Vestment Financial LLC Portfolio Holdings

Vestment Financial LLC

  • $158 Billion
  • Q2 2025

Vestment Financial LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 39 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 $36.3B, Dimensional ETF Tr Short Durat with a value of $17B, Dimensional ETF Tr Dimensional with a value of $15.3B, Dimensional ETF Tr Natl Mun Bd with a value of $10.8B, and Dimensional ETF Tr Dimensional with a value of $8.17B.

Examining the 13F form we can see an increase of $18.3B in the current position value, from $139B to 158B.

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 $158 Billion
ETFs: $134 Billion
Consumer Cyclical: $908 Million
Technology: $763 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $158 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Vestment Financial LLC Portfolio

Follow Vestment Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestment Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vestment Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email