Vestia Personal Wealth Advisors - Q12026 Holdings

Vestia Personal Wealth Advisors holds 99 stocks with a total portfolio value of $ 212.8M as of Q12026. In Q12026, Vestia Personal Wealth Advisors added 5 new positions, increased stakes in 56 stocks, reduced 26 holdings, and fully exited 4 positions. The largest holding is Dimensional International Value Etf (DFIV), representing 9.29% of the total portfolio.