5%	ETF
AAPL Apple	$2,604,356	$41,113 â–²	1.6%	10,262	1.2%	Computer and Technology
DIMENSIONAL WORLD EQUITY ETF	$2,078,027	$95,324 â–²	4.8%	28,165	1.0%	ETF
DFIS Dimensional International Small Cap ETF	$1,881,983	$56,082 â–²	3.1%	55,907	0.9%	ETF
DFAU Dimensional US Core Equity Market ETF	$1,784,345	$43,811 â–¼	-2.4%	39,547	0.8%	ETF
DFAR Dimensional US Real Estate ETF	$1,764,780	$30,011 â–¼	-1.7%	74,624	0.8%	ETF
BUFF Innovator Laddered Allocation Power Buffer ETF	$1,669,237	$4,496 â–¼	-0.3%	33,783	0.8%	ETF
DFCF Dimensional Core Fixed Income ETF	$1,548,054	$2,808,362 â–¼	-64.5%	36,675	0.7%	ETF
NVDA NVIDIA	$1,496,524	$5,058 â–¼	-0.3%	8,581	0.7%	Computer and Technology
DIMENSIONAL US CORE EQUITY 1 ETF	$1,367,265	$562,690 â–²	69.9%	18,970	0.6%	ETF
XDSQ Innovator U.S. Equity Accelerated ETF - Quarterly	$1,367,149	$96,426 â–¼	-6.6%	34,538	0.6%	ETF
DFIP Dimensional Inflation-Protected Securities ETF	$1,328,368	$59,243 â–¼	-4.3%	31,840	0.6%	ETF
DIMENSIONAL US VECTOR EQUITY ETF	$1,234,847	$705,974 â–²	133.5%	20,806	0.6%	ETF
DFAI Dimensional International Core Equity Market ETF	$1,217,785	$98,258 â–¼	-7.5%	31,257	0.6%	ETF
FIDELITY ENHANCED LARGE CAP VALUE ETF	$1,176,912	$15,116 â–¼	-1.3%	33,713	0.6%	ETF
AMZN Amazon.com	$1,046,595	$9,164 â–¼	-0.9%	5,025	0.5%	Retail/Wholesale
MSFT Microsoft	$1,044,622	$33,686 â–¼	-3.1%	2,822	0.5%	Computer and Technology
GOOGL Alphabet	$1,019,708	$94,609 â–¼	-8.5%	3,546	0.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$976,241	$3,252 â–²	0.3%	1,501	0.5%	Finance
DUHP Dimensional US High Profitability ETF	$820,576	$820,576 â–²	New Holding	22,323	0.4%	ETF
CAT Caterpillar	$764,824	$2,833 â–²	0.4%	1,080	0.4%	Industrials
TSLA Tesla	$717,663	$372 â–¼	-0.1%	1,931	0.3%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$690,189	$5,377 â–²	0.8%	2,824	0.3%	Medical
VTI Vanguard Total Stock Market ETF	$677,280	$40,104 â–²	6.3%	2,111	0.3%	ETF
LLY Eli Lilly and Company	$667,943	$11,040 â–²	1.7%	726	0.3%	Medical
AVGO Broadcom	$658,852	$21,972 â–²	3.4%	2,129	0.3%	Computer and Technology
SLYV SPDR S&P 600 Small Cap Value ETF	$645,546	$2,175 â–²	0.3%	6,825	0.3%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$640,387	$3,055 â–²	0.5%	11,318	0.3%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$629,675	$4,966 â–¼	-0.8%	5,325	0.3%	ETF
NLR VanEck Uranium and Nuclear ETF	$619,583		0.0%	4,652	0.3%	ETF
IVV iShares Core S&P 500 ETF	$608,466	$13,710 â–²	2.3%	932	0.3%	ETF
GWX SPDR S&P International Small Cap ETF	$587,428	$42 â–¼	0.0%	13,910	0.3%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$580,347	$97,634 â–²	20.2%	7,341	0.3%	ETF
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April	$530,817	$252,472 â–¼	-32.2%	13,561	0.2%	ETF
XOM ExxonMobil	$527,972	$15,439 â–²	3.0%	3,112	0.2%	Energy
XTAP Innovator U.S. Equity Accelerated Plus ETF - April	$503,536		0.0%	12,173	0.2%	ETF
CWI SPDR MSCI ACWI ex-US ETF	$496,892		0.0%	13,580	0.2%	ETF
VB Vanguard Small-Cap ETF	$492,764	$3,144 â–²	0.6%	1,881	0.2%	ETF
DFSU Dimensional US Sustainability Core 1 ETF	$481,334	$481,334 â–²	New Holding	11,714	0.2%	ETF
CVX Chevron	$480,836	$1,448 â–²	0.3%	2,324	0.2%	Energy
BSV Vanguard Short-Term Bond ETF	$468,917	$17,800 â–²	3.9%	5,980	0.2%	ETF
DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF	$466,924	$142,110 â–²	43.8%	6,913	0.2%	ETF
BALT Innovator Defined Wealth Shield ETF	$465,833		0.0%	13,920	0.2%	ETF
DFSI Dimensional International Sustainability Core 1 ETF	$448,452	$222,000 â–²	98.0%	10,577	0.2%	ETF
META Meta Platforms	$421,054	$15,446 â–²	3.8%	736	0.2%	Computer and Technology
HSY Hershey	$420,769	$1,247 â–²	0.3%	2,024	0.2%	Consumer Staples
GOOG Alphabet	$418,661	$9,469 â–¼	-2.2%	1,459	0.2%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$408,361	$20,852 â–¼	-4.9%	80,823	0.2%	ETF
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF - October	$403,757		0.0%	12,277	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$389,524	$14,930 â–²	4.0%	6,079	0.2%	ETF
IJAN Innovator MSCI EAFE Power Buffer ETF - January	$384,494		0.0%	10,598	0.2%	ETF
IBM International Business Machines	$384,431	$4,605 â–¼	-1.2%	1,586	0.2%	Computer and Technology
WALMART INC COM	$374,199	$28,335 â–¼	-7.0%	3,011	0.2%	Stock
VONV Vanguard Russell 1000 Value ETF	$371,890	$937 â–²	0.3%	3,971	0.2%	ETF
BRK.B Berkshire Hathaway	$369,942	$3,354 â–²	0.9%	772	0.2%	Finance
MPLX Mplx	$366,389		0.0%	6,420	0.2%	Energy
JPM JPMorgan Chase & Co.	$353,765	$26,760 â–¼	-7.0%	1,203	0.2%	Finance
XLK Technology Select Sector SPDR Fund	$345,540		0.0%	2,600	0.2%	ETF
NFLX Netflix	$329,410	$20,768 â–²	6.7%	3,426	0.2%	Consumer Discretionary
DFAE Dimensional Emerging Core Equity Market ETF	$327,220	$508 â–²	0.2%	9,664	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$323,753	$869 â–²	0.3%	1,490	0.2%	ETF
VTV Vanguard Value ETF	$321,085	$1,569 â–²	0.5%	1,637	0.2%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$318,721	$5,074 â–²	1.6%	6,596	0.1%	ETF
CHAT Roundhill Generative AI & Technology ETF	$318,466	$318,466 â–²	New Holding	5,149	0.1%	ETF
KO CocaCola	$295,521	$4,646 â–²	1.6%	3,880	0.1%	Consumer Staples
COST Costco Wholesale	$290,160	$56,835 â–²	24.4%	291	0.1%	Retail/Wholesale
SPEM SPDR Portfolio Emerging Markets ETF	$285,053	$704 â–²	0.2%	6,077	0.1%	ETF
IVW iShares S&P 500 Growth ETF	$282,775		0.0%	2,500	0.1%	ETF
DLS WisdomTree International SmallCap Dividend Fund	$271,712	$407 â–²	0.2%	3,334	0.1%	Finance
PG Procter & Gamble	$254,193	$8,810 â–¼	-3.3%	1,760	0.1%	Consumer Staples
PWR Quanta Services	$253,647	$1,098 â–²	0.4%	462	0.1%	Construction
VWO Vanguard FTSE Emerging Markets ETF	$246,714	$3,945 â–²	1.6%	4,565	0.1%	ETF
ORCL Oracle	$244,124	$7,652 â–²	3.2%	1,659	0.1%	Computer and Technology
SCHK Schwab 1000 Index ETF	$243,121	$3,133 â–¼	-1.3%	7,760	0.1%	ETF
XTJA Innovator U.S. Equity Accelerated Plus ETF - January	$228,312		0.0%	7,493	0.1%	ETF
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January	$222,276		0.0%	7,106	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$220,953	$2,151 â–¼	-1.0%	1,027	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$217,178	$217,178 â–²	New Holding	2,188	0.1%	Finance
CL Colgate-Palmolive	$206,427	$2,131 â–²	1.0%	2,422	0.1%	Consumer Staples
TQQQ ProShares UltraPro QQQ	$154,444		0.0%	154,444	0.1%	ETF
FSCO FS Credit Opportunities	$88,385	$3,590 â–²	4.2%	17,330	0.0%	Financial Services
NSPR InspireMD	$39,812	$29,339 â–¼	-42.4%	24,425	0.0%	Medical
BSX Boston Scientific	$0	$279,257 â–¼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Vestia Personal Wealth Advisors Top Holdings and 13F Report (2026)

About Vestia Personal Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Vestia Personal Wealth Advisors Top Holdings and 13F Report (2026)

About Vestia Personal Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVestia Personal Wealth Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools