1y return+24.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $138 against $137 in the S&P 500.2
Vestia Personal Wealth AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dimensional U.s. Core Equity 2 EtfCUSIP 25434V708 | $26.1M | 10.2% | +19.7% |
| DFIVDimensional International Value Etf | $21.5M | 8.4% | +6.4% |
| DFICDimensional International Core Equity 2 Etf | $21.0M | 8.2% | +8.9% |
| DFUVDimensional Us Marketwide Value Etf | $13.7M | 5.4% | |
| Dimensional Us Small Cap Value EtfCUSIP 25434V815 | $13.0M | 5.1% | +10.5% |
| Dimensional U.s. Targeted Value EtfCUSIP 25434V609 | $12.9M | 5.1% | |
| VOOVanguard S&p 500 Etf | $12.6M | 4.9% | +9.6% |
| Dimensional U.s. Small Cap EtfCUSIP 25434V500 | $9.9M | 3.9% | +3.6% |
| DFNMDimensional National Municipal Bond Etf | $8.6M | 3.4% | +20.6% |
| DFGPDimensional Global Core Plus Fixed Income Etf | $8.6M | 3.4% | +181.7% |
| DFEVDimensional Emerging Markets Value Etf | $7.7M | 3.0% | +118.9% |
| DFLVDimensional Us Large Cap Value Etf | $7.6M | 3.0% | +16.4% |
| DFEMDimensional Emerging Markets Core Equity 2 Etf | $7.4M | 2.9% | +4.1% |
| DFUSDimensional U.s. Equity Market Etf | $5.3M | 2.1% | −1.1% |
| DFGRDimensional Global Real Estate Etf | $5.3M | 2.1% | +22.2% |
| DISVDimensional International Small Cap Value Etf | $5.1M | 2.0% | +29.1% |
| DFSDDimensional Short-duration Fixed Income Etf | $4.4M | 1.7% | +10.2% |
| DUSBDimensional Ultrashort Fixed Income Etf | $3.2M | 1.2% | −2.8% |
| AAPLApple Inc Com | $3.0M | 1.2% | +2.3% |
| DFAWDimensional World Equity Etf | $2.5M | 1.0% | +8.0% |
| DFISDimensional International Small Cap Etf | $2.2M | 0.9% | +12.6% |
| DFAUDimensional Us Core Equity Market Etf | $2.1M | 0.8% | |
| Dimensional Us Core Equity 1 EtfCUSIP 25434V625 | $1.9M | 0.8% | +24.1% |
| Dimensional Us Real Estate EtfCUSIP 25434V823 | $1.8M | 0.7% | −8.5% |
| Dimensional Us High Profitability EtfCUSIP 25434V831 | $1.8M | 0.7% | +88.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc Com | June 30, 2024 | +219.7% | $1.2M |
| AVGOBroadcom Inc Com | June 30, 2024 | +135.3% | $814K |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2024 | +96.2% | $1.2M |
| NVDANvidia Corporation Com | June 30, 2024 | +62.0% | $1.7M |
| DFEVDimensional Emerging Markets Value Etf | June 30, 2024 | +55.2% | $7.7M |
| DFEMDimensional Emerging Markets Core Equity 2 Etf | June 30, 2024 | +52.0% | $7.4M |
| DFIVDimensional International Value Etf | June 30, 2024 | +50.3% | $21.5M |
| DISVDimensional International Small Cap Value Etf | June 30, 2024 | +49.2% | $5.1M |
| DFISDimensional International Small Cap Etf | June 30, 2024 | +42.2% | $2.2M |
| DFICDimensional International Core Equity 2 Etf | June 30, 2024 | +41.7% | $21.0M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $528K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | +0.1% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vestia Personal Wealth Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2033299&type=13F-HR&dateb=&owner=include&count=40CIK 2033299
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2033299/000203329926000003/Filed August 10, 2026 · accession 0002033299-26-000003