Vestia Personal Wealth Advisors Portfolio Holdings

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

Vestia Personal Wealth Advisors has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $11B, Dimensional ETF Tr Dimensional with a value of $10.6B, Dimensional ETF Tr U S Core Eq with a value of $9.67B, Dimensional ETF Tr with a value of $9.65B, and Dimensional ETF Tr Us Marketwi with a value of $7.95B.

Examining the 13F form we can see an increase of $15.3B in the current position value, from $106B to 121B.

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 $121 Billion
ETFs: $98.3 Billion
Technology: $5.77 Billion
Consumer Defensive: $3.08 Billion
Consumer Cyclical: $2.08 Billion
Communication Services: $1.29 Billion
Healthcare: $1.26 Billion
Financial Services: $637 Million
Energy: $634 Million
Other: $361 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11 Billion 9.06% of portfolio
197,779
Q4 2024 Reduced 1.11%
$0
$10.6 Billion 8.71% of portfolio
409,573
Q4 2024 Added 26.43%
$0
$9.67 Billion 7.96% of portfolio
279,584
Q4 2024 Added 10.82%
$0
$9.65 Billion 7.94% of portfolio
271,910
Q4 2024 Added 11.79%
$0
$7.95 Billion 6.54% of portfolio
194,219
Q4 2024 Added 7.18%
$0
$5.54 Billion 4.56% of portfolio
115,991
Q4 2024 Added 86.51%
$0
$4.55 Billion 3.74% of portfolio
69,879
Q4 2024 Added 3.43%
$0
$4.22 Billion 3.47% of portfolio
66,133
Q4 2024 Added 0.68%
$0
$3.95 Billion 3.25% of portfolio
7,330
Q4 2024 Added 13.29%
$0
$3.53 Billion 2.91% of portfolio
114,814
Q4 2024 Added 17.35%
$0
$3.3 Billion 2.72% of portfolio
126,145
Q4 2024 Added 20.22%
$3.85T
$2.25 Billion 1.85% of portfolio
8,972
Q4 2024 Added 4.43%
$0
$1.86 Billion 1.53% of portfolio
45,063
Q4 2024 Added 19.7%
$0
$1.85 Billion 1.53% of portfolio
70,721
Q4 2024 Added 29.57%
$0
$1.72 Billion 1.42% of portfolio
38,369
Q4 2024 Reduced 3.57%
$0
$1.53 Billion 1.26% of portfolio
57,513
Q4 2024 Added 33.78%
$0
$1.45 Billion 1.19% of portfolio
35,748
Q4 2024 Reduced 0.3%
$0
$1.22 Billion 1.01% of portfolio
52,630
Q4 2024 Added 6.93%
Dimensional Global Real Estate ETF
-
$1.14 Billion 0.94% of portfolio
-
Q4 2024 Added 23.94%
Fidelity Enhanced Large Cap Value ETF
-
$1.11 Billion 0.91% of portfolio
-
Q4 2024 Reduced 2.72%
$1.23T
$1.1 Billion 0.91% of portfolio
2,734
Q4 2024 Added 114.26%
Dimensional Us Large Cap Value ETF
-
$1.07 Billion 0.88% of portfolio
-
Q4 2024 Added 30.76%
$0
$1.05 Billion 0.87% of portfolio
42,909
Q4 2024 Added 21.88%
$3.3T
$1.05 Billion 0.86% of portfolio
2,491
Q4 2024 Added 15.48%
$0
$1.03 Billion 0.85% of portfolio
25,453
Q4 2024 Added 42.33%
$2.42T
$977 Million 0.8% of portfolio
4,455
Q4 2024 Added 231.47%
$0
$975 Million 0.8% of portfolio
1,664
Q4 2024 Added 3.87%
$0
$944 Million 0.78% of portfolio
27,674
Q4 2024 Reduced 1.42%
$0
$938 Million 0.77% of portfolio
20,004
Q4 2024 Added 4.89%
$308B
$939 Million 0.77% of portfolio
6,991
Q4 2024 Added 87.38%
$0
$853 Million 0.7% of portfolio
29,209
Q4 2024 Added 0.08%
$0
$658 Million 0.54% of portfolio
8,104
Q4 2024 Reduced 8.19%
$0
$631 Million 0.52% of portfolio
5,813
Q4 2024 Added 1.13%
$0
$620 Million 0.51% of portfolio
12,127
Q4 2024 Added 0.37%
$0
$623 Million 0.51% of portfolio
7,144
Q4 2024 Reduced 0.29%
$764B
$601 Million 0.49% of portfolio
778
Q4 2024 Added 1.43%
$1.16T
$586 Million 0.48% of portfolio
3,096
Q4 2024 Added 74.42%
$83.6B
$566 Million 0.47% of portfolio
2,442
Q4 2024 Added 35.82%
$0
$563 Million 0.46% of portfolio
11,774
Q4 2024 Reduced 6.03%
$0
$517 Million 0.43% of portfolio
878
Q4 2024 Reduced 1.9%
Dimensional World Equity ETF
-
$508 Million 0.42% of portfolio
-
Q4 2024 Added 87.62%
$0
$484 Million 0.4% of portfolio
16,853
Q4 2024 Added 11.68%
$3.19B
$483 Million 0.4% of portfolio
1,666
Q4 2024 New
$0
$470 Million 0.39% of portfolio
6,576
Q4 2024 Reduced 3.42%
$0
$442 Million 0.36% of portfolio
14,256
Q4 2024 Reduced 0.32%
Innovator U.S. Equity Accelerated Plus ETF
-
$421 Million 0.35% of portfolio
-
Q2 2024 New
$0
$418 Million 0.34% of portfolio
5,407
Q4 2024 Added 3.29%
$0
$379 Million 0.31% of portfolio
5,498
Q4 2024 Reduced 95.16%
$395B
$376 Million 0.31% of portfolio
2,601
Q4 2024 Added 2.48%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $121 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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