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.
