Vested Financial Planning, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$131.3M
Q ending 2026-03-31
Prior quarter
$129.9M
Q ending 2025-12-31
Change
+1.1% QoQ · +31.2% YoY
Positions
27
reported holdings
Largest positions
All 27 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $38.1M | 981K |
| Dimensional Etf Trust | DFAX | Shares | $18.7M | 551K |
| Vanguard Index Fds | VOO | Shares | $16.6M | 28K |
| Dimensional Etf Trust | DFNM | Shares | $9.7M | 203K |
| Dimensional Etf Trust | DFCF | Shares | $7.4M | 174K |
| Spdr Index Shs Fds | SPDW | Shares | $6.9M | 150K |
| Vanguard Mun Bd Fds | VTEB | Shares | $6.7M | 135K |
| Dimensional Etf Trust | DUHP | Shares | $6.2M | 169K |
| Vanguard Index Fds | VXF | Shares | $4.0M | 19K |
| Apple Inc | AAPL | Shares | $2.4M | 10K |
| Dimensional Etf Trust | DFGX | Shares | $2.2M | 42K |
| Spdr Index Shs Fds | SPEM | Shares | $2.2M | 47K |
| Ishares Tr | IUSB | Shares | $1.5M | 33K |
| Vanguard Index Fds | VTI | Shares | $1.4M | 4K |
| Dimensional Etf Trust | DFGP | Shares | $927K | 17K |
| Ishares Tr | AGG | Shares | $874K | 9K |
| Vanguard Intl Equity Index F | VT | Shares | $862K | 6K |
| Ishares Tr | IAGG | Shares | $859K | 17K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $795K | 1K |
| Ishares Tr | EFA | Shares | $646K | 7K |
| Invesco Qqq Tr | QQQ | Shares | $606K | 1K |
| Vanguard World Fd | VGT | Shares | $322K | 461 |
| Ishares Tr | SUSL | Shares | $290K | 3K |
| Dimensional Etf Trust | DFGR | Shares | $274K | 10K |
| Ishares Tr | AOA | Shares | $274K | 3K |
| Airbnb Inc | ABNB | Shares | $271K | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $216K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.