Vestment Financial LLC - Portfolio Stock Holdings

Vestment Financial LLC disclosed 42 stock positions in a recent SEC 13F filing. $223,695,789 of stock holdings were filed, with the largest holdings including DFAC, DFSD, and DFIC. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $304,258,801 and has 20 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.