Back to investors
VESTMENT FINANCIAL LLC 13F Portfolio
VESTMENT FINANCIAL LLC
Latest SEC 13F filing: 2026-06-30
VESTMENT FINANCIAL LLC runs VESTMENT FINANCIAL LLC and currently holds 41 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $223.09M. Their top holdings are DFAC, DFSD, DFIC, AVXC, DFNM. The top five represent 57.3% of reported portfolio weight. VESTMENT FINANCIAL LLC ranks #873 out of 1000 investors tracked by Alpha Score. They added to 12 existing positions. They trimmed 10 positions. Their current best-performing preview position is AVXC with returns of +23.74%.
Sign in to enable email alerts for this investor.
Top 5 Holdings
DFAC22.3%
DFSD10.5%
DFIC8.9%
AVXC8.0%
DFNM7.6%
Top 5: 57.3%
Portfolio Returns
1 Year
+18.32%
#754/10003 Year
+26.16%
#877/10005 Year
+26.16%
#872/1000Portfolio Value
$223.09M
Alpha Score
22.8
#873 of 1000
Holdings
41
Showper page
VESTMENT FINANCIAL LLC Current 13F Holdings
Reported holdings from VESTMENT FINANCIAL LLC's latest SEC 13F filing, ranked by portfolio weight.
41 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 22.27% | $35.09 | $45.31 | +29.11% | Added +0.87% |
 DFSD DIMENSIONAL ETF TRUST | 10.53% | $47.26 | $46.66 | -1.27% | Added +3.12% |
 DFIC DIMENSIONAL ETF TRUST | 8.87% | $26.68 | $37.51 | +40.59% | Added +1.80% |
 AVXC AMERICAN CENTY ETF TR | 7.97% | $58.73 | $82.21 | +39.98% | Trimmed -3.01% |
 DFNM DIMENSIONAL ETF TRUST | 7.61% | $47.85 | $46.22 | -3.41% | Added +9.80% |
 DUHP DIMENSIONAL ETF TRUST | 4.99% | $34.60 | $42.61 | +23.15% | Added +5.52% |
 AVLV AMERICAN CENTY ETF TR | 4.18% | $68.25 | $92.41 | +35.40% | Added +2.62% |
 AVRE AMERICAN CENTY ETF TR | 3.24% | $42.46 | $44.62 | +5.09% | Trimmed -2.13% |
 DFIP DIMENSIONAL ETF TRUST | 2.94% | $40.83 | $39.21 | -3.98% | Added +0.52% |
 DFAT DIMENSIONAL ETF TRUST | 2.88% | $55.99 | $67.30 | +20.20% | Added +5.42% |
Showing 1-10 of 41