Vestia Personal Wealth Advisors Portfolio Holdings

Vestia Personal Wealth Advisors

  • $197 Billion
  • Q4 2025

Vestia Personal Wealth Advisors has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $197 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $18.1B, Dimensional ETF Tr U S Core Eq with a value of $18B, Dimensional ETF Tr Dimensional with a value of $17.4B, Dimensional ETF Tr U S Target with a value of $12B, and Dimensional ETF Tr Us Marketwi with a value of $12B.

Examining the 13F form we can see an increase of $24.3B in the current position value, from $173B to 197B.

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 $197 Billion
ETFs: $157 Billion
Technology: $6.81 Billion
Consumer Defensive: $3.45 Billion
Communication Services: $2.47 Billion
Consumer Cyclical: $2.01 Billion
Healthcare: $1.73 Billion
Energy: $1.15 Billion
Financial Services: $985 Million
Other: $1.12 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.1 Billion 9.22% of portfolio
351,744
Q4 2025 Added 1.11%
$0
$18 Billion 9.17% of portfolio
453,922
Q4 2025 Added 7.38%
$0
$17.4 Billion 8.86% of portfolio
487,547
Q4 2025 Added 11.38%
$0
$12 Billion 6.1% of portfolio
186,932
Q4 2025 Reduced 0.44%
$0
$12 Billion 6.08% of portfolio
245,078
Q4 2025 Added 0.67%
$0
$9.94 Billion 5.05% of portfolio
280,061
Q4 2025 Added 21.18%
$0
$8.28 Billion 4.21% of portfolio
109,997
Q4 2025 Added 9.22%
$0
$6.63 Billion 3.37% of portfolio
137,023
Q4 2025 Added 8.92%
$0
$6.63 Billion 3.37% of portfolio
10,514
Q4 2025 Added 16.65%
$0
$5.94 Billion 3.02% of portfolio
169,761
Q4 2025 Added 6.03%
$0
$5.07 Billion 2.57% of portfolio
151,543
Q4 2025 Added 19.19%
$0
$4.92 Billion 2.5% of portfolio
65,760
Q4 2025 Reduced 0.97%
$0
$4.39 Billion 2.23% of portfolio
103,208
Q4 2025 Added 30.95%
Dimensional Us Large Cap Value ETF
-
$4.33 Billion 2.2% of portfolio
-
Q4 2025 Added 63.37%
$0
$3.57 Billion 1.81% of portfolio
89,592
Q4 2025 Added 18.61%
Dimensional Global Real Estate ETF
-
$3.33 Billion 1.69% of portfolio
-
Q4 2025 Added 42.33%
Dimensional Ultrashort Fixed Income ETF
-
$2.76 Billion 1.4% of portfolio
-
Q4 2025 Reduced 28.1%
$4.3T
$2.5 Billion 1.27% of portfolio
10,100
Q4 2025 Added 1.47%
Dimensional World Equity ETF
-
$2.04 Billion 1.04% of portfolio
-
Q4 2025 Added 25.77%
$0
$1.92 Billion 0.98% of portfolio
40,518
Q4 2025 Added 0.88%
$0
$1.87 Billion 0.95% of portfolio
54,241
Q4 2025 Reduced 1.58%
$0
$1.79 Billion 0.91% of portfolio
75,893
Q4 2025 Added 2.47%
$0
$1.7 Billion 0.86% of portfolio
33,874
Q4 2025 Reduced 6.32%
$465B
$1.58 Billion 0.8% of portfolio
8,610
Q4 2025 Added 9.03%
$0
$1.55 Billion 0.79% of portfolio
36,974
Q4 2025 Reduced 11.55%
$0
$1.38 Billion 0.7% of portfolio
33,260
Q4 2025 Added 1.71%
$0
$1.33 Billion 0.68% of portfolio
33,779
Q4 2025 Added 0.82%
$3.78T
$1.29 Billion 0.66% of portfolio
2,913
Q4 2025 Added 1.32%
$1.65T
$1.27 Billion 0.65% of portfolio
3,875
Q4 2025 Added 3.89%
Fidelity Enhanced Large Cap Value ETF
-
$1.22 Billion 0.62% of portfolio
-
Q4 2025 Added 1.46%
$2.39T
$1.17 Billion 0.6% of portfolio
5,069
Q4 2025 Added 7.83%
$0
$1.03 Billion 0.52% of portfolio
1,496
Q4 2025 Reduced 0.33%
Dimensional Us Core Equity 1 ETF
-
$838 Million 0.43% of portfolio
-
Q4 2025 Added 44.96%
$1.29T
$833 Million 0.42% of portfolio
1,932
Q4 2025 Added 0.26%
$0
$775 Million 0.39% of portfolio
20,011
Q4 2025 Reduced 9.9%
$971B
$770 Million 0.39% of portfolio
714
Q4 2025 Added 3.18%
$0
$703 Million 0.36% of portfolio
4,652
Q4 2025 Added 1.02%
$291B
$695 Million 0.35% of portfolio
1,076
Q4 2025 Reduced 6.84%
$139B
$677 Million 0.34% of portfolio
2,058
Q4 2025 Added 2.13%
$0
$673 Million 0.34% of portfolio
1,986
Q4 2025 Reduced 89.14%
$0
$672 Million 0.34% of portfolio
6,802
Q4 2025 Reduced 3.53%
$0
$661 Million 0.34% of portfolio
5,367
Q4 2025 Reduced 2.77%
$0
$654 Million 0.33% of portfolio
11,264
Q4 2025 Reduced 0.34%
$0
$627 Million 0.32% of portfolio
911
Q4 2025 Added 1.79%
$522B
$611 Million 0.31% of portfolio
2,802
Q4 2025 Added 1.08%
$0
$595 Million 0.3% of portfolio
13,911
Q4 2025 Reduced 0.5%
Dimensional Us Vector Equity ETF
-
$552 Million 0.28% of portfolio
-
Q4 2025 Reduced 7.52%
$0
$505 Million 0.26% of portfolio
13,580
Q3 2025 New
$0
$509 Million 0.26% of portfolio
6,106
Q4 2025 Reduced 1.18%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $197 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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