Vestment Financial LLC Portfolio Holdings

Vestment Financial LLC

  • $193 Billion
  • Q4 2025

Vestment Financial LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $193 Billion distributed in 44 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 $42.2B, Dimensional ETF Tr Short Durat with a value of $21B, Dimensional ETF Tr Dimensional with a value of $18.1B, American Centy ETF Tr with a value of $14.8B, and Dimensional ETF Tr Natl Mun Bd with a value of $13.8B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $175B to 193B.

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 $193 Billion
ETFs: $156 Billion
Consumer Cyclical: $1.07 Billion
Technology: $876 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $193 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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