Vestia Personal Wealth Advisors holds a focused book of 112 stocks worth $256.0M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Dimensional US Target Value. Their largest long position is Dimensional US Core Equity 2 at 10% of the equity book. Cloning the disclosed picks since 2024 would be +37% (+19.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.2 points over this window.
Growth of $10,000 cloning Vestia Personal Wealth Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 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: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Vestia Personal Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $18.4B |
| Farther Finance Advisors, LLC | 77 / 80 | $3.4B |
| OSAIC HOLDINGS, INC. | 76 / 80 | $16.4B |
| ENVESTNET ASSET MANAGEMENT INC | 75 / 80 | $82.3B |
| LPL Financial LLC | 74 / 80 | $80.4B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 74 / 80 | $15.4B |
| IFP Advisors, Inc | 74 / 80 | $1.1B |
| JPMORGAN CHASE & CO | 73 / 80 | $454.2B |
Ranked by how many of Vestia Personal Wealth Advisors's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional U.S. Core Equity 2 ETF ETF | $26.1M | 722.7K | 10.2% | ▲+20% Added · +119K sh | |
| 2 | Dimensional International Value ETF ETF | $21.5M | 398.8K | 8.4% | ▲+6.4% Added · +24K sh | |
| 3 | Dimensional International Core Equity 2 ETF ETF | $21.0M | 625.9K | 8.2% | ▲+8.9% Added · +51K sh | |
| 4 | Dimensional US Marketwide Value ETF ETF | $13.7M | 249.9K | 5.4% | ▲+0.1% Added · +287 sh | |
| 5 | Dimensional US Small Cap Value ETF ETF | $13.0M | 334.6K | 5.1% | ▲+11% Added · +32K sh | |
| 6 | Dimensional U.S. Targeted Value ETF ETF | $12.9M | 185.2K | 5.1% | ▼~0% Reduced · −66 sh | |
| 7 | Vanguard S&P 500 ETF ETF | $12.6M | 18.4K | 4.9% | ▲+9.6% Added · +2K sh | |
| 8 | Dimensional U.S. Small Cap ETF ETF | $9.9M | 120.8K | 3.9% | ▲+3.6% Added · +4K sh | |
| 9 | Dimensional National Municipal Bond ETF ETF | $8.6M | 178.2K | 3.4% | ▲+21% Added · +30K sh | |
| 10 | Dimensional Global Core Plus Fixed Income ETF ETF | $8.6M | 319.5K | 3.4% | ▲+182% Added · +206K sh | |
| 11 | Dimensional Emerging Markets Value ETF ETF | $7.7M | 367.5K | 3.0% | ▲+119% Added · +200K sh | |
| 12 | Dimensional US Large Cap Value ETF ETF | $7.6M | 193.1K | 3.0% | ▲+16% Added · +27K sh | |
| 13 | Dimensional Emerging Markets Core Equity 2 ETF ETF | $7.4M | 181.7K | 2.9% | ▲+4.0% Added · +7K sh | |
| 14 | Dimensional U.S. Equity Market ETF ETF | $5.3M | 65.1K | 2.1% | ▼−1.1% Reduced · −714 sh | |
| 15 | Dimensional Global Real Estate ETF ETF | $5.3M | 182.4K | 2.1% | ▲+22% Added · +33K sh | |
| 16 | Dimensional International Small Cap Value ETF ETF | $5.1M | 127.7K | 2.0% | ▲+29% Added · +29K sh | |
| 17 | Dimensional Short-Duration Fixed Income ETF ETF | $4.4M | 91.5K | 1.7% | ▲+10% Added · +8K sh | |
| 18 | Dimensional Ultrashort Fixed Income ETF ETF | $3.2M | 62.6K | 1.2% | ▼−2.8% Reduced · −2K sh | |
| 19 | Apple Inc Com Stock | $3.0M | 10.5K | 1.2% | ▲+2.3% Added · +239 sh | |
| 20 | Dimensional World Equity ETF ETF | $2.5M | 30.4K | 1.0% | ▲+8.0% Added · +2K sh | |
| 21 | Dimensional International Small Cap ETF ETF | $2.2M | 63.0K | 0.9% | ▲+13% Added · +7K sh | |
| 22 | Dimensional US Core Equity Market ETF ETF | $2.1M | 39.8K | 0.8% | ▲+0.5% Added · +206 sh | |
| 23 | Dimensional US Core Equity 1 ETF ETF | $1.9M | 23.5K | 0.8% | ▲+24% Added · +5K sh | |
| 24 | Dimensional US Real Estate ETF ETF | $1.8M | 68.3K | 0.7% | ▼−8.5% Reduced · −6K sh | |
| 25 | Dimensional US High Profitability ETF ETF | $1.8M | 42.2K | 0.7% | ▲+89% Added · +20K sh | |
| 26 | Nvidia Corporation Com Stock | $1.7M | 8.3K | 0.7% | ▼−2.7% Reduced · −231 sh | |
| 27 | Innovator Laddered Allocation Power Buffer ETF ETF | $1.6M | 31.2K | 0.6% | ▼−7.7% Reduced · −3K sh | |
| 28 | Dimensional Inflation-Protected Securities ETF ETF | $1.6M | 39.7K | 0.6% | ▲+25% Added · +8K sh | |
| 29 | Dimensional US Vector Equity ETF ETF | $1.4M | 21.2K | 0.6% | ▲+1.9% Added · +403 sh | |
| 30 | Dimensional International Core Equity Market ETF ETF | $1.3M | 31.6K | 0.5% | ▲+1.2% Added · +372 sh | |
| 31 | Fidelity Enhanced Large Cap Value ETF ETF | $1.3M | 32.3K | 0.5% | ▼−4.0% Reduced · −1K sh | |
| 32 | Amazon Com Inc Com Stock | $1.2M | 5.2K | 0.5% | ▲+3.9% Added · +198 sh | |
| 33 | Alphabet Inc Cap STK CL A Stock | $1.2M | 3.3K | 0.5% | ▼−6.8% Reduced · −242 sh | |
| 34 | Caterpillar Inc Com Stock | $1.2M | 1.1K | 0.5% | ▲+0.3% Added · +3 sh | |
| 35 | State Street SPDR S&P 500 ETF ETF | $1.1M | 1.5K | 0.4% | ▼−0.5% Reduced · −7 sh | |
| 36 | Microsoft Corp Com Stock | $1.1M | 3.0K | 0.4% | ▲+5.0% Added · +140 sh | |
| 37 | Dimensional Core Fixed Income ETF ETF | $1.1M | 26.1K | 0.4% | ▼−29% Reduced · −11K sh | |
| 38 | Eli Lilly & Co Com Stock | $906K | 755 | 0.4% | ▲+4.0% Added · +29 sh | |
| 39 | Broadcom Inc Com Stock | $814K | 2.2K | 0.3% | ▲+1.2% Added · +26 sh | |
| 40 | Vanguard Morningstar Total Stock Market ETF ETF | $798K | 2.2K | 0.3% | ▲+2.1% Added · +45 sh | |
| 41 | State Street SPDR S&P 600 Small Cap Value ETF ETF | $748K | 6.9K | 0.3% | ▲+0.4% Added · +26 sh | |
| 42 | Ishares S&P Small-Cap 600 Value ETF ETF | $729K | 5.3K | 0.3% | ▲+0.1% Added · +8 sh | |
| 43 | Johnson & Johnson Com Stock | $708K | 2.8K | 0.3% | ▼−1.2% Reduced · −35 sh | |
| 44 | Ishares Core S&P 500 ETF ETF | $700K | 935 | 0.3% | ▲+0.3% Added · +3 sh | |
| 45 | Innovator US Equity Accelerated ETF ETF | $692K | 16.1K | 0.3% | ▼−53% Reduced · −18K sh | |
| 46 | Innovator Defined Wealth Shield ETF ETF | $692K | 20.2K | 0.3% | ▲+45% Added · +6K sh | |
| 47 | State Street SPDR Portfolio S&P 500 Value ETF ETF | $687K | 11.3K | 0.3% | ▼−0.1% Reduced · −16 sh | |
| 48 | Tesla Inc Com Stock | $630K | 1.5K | 0.2% | ▼−22% Reduced · −433 sh | |
| 49 | State Street SPDR S&P International Small Cap ETF ETF | $615K | 14.1K | 0.2% | ▲+1.0% Added · +146 sh | |
| 50 | Dimensional US Sustainability Core 1 ETF ETF | $601K | 12.9K | 0.2% | ▲+10.0% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2033299/holdings"
Use Arkolith to show VESTIA PERSONAL WEALTH ADVISORS's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 112 | $256.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 99 | $212.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 98 | $196.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 99 | $172.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 100 | $146.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 95 | $126.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 95 | $121.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 82 | $106.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.