CIK 2033299
VESTIA PERSONAL WEALTH ADVISORS
Institutional 13F holdings & portfolio
Holdings
98
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 98
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 352K | $1M+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 454K | $1M+ | SH |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 488K | $1M+ | SH |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 187K | $1M+ | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 245K | $1M+ | SH |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 280K | $1M+ | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 110K | $1M+ | SH |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 137K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 11K | $1M+ | SH |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 170K | $1M+ | SH |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | 152K | $1M+ | SH |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 66K | $1M+ | SH |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 103K | $1M+ | SH |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 121K | $1M+ | SH |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 90K | $1M+ | SH |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | 123K | $1M+ | SH |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 63K | $1M+ | SH |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 55K | $1M+ | SH |
| AAPL | APPLE INC COM | 10K | $1M+ | SH |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | 27K | $1M+ | SH |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 41K | $1M+ | SH |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | 54K | $1M+ | SH |
| DFAR | DIMENSIONAL US REAL ESTATE ETF | 76K | $1M+ | SH |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | 34K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 9K | $1M+ | SH |
| XDSQ | INNOVATOR US EQUITY ACCELERATED ETF | 37K | $1M+ | SH |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | 33K | $1M+ | SH |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 34K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 3K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 4K | $1M+ | SH |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | 34K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 5K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 1K | $1M+ | SH |
| DCOR | DIMENSIONAL US CORE EQUITY 1 ETF | 11K | $500K+ | SH |
| TSLA | TESLA INC COM | 2K | $500K+ | SH |
| XBAP | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL | 20K | $500K+ | SH |
| LLY | ELI LILLY & CO COM | 714 | $500K+ | SH |
| NLR | VANECK URANIUM AND NUCLEAR ETF | 5K | $500K+ | SH |
| CAT | CATERPILLAR INC COM | 1K | $500K+ | SH |
| AVGO | BROADCOM INC COM | 2K | $500K+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 2K | $500K+ | SH |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 7K | $500K+ | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 5K | $500K+ | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 11K | $500K+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 911 | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 3K | $500K+ | SH |
| GWX | SPDR S&P INTERNATIONAL SMALL CAP ETF | 14K | $500K+ | SH |
| DXUV | DIMENSIONAL US VECTOR EQUITY ETF | 9K | $500K+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 2K | $500K+ | SH |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 6K | $500K+ | SH |