Vestia Personal Wealth Advisors Portfolio Holdings

Vestia Personal Wealth Advisors

  • $173 Billion
  • Q3 2025

Vestia Personal Wealth Advisors has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $16B, Dimensional ETF Tr U S Core Eq with a value of $16B, Dimensional ETF Tr Dimensional with a value of $14.4B, Dimensional ETF Tr U S Target with a value of $10.9B, and Dimensional ETF Tr Us Marketwi with a value of $10.9B.

Examining the 13F form we can see an increase of $26.6B in the current position value, from $146B to 173B.

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 $173 Billion
ETFs: $136 Billion
Technology: $7.58 Billion
Consumer Defensive: $3.22 Billion
Consumer Cyclical: $2.22 Billion
Communication Services: $2.14 Billion
Healthcare: $1.44 Billion
Energy: $1.04 Billion
Financial Services: $1.03 Billion
Other: $551 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16 Billion 9.3% of portfolio
347,881
Q3 2025 Added 5.11%
$0
$16 Billion 9.26% of portfolio
422,740
Q3 2025 Added 18.59%
$0
$14.4 Billion 8.32% of portfolio
437,726
Q3 2025 Added 12.23%
$0
$10.9 Billion 6.33% of portfolio
187,759
Q3 2025 Added 0.07%
$0
$10.9 Billion 6.31% of portfolio
243,449
Q3 2025 Added 4.32%
$0
$7.36 Billion 4.26% of portfolio
231,114
Q3 2025 Added 19.96%
$0
$6.89 Billion 4.0% of portfolio
100,710
Q3 2025 Added 12.23%
$0
$6.04 Billion 3.5% of portfolio
125,804
Q3 2025 Added 8.77%
$0
$5.52 Billion 3.2% of portfolio
9,013
Q3 2025 Added 5.74%
$0
$5.13 Billion 2.98% of portfolio
160,113
Q3 2025 Added 14.41%
$0
$4.81 Billion 2.79% of portfolio
66,401
Q3 2025 Added 0.34%
Dimensional Ultrashort Fixed Income ETF
-
$3.85 Billion 2.23% of portfolio
-
Q3 2025 Added 596.76%
$0
$3.76 Billion 2.18% of portfolio
127,149
Q3 2025 Added 31.46%
$0
$3.37 Billion 1.95% of portfolio
78,816
Q3 2025 Added 47.34%
$0
$2.7 Billion 1.56% of portfolio
75,535
Q3 2025 Added 9.51%
$4.3T
$2.53 Billion 1.47% of portfolio
9,954
Q3 2025 Added 7.22%
Dimensional Global Real Estate ETF
-
$2.37 Billion 1.37% of portfolio
-
Q3 2025 Added 40.27%
$0
$1.88 Billion 1.09% of portfolio
39,109
Q3 2025 Added 68.62%
$0
$1.84 Billion 1.07% of portfolio
40,166
Q3 2025 Added 9.93%
$0
$1.77 Billion 1.02% of portfolio
36,158
Q3 2025 Reduced 0.53%
$0
$1.77 Billion 1.02% of portfolio
74,064
Q3 2025 Added 13.08%
$0
$1.74 Billion 1.01% of portfolio
55,114
Q3 2025 Added 11.99%
$0
$1.67 Billion 0.97% of portfolio
41,804
Q1 2025 Added 3.26%
Dimensional World Equity ETF
-
$1.54 Billion 0.89% of portfolio
-
Q3 2025 Added 16.14%
$3.78T
$1.49 Billion 0.86% of portfolio
2,875
Q3 2025 Added 11.56%
$465B
$1.47 Billion 0.85% of portfolio
7,897
Q3 2025 Added 5.08%
$0
$1.38 Billion 0.8% of portfolio
32,701
Q3 2025 Added 4.52%
$0
$1.22 Billion 0.71% of portfolio
33,504
Q3 2025 Added 0.34%
Fidelity Enhanced Large Cap Value ETF
-
$1.13 Billion 0.65% of portfolio
-
Q3 2025 Reduced 3.62%
$2.39T
$1.03 Billion 0.6% of portfolio
4,701
Q3 2025 Added 0.23%
$0
$1 Billion 0.58% of portfolio
1,501
Q3 2025 Reduced 0.2%
$1.65T
$907 Million 0.53% of portfolio
3,730
Q3 2025 Added 10.62%
$1.29T
$857 Million 0.5% of portfolio
1,927
Q3 2025 Reduced 27.15%
$0
$841 Million 0.49% of portfolio
22,210
Q3 2025 Reduced 8.78%
$0
$668 Million 0.39% of portfolio
18,279
Q3 2025 Added 12.8%
$139B
$665 Million 0.39% of portfolio
2,015
Q3 2025 Added 2.39%
$0
$625 Million 0.36% of portfolio
4,605
Q3 2025 Added 0.2%
$0
$625 Million 0.36% of portfolio
7,051
Q3 2025 Reduced 0.13%
$0
$625 Million 0.36% of portfolio
11,302
Q3 2025 Added 0.32%
$0
$610 Million 0.35% of portfolio
5,520
Q3 2025 Added 0.18%
$0
$599 Million 0.35% of portfolio
895
Q3 2025 Added 0.79%
Dimensional Us Vector Equity ETF
-
$563 Million 0.33% of portfolio
-
Q3 2025 Added 62.55%
$0
$562 Million 0.33% of portfolio
13,981
Q3 2025 Reduced 1.01%
$291B
$551 Million 0.32% of portfolio
1,155
Q3 2025 Added 14.81%
Dimensional Us Core Equity 1 ETF
-
$554 Million 0.32% of portfolio
-
Q3 2025 Added 21.49%
$971B
$528 Million 0.31% of portfolio
692
Q3 2025 Reduced 1.14%
$522B
$514 Million 0.3% of portfolio
2,772
Q3 2025 Added 0.8%
$1.37T
$493 Million 0.29% of portfolio
672
Q3 2025 Added 63.11%
$0
$498 Million 0.29% of portfolio
6,179
Q3 2025 Added 0.21%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $173 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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