VESTIA PERSONAL WEALTH ADVISORS
CIK: 0002033299SEC EDGAR →
Portfolio Value
$196.8M
Holdings
98
As of
Q4 2025
New Positions
5
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL INTERNATIONAL VALUE ETF | 351,744 | $18.1M | 9.22% |
| 2 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 453,922 | $18.0M | 9.17% |
| 3 | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 487,547 | $17.4M | 8.86% |
| 4 | DIMENSIONAL U.S. TARGETED VALUE ETF | 186,932 | $12.0M | 6.10% |
| 5 | DIMENSIONAL US MARKETWIDE VALUE ETF | 245,078 | $12.0M | 6.08% |
| 6 | DIMENSIONAL US SMALL CAP VALUE ETF | 280,061 | $9.9M | 5.05% |
| 7 | DIMENSIONAL U.S. SMALL CAP ETF | 109,997 | $8.3M | 4.21% |
| 8 | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 137,023 | $6.6M | 3.37% |
| 9 | VANGUARD S&P 500 ETF | 10,514 | $6.6M | 3.37% |
| 10 | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 169,761 | $5.9M | 3.02% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $177.3M | 90.1% |
| Technology | 6 | $6.8M | 3.5% |
| Communication Services | 4 | $2.5M | 1.3% |
| Unknown | 4 | $2.4M | 1.2% |
| Consumer Cyclical | 2 | $2.0M | 1.0% |
| Consumer Defensive | 6 | $1.8M | 0.9% |
| Healthcare | 4 | $1.7M | 0.9% |
| Energy | 3 | $1.1M | 0.6% |
| Industrials | 2 | $911K | 0.5% |
| Basic Materials | 1 | $209K | 0.1% |