VESTIA PERSONAL WEALTH ADVISORS - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, VESTIA PERSONAL WEALTH ADVISORS held in its portfolio 98 assets valued at $196,818,720 (i.e. $196.82M).
The most valuable assets in the portfolio included: DIMENSIONAL INTERNATIONAL VALUE ETF ($18.15M), DIMENSIONAL U.S. CORE EQUITY 2 ETF ($18.05M), and DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF ($17.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 98 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
VESTIA PERSONAL WEALTH ADVISORS - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL INTERNATIONAL VALUE ETF | 351744 | 18144855 | ETF |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 453922 | 18049633 | ETF |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 487547 | 17435749 | ETF |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 186932 | 12008497 | ETF |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 245078 | 11958715 | ETF |
| DIMENSIONAL US SMALL CAP VALUE ETF | 280061 | 9942083 | ETF |
| DIMENSIONAL U.S. SMALL CAP ETF | 109997 | 8278308 | ETF |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 137023 | 6633287 | ETF |
| VANGUARD S&P 500 ETF | 10514 | 6625478 | ETF |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 169761 | 5943706 | ETF |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | 151543 | 5065919 | ETF |
| DIMENSIONAL U.S. EQUITY MARKET ETF | 65760 | 4922727 | ETF |
| DIMENSIONAL CORE FIXED INCOME ETF | 103208 | 4394128 | ETF |
| DIMENSIONAL US LARGE CAP VALUE ETF | 121316 | 4325886 | ETF |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 89592 | 3569771 | ETF |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | 123403 | 3329358 | ETF |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 63401 | 3044254 | ETF |
| DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 54522 | 2763979 | ETF |
| APPLE INC COM | 10100 | 2501349 | Stock |
| DIMENSIONAL WORLD EQUITY ETF | 26873 | 2044467 | ETF |
| DIMENSIONAL US CORE EQUITY MARKET ETF | 40518 | 1920546 | ETF |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | 54241 | 1873844 | ETF |
| DIMENSIONAL US REAL ESTATE ETF | 75893 | 1790288 | ETF |
| INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | 33874 | 1697784 | ETF |
| NVIDIA CORPORATION COM | 8610 | 1578383 | Stock |
| INNOVATOR US EQUITY ACCELERATED ETF | 36974 | 1549447 | ETF |
| DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | 33260 | 1384110 | ETF |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 33779 | 1332904 | ETF |
| MICROSOFT CORP COM | 2913 | 1293703 | Stock |
| ALPHABET INC CAP STK CL A | 3875 | 1272510 | Stock |
| FIDELITY ENHANCED LARGE CAP VALUE ETF | 34146 | 1220556 | ETF |
| AMAZON COM INC COM | 5069 | 1172510 | Stock |
| SPDR S&P 500 ETF TRUST | 1496 | 1025569 | ETF |
| DIMENSIONAL US CORE EQUITY 1 ETF | 11163 | 837818 | ETF |
| TESLA INC COM | 1932 | 833326 | Stock |
| INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL | 20011 | 775111 | ETF |
| ELI LILLY & CO COM | 714 | 770295 | Stock |
| VANECK URANIUM AND NUCLEAR ETF | 4652 | 702619 | ETF |
| CATERPILLAR INC COM | 1076 | 694629 | Stock |
| BROADCOM INC COM | 2058 | 676684 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 1986 | 673320 | ETF |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 6802 | 671794 | ETF |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | 5367 | 660818 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 11264 | 653528 | ETF |
| ISHARES CORE S&P 500 ETF | 911 | 626884 | ETF |
| JOHNSON & JOHNSON COM | 2802 | 610769 | Stock |
| SPDR S&P INTERNATIONAL SMALL CAP ETF | 13911 | 594685 | ETF |
| DIMENSIONAL US VECTOR EQUITY ETF | 8911 | 551708 | ETF |
| VANGUARD SMALL-CAP ETF | 1869 | 517473 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 6106 | 508562 | ETF |
| SPDR MSCI ACWI EX-US ETF | 13580 | 505312 | ETF |
| INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF | 12173 | 496836 | ETF |
| ALPHABET INC CAP STK CL C | 1492 | 489965 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 1605 | 477552 | Stock |
| INNOVATOR DEFINED WEALTH SHIELD ETF | 13920 | 467990 | ETF |
| VANGUARD SHORT-TERM BOND ETF | 5753 | 453111 | ETF |
| META PLATFORMS INC CL A | 709 | 434496 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 84950 | 427614 | ETF |
| INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER | 12277 | 413141 | ETF |
| EXXON MOBIL CORP COM | 3021 | 403590 | Stock |
| HERSHEY CO COM | 2018 | 395669 | Stock |
| JPMORGAN CHASE & CO. COM | 1294 | 390958 | Stock |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | 10598 | 388945 | ETF |
| WALMART INC COM | 3239 | 386599 | Stock |
| CHEVRON CORP NEW COM | 2317 | 386313 | Stock |
| VANGUARD RUSSELL 1000 VALUE ETF | 3961 | 380651 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 5846 | 380053 | ETF |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 2600 | 373906 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 765 | 370130 | Stock |
| MPLX LP COM UNIT REP LTD | 6420 | 357080 | Stock |
| VANGUARD SMALL CAP VALUE ETF | 1486 | 337167 | ETF |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 9649 | 332901 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 6491 | 328976 | ETF |
| DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF | 4809 | 324318 | ETF |
| VANGUARD VALUE ETF | 1629 | 323387 | ETF |
| ISHARES S&P 500 GROWTH ETF | 2500 | 305175 | ETF |
| SPDR PORTFOLIO EMERGING MARKETS ETF | 6062 | 295956 | ETF |
| ORACLE CORP COM | 1607 | 279423 | Stock |
| BOSTON SCIENTIFIC CORP COM | 3045 | 279257 | Stock |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 3329 | 276844 | ETF |
| COCA COLA CO COM | 3819 | 275004 | Stock |
| NETFLIX INC. COM | 3210 | 274006 | Stock |
| PROCTER & GAMBLE CO COM | 1821 | 265929 | Stock |
| SCHWAB 1000 INDEX ETF | 7860 | 259930 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 4492 | 252069 | ETF |
| INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY | 7493 | 237797 | ETF |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 5341 | 236112 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 1037 | 232192 | ETF |
| COSTCO WHOLESALE CORPORATION COM | 234 | 229573 | Stock |
| INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | 7106 | 228035 | ETF |
| FIDELITY WISE ORIGIN BITCOIN FUND | 2872 | 225423 | ETF |
| VISA INC COM CL A | 690 | 224379 | Stock |
| QUANTA SVCS INC COM | 460 | 217690 | Stock |
| NUCOR CORP COM | 1164 | 209762 | Stock |
| COLGATE PALMOLIVE CO COM | 2397 | 203098 | Stock |
| PROSHARES ULTRAPRO QQQ | 154444 | 154444 | ETF |
| FS CREDIT OPPORTUNITIES CORP COMMON STOCK | 16626 | 106908 | CEF |
| INSPIREMD INC COM | 42425 | 68728 | Stock |
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