Vested Financial Planning, LLC Portfolio Holdings

Vested Financial Planning, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $34.3B, Dimensional ETF Tr with a value of $16B, Vanguard Index Fds S&P 500 ETF with a value of $14.1B, Dimensional ETF Tr Natl Mun Bd with a value of $8.81B, and Dimensional ETF Tr Core Fxd In with a value of $6.33B.

Examining the 13F form we can see an increase of $12.3B in the current position value, from $100B to 112B.

Vested Financial Planning, LLC is based out at San Carlos, CA

Below you can find more details about Vested Financial Planning, LLC portfolio as well as his latest detailed transactions.