Vested Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Vested Financial Planning, LLC held in its portfolio 30 assets valued at $129,860,093 (i.e. $129.86M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($38.89M), DIMENSIONAL ETF TRUST ($18.15M), and VANGUARD INDEX FDS ($16.34M).
The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Vested Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 982386 | 38892644 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 554379 | 18144832 | WORLD EX US CORE |
| VANGUARD INDEX FDS | 26051 | 16337230 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 204324 | 9842295 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 170638 | 7262353 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 168014 | 6389572 | US HIGH PROFITAB |
| SPDR INDEX SHS FDS | 137745 | 6117275 | PORTFOLIO DEVLPD |
| VANGUARD MUN BD FDS | 110055 | 5534669 | TAX EXEMPT BD |
| VANGUARD INDEX FDS | 17820 | 3726555 | EXTEND MKT ETF |
| APPLE INC | 9652 | 2623993 | COM |
| DIMENSIONAL ETF TRUST | 40369 | 2124822 | GLOBAL EX US COR |
| SPDR INDEX SHS FDS | 42674 | 1997582 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 4416 | 1480640 | TOTAL STK MKT |
| ISHARES TR | 27521 | 1280839 | CORE UNIVRSL USD |
| DIMENSIONAL ETF TRUST | 16541 | 894372 | GLOBAL CORE PLUS |
| VANGUARD INTL EQUITY INDEX F | 6150 | 867453 | TT WRLD ST ETF |
| ISHARES TR | 8651 | 864013 | CORE US AGGBD ET |
| SPDR S&P 500 ETF TR | 1209 | 824287 | TR UNIT |
| ISHARES TR | 14032 | 701733 | CORE INTL AGGR |
| INVESCO QQQ TR | 1050 | 645026 | UNIT SER 1 |
| ISHARES TR | 6590 | 632856 | MSCI EAFE ETF |
| ISHARES TR | 4019 | 487418 | ESG MSCI LEADR |
| ROBLOX CORP | 4458 | 361232 | CL A |
| VANGUARD WORLD FD | 461 | 347493 | INF TECH ETF |
| AIRBNB INC | 2143 | 290844 | COM CL A |
| ISHARES TR | 2908 | 260433 | CORE 80/20 AGGRE |
| ISHARES TR | 2731 | 259683 | ESG AW MSCI EAFE |
| DIMENSIONAL ETF TRUST | 9349 | 247001 | GLOBAL REAL EST |
| VANGUARD TAX-MANAGED FDS | 3373 | 210711 | VAN FTSE DEV MKT |
| J P MORGAN EXCHANGE TRADED F | 4173 | 210237 | SUSTAINABLE MUNI |
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