Glekko logo

Vestia Personal Wealth Advisors - Q42025 Holdings

Vestia Personal Wealth Advisors holds 98 stocks with a total portfolio value of $ 196.82M as of Q42025. In Q42025, Vestia Personal Wealth Advisors added 5 new positions, increased stakes in 54 stocks, reduced 28 holdings, and fully exited 6 positions. The largest holding is Dimensional International Value Etf (DFIV), representing 9.22% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options