Q3 2026 13F · SEC CIK 2033299

Vestia Personal Wealth Advisors

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $264.2M
Reported positions: 112
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.1B

Vestia Personal Wealth Advisors is a wealth manager that reported 112 positions worth $264.2M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Dimensional US Core Equity 2 ETF (DFAC, 11.6%), Dimensional ETF Trust (DFIV, 9.0%), Dimensional ETF Trust (DFIC, 8.6%).

Vestia Personal Wealth Advisors holdings largest 50 of 112 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Vestia Personal Wealth Advisors 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFACDimensional US Core Equity 2 ETF	11.6%	—	786,051	—	$30.5M
DFIVDimensional ETF Trust	9.0%	8.4%	426,359	+6.9%	$23.8M
DFICDimensional ETF Trust	8.6%	8.2%	667,592	+6.7%	$22.8M
VOOVanguard Index Fds	5.4%	4.9%	20,433	+10.9%	$14.3M
DFUVDimensional ETF Trust	5.0%	5.4%	240,195	-3.9%	$13.2M
DFATDFA U.S. Targeted Value ETF	4.7%	—	184,936	—	$12.3M
DFGPDimensional ETF Trust	4.1%	3.4%	230,678	-27.8%	$10.9M
DFASU.s. Small Cap Portfolio ETF	3.6%	—	123,429	—	$9.6M
DFNMDimensional ETF Trust	3.6%	3.4%	205,326	+15.2%	$9.5M
DFEVDimensional ETF Trust	3.4%	3.0%	213,148	-42.0%	$9.0M
DFLVDimensional ETF Trust	3.3%	3.0%	216,111	+11.9%	$8.7M
DFEMDimensional ETF Trust	2.9%	2.9%	192,275	+5.8%	$7.6M
DISVDimensional ETF Trust	2.6%	2.0%	158,997	+24.5%	$6.9M
DFGRDimensional ETF Trust	2.4%	2.1%	235,450	+29.1%	$6.4M
DUSBDimensional Ultrashort Fixed Income ETF	2.2%	1.2%	117,610	+87.8%	$5.9M
DFUSDimensional ETF Trust	2.0%	2.1%	64,377	-1.1%	$5.3M
DFSDDimensional Short-Duration Fixed Income	1.9%	1.7%	106,596	+16.5%	$5.0M
AAPLApple Inc	1.4%	1.2%	11,016	+4.9%	$3.7M
DFAWDimensional ETF Trust	1.0%	1.0%	30,906	+1.6%	$2.5M
DFISDimensional ETF Trust	0.9%	0.9%	66,679	+5.9%	$2.4M
DFIPDimensional ETF Trust	0.8%	0.6%	53,613	+34.9%	$2.1M
MSFTMicrosoft Corp	0.8%	0.4%	3,863	+30.4%	$2.0M
NVDANvidia Corporation	0.7%	0.7%	8,604	+3.0%	$2.0M
DFAUDimensional ETF Trust	0.7%	0.8%	37,008	-6.9%	$1.9M
VTIVanguard Index Fds	0.7%	0.3%	4,632	+114.8%	$1.7M
BUFFInnovator Etfs Trust	0.6%	0.6%	30,996	-0.6%	$1.7M
AMZNAmazon Com Inc	0.6%	0.5%	6,146	+17.7%	$1.5M
GOOGLAlphabet Inc	0.5%	0.5%	3,910	+18.3%	$1.3M
FELVFidelity Covington Trust	0.5%	0.5%	32,447	+0.3%	$1.3M
DFAIDimensional ETF Trust	0.5%	0.5%	31,773	+0.5%	$1.3M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.4%	1,712	+14.6%	$1.3M
AVGOBroadcom Inc	0.4%	0.3%	3,075	+42.7%	$1.1M
CAIECalamos ETF Tr	0.4%	—	39,182	—	$1.0M
DIHPDimensional International High Profitabi	0.4%	—	30,813	—	$1.0M
DFCFDimensional ETF Trust	0.4%	0.4%	25,495	-2.4%	$1.0M
CATCaterpillar Inc	0.3%	0.5%	1,138	+5.1%	$923K
LLYEli Lilly & Co	0.3%	0.4%	768	+1.7%	$889K
JNJJohnson & Johnson	0.3%	0.3%	2,806	+0.6%	$743K
XDSQInnovator Etfs Trust	0.3%	0.3%	16,114	+0.0%	$722K
IVVIshares Tr	0.3%	0.3%	939	+0.4%	$719K
BALTInnovator Etfs Trust	0.3%	0.3%	20,196	+0.0%	$706K
IJSIshares Tr	0.3%	0.3%	5,341	+0.2%	$685K
SLYVSpdr Series Trust	0.3%	0.3%	6,589	-3.8%	$673K
SPYVState Street Spdr Portfolio S&p 500 Valu	0.2%	0.3%	10,673	-5.6%	$652K
BRK-BBerkshire Hathaway Inc Del	0.2%	—	1,300	—	$648K
DFSUDimensional ETF Trust	0.2%	0.2%	13,681	+6.2%	$645K
GWXSpdr Index Shs Fds	0.2%	0.2%	13,999	-0.4%	$638K
TSLATesla Inc	0.2%	0.2%	1,679	+12.1%	$596K
XTAPInnovator U.s. Equity Accelerated Plus E	0.2%	—	12,173	—	$570K
BSVVanguard Bd Index Fds	0.2%	—	7,331	—	$560K

What Vestia Personal Wealth Advisors bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$264.2M	112
Q2 2026	$256.0M	112
Q1 2026	$212.8M	99
Q4 2025	$196.8M	98
Q3 2025	$172.5M	99
Q2 2025	$146.0M	100
Q1 2025	$126.4M	95
Q4 2024	$121.5M	95
Q3 2024	$106.1M	82
Q2 2024	$93.7M	74

Questions about Vestia Personal Wealth Advisors's portfolio

What stocks does Vestia Personal Wealth Advisors own?

Vestia Personal Wealth Advisors's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 112 positions worth $264.2M. The largest are Dimensional US Core Equity 2 ETF (DFAC) at 11.6%, Dimensional ETF Trust (DFIV) at 9.0%, Dimensional ETF Trust (DFIC) at 8.6%, Vanguard Index Fds (VOO) at 5.4% and Dimensional ETF Trust (DFUV) at 5.0%.

What did Vestia Personal Wealth Advisors buy last quarter?

In Q3 2026, Vestia Personal Wealth Advisors added Vanguard Index Fds (VTI) (+114.8% shares), Dimensional Ultrashort Fixed Income ETF (DUSB) (+87.8% shares) and Broadcom Inc (AVGO) (+42.7% shares), compared with its Q2 2026 filing.

What did Vestia Personal Wealth Advisors sell last quarter?

In Q3 2026, Vestia Personal Wealth Advisors cut from its top 50 Dimensional ETF Trust (DFAC), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Dimensional ETF Trust (DFAT), cut from its top 50 Dimensional ETF Trust (DFAS), cut from its top 50 Dimensional US Core Equity 1 ETF (DCOR), Dimensional ETF Trust (DFEV) (-42.0% shares), Dimensional ETF Trust (DFGP) (-27.8% shares) and Dimensional ETF Trust (DFAU) (-6.9% shares), compared with its Q2 2026 filing.

When is Vestia Personal Wealth Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Vestia Personal Wealth Advisors's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Vestia Personal Wealth Advisors manage?

Vestia Personal Wealth Advisors reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $264.2M.