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VESTED FINANCIAL PLANNING, LLC 13F portfolio summary

VESTED FINANCIAL PLANNING, LLC of VESTED FINANCIAL PLANNING, LLC has 27 current stock holdings with a reported portfolio value of $131.3M. The portfolio 1 year return is +14.66%. Top holdings include SPY (0.00%), QQQ (0.00%), DFAC (29.36%), DFAX (14.40%), VOO (12.76%).

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VESTED FINANCIAL PLANNING, LLC

VESTED FINANCIAL PLANNING, LLC
Latest filing: 2026-03-31

VESTED FINANCIAL PLANNING, LLC runs VESTED FINANCIAL PLANNING, LLC and currently holds 27 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $131.25M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. VESTED FINANCIAL PLANNING, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, VESTED FINANCIAL PLANNING, LLC's portfolio at VESTED FINANCIAL PLANNING, LLC has delivered returns of +14.66%. Their 3-year annualized return is +12.75%. Looking at the 5-year horizon, VESTED FINANCIAL PLANNING, LLC has achieved +12.75% annualized returns at VESTED FINANCIAL PLANNING, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.66%
#0/1000
3 Year
+12.75%
#0/1000
5 Year
+12.75%
#0/1000

Portfolio Value

$131.25M

Alpha Score

11.7

#0 of 1000

Holdings

27

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change