Vestia Personal Wealth Advisors has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 112 separate positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with Dimensional Fund Advisors (DFA) and Vanguard funds comprising the majority of the holdings. Notable ETF positions include the Dimensional U.S. Core Equity 2 ETF, the Dimensional International Value ETF, and the Vanguard S&P 500 ETF. The firm also holds a significant number of Innovator ETFs, including the Innovator Laddered Allocation Power Buffer ETF and the Innovator Defined Wealth Shield ETF.
Among individual stock holdings, Apple Inc. is the largest, with 11,016 shares. Microsoft Corporation follows with 3,863 shares, and NVIDIA Corporation holds 8,604 shares. Other notable individual stock positions include Amazon.com Inc. (6,146 shares), Alphabet Inc. Class A (3,910 shares), and Broadcom Inc. (3,075 shares).
The filing also lists several other corporate stocks, including Berkshire Hathaway Inc. Class B (1,300 shares), Caterpillar Inc. (1,138 shares), and Eli Lilly & Co. (768 shares). The total number of shares listed for all positions combined is 264,236,146.
