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 51–98 of 98
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CWI | SPDR MSCI ACWI EX-US ETF | 14K | $500K+ | SH |
| XTAP | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF | 12K | $100K–$500K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 1K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 2K | $100K–$500K | SH |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | 14K | $100K–$500K | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 6K | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 709 | $100K–$500K | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 85K | $100K–$500K | SH |
| XBOC | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER | 12K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP COM | 3K | $100K–$500K | SH |
| HSY | HERSHEY CO COM | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. COM | 1K | $100K–$500K | SH |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | 11K | $100K–$500K | SH |
| WMT | WALMART INC COM | 3K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW COM | 2K | $100K–$500K | SH |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 4K | $100K–$500K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 6K | $100K–$500K | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 765 | $100K–$500K | SH |
| MPLX | MPLX LP COM UNIT REP LTD | 6K | $100K–$500K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 1K | $100K–$500K | SH |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 10K | $100K–$500K | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 6K | $100K–$500K | SH |
| DXIV | DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF | 5K | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 2K | $100K–$500K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 3K | $100K–$500K | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 6K | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 2K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 3K | $100K–$500K | SH |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 3K | $100K–$500K | SH |
| KO | COCA COLA CO COM | 4K | $100K–$500K | SH |
| NFLX | NETFLIX INC. COM | 3K | $100K–$500K | SH |
| PG | PROCTER & GAMBLE CO COM | 2K | $100K–$500K | SH |
| SCHK | SCHWAB 1000 INDEX ETF | 8K | $100K–$500K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 4K | $100K–$500K | SH |
| XTJA | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY | 7K | $100K–$500K | SH |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 5K | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 1K | $100K–$500K | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 234 | $100K–$500K | SH |
| XBJA | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | 7K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 3K | $100K–$500K | SH |
| V | VISA INC COM CL A | 690 | $100K–$500K | SH |
| PWR | QUANTA SVCS INC COM | 460 | $100K–$500K | SH |
| NUE | NUCOR CORP COM | 1K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO COM | 2K | $100K–$500K | SH |
| TQQQ | PROSHARES ULTRAPRO QQQ | 154K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | 17K | $100K–$500K | SH |
| NSPR | INSPIREMD INC COM | 42K | $50K–$100K | SH |