Vested Financial Planning, LLC
CIK: 0002044679Latest portfolio: $129.9M · Q4 2025
Holdings
30
Total Value
$129.9M
New Positions
30
Closed Positions
0
Top Holdings
View All 30 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 982,386 | $38.9M | 29.95% | NEW | |
| 2 | DFAXDIMENSIONAL ETF TRUST | 554,379 | $18.1M | 13.97% | NEW | |
| 3 | VOOVANGUARD INDEX FDS | 26,051 | $16.3M | 12.58% | NEW | |
| 4 | DFNMDIMENSIONAL ETF TRUST | 204,324 | $9.8M | 7.58% | NEW | |
| 5 | DFCFDIMENSIONAL ETF TRUST | 170,638 | $7.3M | 5.59% | NEW | |
| 6 | DUHPDIMENSIONAL ETF TRUST | 168,014 | $6.4M | 4.92% | NEW | |
| 7 | SPDWSPDR INDEX SHS FDS | 137,745 | $6.1M | 4.71% | NEW | |
| 8 | VTEBVANGUARD MUN BD FDS | 110,055 | $5.5M | 4.26% | NEW | |
| 9 | VXFVANGUARD INDEX FDS | 17,820 | $3.7M | 2.87% | NEW | |
| 10 | AAPLAPPLE INC | 9,652 | $2.6M | 2.02% | NEW | |
| 11 | DFGXDIMENSIONAL ETF TRUST | 40,369 | $2.1M | 1.64% | NEW | |
| 12 | SPEMSPDR INDEX SHS FDS | 42,674 | $2.0M | 1.54% | NEW | |
| 13 | VTIVANGUARD INDEX FDS | 4,416 | $1.5M | 1.14% | NEW | |
| 14 | IUSBISHARES TR | 27,521 | $1.3M | 0.99% | NEW | |
| 15 | DFGPDIMENSIONAL ETF TRUST | 16,541 | $894K | 0.69% | NEW | |
| 16 | VTVANGUARD INTL EQUITY INDEX F | 6,150 | $867K | 0.67% | NEW | |
| 17 | AGGISHARES TR | 8,651 | $864K | 0.67% | NEW | |
| 18 | SPYSPDR S&P 500 ETF TR | 1,209 | $824K | 0.63% | NEW | |
| 19 | IAGGISHARES TR | 14,032 | $701K | 0.54% | NEW | |
| 20 | NDQINVESCO QQQ TR | 1,050 | $645K | 0.50% | NEW | |
| 21 | EFAISHARES TR | 6,590 | $632K | 0.49% | NEW | |
| 22 | SUSLISHARES TR | 4,019 | $487K | 0.38% | NEW | |
| 23 | RBLXROBLOX CORP | 4,458 | $361K | 0.28% | NEW | |
| 24 | VGTVANGUARD WORLD FD | 461 | $347K | 0.27% | NEW | |
| 25 | ABNBAIRBNB INC | 2,143 | $290K | 0.22% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.88921814416338e+84T)
Technology0.0% ($2.6B)
Unknown0.0% ($645K)
Consumer Cyclical0.0% ($290K)
Filing History
Fund Information
Vested Financial Planning, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $129.9M across 30 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 29.9% of the portfolio. Compared to the previous quarter, the fund opened 30 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.