Vestment Financial LLC Portfolio Holdings

Vestment Financial LLC

  • $131 Billion
  • Q4 2024

Vestment Financial LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 38 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 $33.1B, Dimensional ETF Tr Short Durat with a value of $14.6B, Dimensional ETF Tr Dimensional with a value of $12.1B, Dimensional ETF Tr Natl Mun Bd with a value of $8.84B, and Dimensional ETF Tr Emerging Mk with a value of $7.86B.

Examining the 13F form we can see an increase of $131B in the current position value.

Vestment Financial LLC is based out at Chanhassen, MN

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

Portfolio value $131 Billion
ETFs: $116 Billion
Technology: $1.11 Billion
Consumer Cyclical: $984 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$984 Million 0.75% of portfolio
3,994
Q4 2024 New
$183B
$231 Million 0.18% of portfolio
1,882
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $131 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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