Vested Financial Planning, LLC holds a concentrated book of 29 reported positions worth $148.9M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Columbia Multi-Sect Muni Inc and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 29% of the reported non-option book. Cloning the disclosed picks since 2025 would be +11% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Vested Financial Planning, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Vested Financial Planning, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Vested Financial Planning, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 2 / 29 | $2.9B |
| Power Alpha Investment Ltd | 2 / 29 | $975.2M |
| HFM Investment Advisors, LLC | 18 / 29 | $271.2M |
| West Virginia University Foundation, Inc | 3 / 29 | $1.1B |
| Karnit Road Accident Victims Compensation Fund | 2 / 29 | $158.6M |
| Rising Stella Capital Pte. Ltd | 2 / 29 | $223.2M |
| Anchor Capital Management Group Inc | 2 / 29 | $123.6M |
| GP Brinson Investments LLC | 4 / 29 | $197.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Vested Financial Planning, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $42.8M | 965.5K | 28.8% | ▼−1.6% Reduced · −15K sh | |
| 2 | Dimensional ETF Trust WORLD EX US CORE | $19.4M | 527.5K | 13.1% | ▼−4.2% Reduced · −23K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $19.3M | 28.1K | 13.0% | ▲+1.5% Added · +419 sh | |
| 4 | Dimensional ETF Trust NATL MUN BD ETF | $11.8M | 245.1K | 8.0% | ▲+21% Added · +42K sh | |
| 5 | Vanguard Mun BD FDS TAX EXEMPT BD | $8.5M | 168.5K | 5.7% | ▲+25% Added · +34K sh | |
| 6 | SPDR Index SHS FDS ST STR PO EX ETF | $7.6M | 151.1K | 5.1% | ▲+0.7% Added · +993 sh | |
| 7 | Dimensional ETF Trust CORE FIXE IN ETF | $7.5M | 177.8K | 5.0% | ▲+2.0% Added · +3K sh | |
| 8 | Dimensional ETF Trust US HIGH PROF ETF | $7.3M | 176.0K | 4.9% | ▲+4.4% Added · +7K sh | |
| 9 | Vanguard Index FDS EXTEND MKT ETF | $4.9M | 19.7K | 3.3% | ▲+1.2% Added · +234 sh | |
| 10 | Apple Inc COM | $2.7M | 9.4K | 1.8% | ▼−2.3% Reduced · −225 sh | |
| 11 | SPDR Index SHS FDS ST PORT MARK ETF | $2.5M | 48.4K | 1.7% | ▲+3.3% Added · +2K sh | |
| 12 | Dimensional ETF Trust INTL COR FIX ETF | $2.3M | 42.6K | 1.5% | ▲+1.5% Added · +643 sh | |
| 13 | Vanguard Index FDS TOTAL STK MKT | $1.6M | 4.4K | 1.1% | ▼−0.4% Reduced · −18 sh | |
| 14 | Ishares TR CORE UNIVRSL USD | $1.6M | 34.2K | 1.1% | ▲+3.0% Added · +1K sh | |
| 15 | Vanguard Intl Equity Index F TT WRLD ST ETF | $985K | 6.3K | 0.7% | ▲+0.8% Added · +48 sh | |
| 16 | Dimensional ETF Trust GLOB CO PLUS ETF | $947K | 17.4K | 0.6% | ▲+1.3% Added · +223 sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $922K | 1.2K | 0.6% | ▲+1.0% Added · +12 sh | |
| 18 | Ishares TR CORE INTL AGGR | $892K | 17.6K | 0.6% | ▲+2.7% Added · +467 sh | |
| 19 | Ishares TR CORE US AGGBD ET | $889K | 9.0K | 0.6% | ▲+2.0% Added · +176 sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $773K | 1.1K | 0.5% | —Held | |
| 21 | Ishares TR MSCI EAFE ETF | $707K | 6.8K | 0.5% | ▲+2.3% Added · +155 sh | |
| 22 | Columbia ETF TR I MULTI SEC MUNI | $539K | 25.9K | 0.4% | ▲New New position | |
| 23 | Vanguard World FD INF TECH ETF | $441K | 3.7K | 0.3% | ▲+700% Added · +3K sh | |
| 24 | Ishares TR CORE 60 BALA ETF | $407K | 5.8K | 0.3% | ▲New New position | |
| 25 | Ishares TR ESG MSCI LEADR | $338K | 2.5K | 0.2% | —Held | |
| 26 | Ishares TR CORE 80 20 ETF | $303K | 3.1K | 0.2% | ▲+0.2% Added · +6 sh | |
| 27 | Dimensional ETF Trust GLOBAL REAL EST | $293K | 10.1K | 0.2% | ▼−2.1% Reduced · −222 sh | |
| 28 | Ishares TR RUSSELL 2000 ETF | $223K | 744 | 0.2% | ▲New New position | |
| 29 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $214K | 3.0K | 0.1% | ▼−11% Reduced · −376 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.