Vestation Financial LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing was signed by Katherine Vessenes, the Founder, CEO, and Chief Compliance Officer of the firm, located in Chanhassen, Minnesota.
The report lists 44 separate holdings, with the majority of the portfolio allocated to exchange-traded funds (ETFs). The top holdings include Dimensional ETF Trust International Core Equity, which accounts for 21,321,158 shares, and Dimensional ETF Trust US Core Equity 2 ETF, which holds 53,810,533 shares. Other significant positions include Dimensional ETF Trust International Small Cap Value, Dimensional ETF Trust US Targeted Value, and Dimensional ETF Trust Inflation Protection.
Outside of the ETF space, the portfolio includes individual stock positions such as Apple Inc., Microsoft Corp., and Lowe's Cos. Inc. The filing also lists several other ETFs from issuers including American Century Investments, iShares Inc., Schwab Strategic Trust, and SPDR Series Trust.
