VESTIA PERSONAL WEALTH ADVISORS - Portfolio Stock Holdings
VESTIA PERSONAL WEALTH ADVISORS disclosed 113 stock positions in a recent SEC 13F filing. $308,508,927 of stock holdings were filed, with the largest holdings including DFAC, DFIC, and DFIV. This filing represented positions held on June 30, 2026, and was filed on Aug. 10, 2026.Report Period:
June 30, 2026No. of Stocks:
113Est. Stock Holding Value:
$308,508,927Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - VESTIA PERSONAL WEALTH ADVISORS
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...