Vested Financial Planning, Llc Portfolio Stock Holdings
Vested Financial Planning, Llc disclosed 29 stock positions valued at approximately $148.9 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 29
- Portfolio Value
- $148.9M
Holdings by Sector
Vested Financial Planning, Llc Portfolio Holdings in Q2 2026
29 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 28.77% | 965,539 | -15,373 | -1.57% | $42,831,290 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 13.05% | 527,460 | -23,094 | -4.19% | $19,431,635 |
| VANGUARD INDEX FDS | VOO | Other | 12.98% | 28,143 | +419 | +1.51% | $19,328,636 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 7.96% | 245,079 | +42,456 | +20.95% | $11,845,901 |
| VANGUARD MUN BD FDS | VTEB | Other | 5.72% | 168,500 | +33,876 | +25.16% | $8,522,733 |
| SPDR INDEX SHS FDS | SPDW | Other | 5.12% | 151,131 | +993 | +0.66% | $7,615,481 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 5.04% | 177,825 | +3,465 | +1.99% | $7,505,993 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 4.93% | 175,990 | +7,358 | +4.36% | $7,344,063 |
| VANGUARD INDEX FDS | VXF | Other | 3.26% | 19,722 | +234 | +1.20% | $4,855,727 |
| APPLE INC | AAPL | Technology | 1.83% | 9,427 | -225 | -2.33% | $2,727,797 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.68% | 48,364 | +1,556 | +3.32% | $2,504,312 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 1.54% | 42,647 | +643 | +1.53% | $2,285,657 |
| VANGUARD INDEX FDS | VTI | Other | 1.09% | 4,398 | -18 | -0.41% | $1,627,533 |
| ISHARES TR | IUSB | Other | 1.06% | 34,155 | +1,002 | +3.02% | $1,576,265 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.66% | 6,279 | +48 | +0.77% | $985,415 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 0.64% | 17,388 | +223 | +1.30% | $946,950 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.62% | 1,235 | +12 | +0.98% | $921,912 |
| ISHARES TR | IAGG | Other | 0.60% | 17,630 | +467 | +2.72% | $892,070 |
| ISHARES TR | AGG | Other | 0.60% | 8,982 | +176 | +2.00% | $889,039 |
| INVESCO QQQ TR | QQQ | Other | 0.52% | 1,050 | - | - | $773,220 |
| ISHARES TR | EFA | Other | 0.47% | 6,805 | +155 | +2.33% | $706,917 |
| COLUMBIA ETF TR I | MUST | Other | 0.36% | 25,909 | +25,909 | +100.00% | $538,907 |
| VANGUARD WORLD FD | VGT | Other | 0.30% | 3,688 | +3,227 | +700.00% | $440,790 |
| ISHARES TR | AOR | Other | 0.27% | 5,850 | +5,850 | +100.00% | $406,559 |
| ISHARES TR | SUSL | Other | 0.23% | 2,549 | - | - | $338,459 |
| ISHARES TR | AOA | Other | 0.20% | 3,102 | +6 | +0.19% | $302,747 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.20% | 10,102 | -222 | -2.15% | $292,655 |
| ISHARES TR | IWM | Other | 0.15% | 744 | +744 | +100.00% | $223,460 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.14% | 2,997 | -376 | -11.15% | $213,536 |