StockDriftsStockDriftsTop 29 Vested Financial Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 28.77% | 965.5K | $42.8M | -1.57%(-15.37K) | $34.52(+33.22%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 13.05% | 527.5K | $19.4M | -4.19%(-23.09K) | $26.00(+45.60%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 12.98% | 28.1K | $19.3M | +1.51%(+419) | $544.29(+30.64%) | 2026-06-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 7.96% | 245.1K | $11.8M | +20.95%(+42.46K) | $48.12(-0.56%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 5.72% | 168.5K | $8.5M | +25.16%(+33.88K) | $50.29(-0.91%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 5.12% | 151.1K | $7.6M | +0.66%(+993) | $37.15(+39.24%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.04% | 177.8K | $7.5M | +1.99%(+3.46K) | $42.27(-1.41%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.93% | 176.0K | $7.3M | +4.36%(+7.36K) | $34.44(+23.82%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 3.26% | 19.7K | $4.9M | +1.20%(+234) | $188.99(+30.77%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.83% | 9.4K | $2.7M | -2.33%(-225) | $232.35(+31.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.69% |
Vested Financial Planning, LLC reports $148.88M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (28.8%), DFAX (13.1%) and VOO (13.0%). The top 20 holdings account for 97.67% of reported assets. Its disclosed equity book has returned +24.73% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vested Financial Planning, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044679). View Vested Financial Planning, LLC’s 13F filings on SEC