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VESTMENT FINANCIAL LLC 13F portfolio summary

VESTMENT FINANCIAL LLC of VESTMENT FINANCIAL LLC has 41 current stock holdings with a reported portfolio value of $212.3M. The portfolio 1 year return is +16.36%. Top holdings include DFAC (22.03%), DFSD (10.87%), DFIC (9.29%), AVXC (7.93%), DFNM (7.32%).

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VESTMENT FINANCIAL LLC

VESTMENT FINANCIAL LLC
Latest filing: 2026-03-31

VESTMENT FINANCIAL LLC runs VESTMENT FINANCIAL LLC and currently holds 41 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $212.33M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. VESTMENT FINANCIAL LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, VESTMENT FINANCIAL LLC's portfolio at VESTMENT FINANCIAL LLC has delivered returns of +16.36%. Their 3-year annualized return is +16.11%. Looking at the 5-year horizon, VESTMENT FINANCIAL LLC has achieved +16.11% annualized returns at VESTMENT FINANCIAL LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.36%
#0/1000
3 Year
+16.11%
#0/1000
5 Year
+16.11%
#0/1000

Portfolio Value

$212.33M

Alpha Score

14.7

#0 of 1000

Holdings

41

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change