Vestia Personal Wealth Advisors Portfolio Holdings

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 2025

Vestia Personal Wealth Advisors has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $12.1B, Dimensional ETF Tr with a value of $11.3B, Dimensional ETF Tr U S Core Eq with a value of $10.4B, Dimensional ETF Tr U S Target with a value of $9.74B, and Dimensional ETF Tr Us Marketwi with a value of $8.63B.

Examining the 13F form we can see an increase of $4.93B in the current position value, from $121B to 126B.

Vestia Personal Wealth Advisors is based out at Fort Wayne, IN

Below you can find more details about Vestia Personal Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $103 Billion
Technology: $5.05 Billion
Consumer Defensive: $3.25 Billion
Consumer Cyclical: $1.62 Billion
Healthcare: $1.33 Billion
Communication Services: $1.21 Billion
Financial Services: $848 Million
Energy: $699 Million
Other: $322 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.1 Billion 9.54% of portfolio
434,148
Q1 2025 Added 6.0%
$0
$11.3 Billion 8.91% of portfolio
286,264
Q1 2025 Added 5.28%
$0
$10.4 Billion 8.25% of portfolio
316,278
Q1 2025 Added 13.12%
$0
$9.74 Billion 7.71% of portfolio
189,258
Q1 2025 Reduced 4.31%
$0
$8.63 Billion 6.83% of portfolio
209,450
Q1 2025 Added 7.84%
$0
$5.78 Billion 4.57% of portfolio
121,413
Q1 2025 Added 4.67%
$0
$4.5 Billion 3.56% of portfolio
75,259
Q1 2025 Added 7.7%
$0
$4.22 Billion 3.34% of portfolio
149,823
Q1 2025 Added 30.49%
$0
$4 Billion 3.16% of portfolio
66,122
Q1 2025 Reduced 0.02%
$0
$3.99 Billion 3.16% of portfolio
7,768
Q1 2025 Added 5.98%
$0
$3.55 Billion 2.81% of portfolio
134,107
Q1 2025 Added 6.31%
$0
$2.42 Billion 1.92% of portfolio
89,587
Q1 2025 Added 26.68%
$0
$2.21 Billion 1.75% of portfolio
52,609
Q1 2025 Added 16.75%
$3.42T
$2.05 Billion 1.62% of portfolio
9,230
Q1 2025 Added 2.88%
$0
$1.95 Billion 1.54% of portfolio
66,900
Q1 2025 Added 16.32%
$0
$1.65 Billion 1.31% of portfolio
37,447
Q1 2025 Reduced 2.4%
$0
$1.43 Billion 1.13% of portfolio
60,285
Q1 2025 Added 14.54%
$0
$1.38 Billion 1.09% of portfolio
35,979
Q1 2025 Added 0.65%
Dimensional Global Real Estate ETF
-
$1.38 Billion 1.09% of portfolio
-
Q1 2025 Added 18.02%
Dimensional Us Large Cap Value ETF
-
$1.29 Billion 1.02% of portfolio
-
Q1 2025 Added 19.3%
$0
$1.15 Billion 0.91% of portfolio
44,407
Q1 2025 Added 3.49%
$0
$1.15 Billion 0.91% of portfolio
27,193
Q1 2025 Added 6.84%
Fidelity Enhanced Large Cap Value ETF
-
$1.11 Billion 0.88% of portfolio
-
Q1 2025 Reduced 0.48%
$0
$1 Billion 0.79% of portfolio
21,084
Q1 2025 Added 5.4%
$0
$918 Million 0.73% of portfolio
29,408
Q1 2025 Added 0.68%
$2.95T
$899 Million 0.71% of portfolio
2,396
Q1 2025 Reduced 3.81%
$0
$886 Million 0.7% of portfolio
1,584
Q1 2025 Reduced 4.81%
$1.88T
$875 Million 0.69% of portfolio
4,597
Q1 2025 Added 3.19%
$0
$852 Million 0.67% of portfolio
24,409
Q1 2025 Reduced 11.8%
$891B
$745 Million 0.59% of portfolio
2,877
Q1 2025 Added 5.23%
Dimensional World Equity ETF
-
$724 Million 0.57% of portfolio
-
Q1 2025 Added 45.25%
$271B
$713 Million 0.56% of portfolio
6,583
Q1 2025 Reduced 5.84%
$0
$669 Million 0.53% of portfolio
8,104
Q4 2024 Reduced 8.19%
$0
$597 Million 0.47% of portfolio
11,738
Q1 2025 Reduced 0.31%
$0
$579 Million 0.46% of portfolio
11,329
Q1 2025 Reduced 6.58%
$0
$574 Million 0.45% of portfolio
5,892
Q1 2025 Added 1.36%
$854B
$573 Million 0.45% of portfolio
694
Q1 2025 Reduced 10.8%
$0
$553 Million 0.44% of portfolio
7,054
Q1 2025 Reduced 1.26%
$0
$508 Million 0.4% of portfolio
904
Q1 2025 Added 2.96%
$3.55B
$476 Million 0.38% of portfolio
1,651
Q1 2025 Reduced 0.9%
$957B
$483 Million 0.38% of portfolio
3,124
Q1 2025 Added 0.9%
$0
$454 Million 0.36% of portfolio
14,203
Q1 2025 Reduced 0.37%
$0
$453 Million 0.36% of portfolio
15,818
Q1 2025 Reduced 6.14%
$0
$447 Million 0.35% of portfolio
6,566
Q1 2025 Reduced 0.15%
$409B
$442 Million 0.35% of portfolio
2,664
Q1 2025 Added 2.42%
$0
$424 Million 0.34% of portfolio
5,423
Q1 2025 Added 0.3%
Innovator U.S. Equity Accelerated Plus ETF
-
$433 Million 0.34% of portfolio
-
Q2 2024 New
$694B
$392 Million 0.31% of portfolio
736
Q1 2025 Reduced 6.84%
-
$368 Million 0.29% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $126 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
Track This Portfolio

Track Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email