Vestia Personal Wealth Advisors Portfolio Holdings

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025

Vestia Personal Wealth Advisors has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $14.2B, Dimensional ETF Tr U S Core Eq with a value of $12.8B, Dimensional ETF Tr Dimensional with a value of $12.1B, Dimensional ETF Tr U S Target with a value of $10.1B, and Dimensional ETF Tr Us Marketwi with a value of $9.87B.

Examining the 13F form we can see an increase of $19.6B in the current position value, from $126B to 146B.

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 $146 Billion
ETFs: $118 Billion
Technology: $6.55 Billion
Consumer Defensive: $3.3 Billion
Consumer Cyclical: $1.87 Billion
Communication Services: $1.57 Billion
Healthcare: $1.33 Billion
Financial Services: $905 Million
Energy: $626 Million
Other: $390 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.2 Billion 9.71% of portfolio
330,962
Q2 2025 Added 15.61%
$0
$12.8 Billion 8.75% of portfolio
356,460
Q2 2025 Added 12.7%
$0
$12.1 Billion 8.31% of portfolio
390,037
Q2 2025 Reduced 10.16%
$0
$10.1 Billion 6.94% of portfolio
187,631
Q2 2025 Reduced 0.86%
$0
$9.87 Billion 6.76% of portfolio
233,367
Q2 2025 Added 11.42%
$0
$5.72 Billion 3.92% of portfolio
89,735
Q2 2025 Added 19.23%
$0
$5.67 Billion 3.88% of portfolio
192,657
Q2 2025 Added 28.59%
$0
$5.49 Billion 3.76% of portfolio
115,657
Q2 2025 Reduced 4.74%
$0
$4.84 Billion 3.32% of portfolio
8,524
Q2 2025 Added 9.73%
$0
$4.44 Billion 3.04% of portfolio
66,176
Q2 2025 Added 0.08%
$0
$4.15 Billion 2.84% of portfolio
139,941
Q2 2025 Added 4.35%
$0
$2.9 Billion 1.99% of portfolio
96,718
Q2 2025 Added 7.96%
$0
$2.26 Billion 1.55% of portfolio
53,493
Q2 2025 Added 1.68%
$0
$2.27 Billion 1.55% of portfolio
68,974
Q2 2025 Added 3.1%
$3.65T
$1.9 Billion 1.3% of portfolio
9,284
Q2 2025 Added 0.59%
$0
$1.71 Billion 1.17% of portfolio
36,352
Q2 2025 Reduced 2.92%
Dimensional Us Large Cap Value ETF
-
$1.59 Billion 1.09% of portfolio
-
Q2 2025 Added 20.8%
$0
$1.56 Billion 1.07% of portfolio
41,804
Q1 2025 Added 3.26%
$0
$1.55 Billion 1.06% of portfolio
36,538
Q2 2025 Added 1.55%
$0
$1.54 Billion 1.05% of portfolio
65,497
Q2 2025 Added 8.65%
$0
$1.47 Billion 1.01% of portfolio
49,214
Q2 2025 Added 10.82%
$0
$1.31 Billion 0.9% of portfolio
31,286
Q2 2025 Added 15.05%
$3.89T
$1.28 Billion 0.88% of portfolio
2,577
Q2 2025 Added 7.55%
Dimensional World Equity ETF
-
$1.23 Billion 0.85% of portfolio
-
Q2 2025 Added 55.7%
$454B
$1.19 Billion 0.81% of portfolio
7,515
Q2 2025 Added 14.16%
$0
$1.15 Billion 0.79% of portfolio
33,390
Q2 2025 Added 13.54%
$0
$1.11 Billion 0.76% of portfolio
23,193
Q2 2025 Added 10.0%
Fidelity Enhanced Large Cap Value ETF
-
$1.11 Billion 0.76% of portfolio
-
Q2 2025 Reduced 3.28%
$2.25T
$1.03 Billion 0.7% of portfolio
4,690
Q2 2025 Added 2.02%
$0
$929 Million 0.64% of portfolio
1,504
Q2 2025 Reduced 5.05%
$0
$895 Million 0.61% of portfolio
24,348
Q2 2025 Reduced 0.25%
$1.07T
$840 Million 0.58% of portfolio
2,645
Q2 2025 Reduced 8.06%
$0
$759 Million 0.52% of portfolio
13,313
Q2 2025 Added 13.42%
$0
$691 Million 0.47% of portfolio
8,107
Q2 2025 Added 0.04%
$3.68B
$667 Million 0.46% of portfolio
1,651
Q1 2025 Reduced 0.9%
$0
$618 Million 0.42% of portfolio
16,205
Q2 2025 Added 2.45%
$1.2T
$594 Million 0.41% of portfolio
3,372
Q2 2025 Added 7.94%
$0
$590 Million 0.4% of portfolio
11,266
Q2 2025 Reduced 0.56%
$0
$563 Million 0.39% of portfolio
7,060
Q2 2025 Added 0.09%
Dimensional Ultrashort Fixed Income ETF
-
$552 Million 0.38% of portfolio
-
Q2 2025 Added 148.07%
$0
$552 Million 0.38% of portfolio
888
Q2 2025 Reduced 1.77%
$0
$548 Million 0.38% of portfolio
5,510
Q2 2025 Reduced 6.48%
$123B
$543 Million 0.37% of portfolio
1,968
Q2 2025 Reduced 1.01%
$604B
$546 Million 0.37% of portfolio
700
Q2 2025 Added 0.86%
$0
$525 Million 0.36% of portfolio
14,123
Q2 2025 Reduced 0.56%
$0
$511 Million 0.35% of portfolio
4,596
Q4 2024 New
-
$472 Million 0.32% of portfolio
-
Q2 2025 New
Innovator U.S. Equity Accelerated Plus ETF
-
$465 Million 0.32% of portfolio
-
Q2 2024 New
$0
$462 Million 0.32% of portfolio
6,166
Q2 2025 Reduced 6.09%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $146 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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