Data as of Q4 2025 (Dec 31, 2025)

Vested Financial Planning, LLC

•CIK: 2044679•Filing: Q4 2025

**Vested Financial Planning, LLC** manages $130M across a diversified portfolio of 30 positions. The fund exhibits significant concentration in specific names, notably holding DFAC at $38.9M and DFAX at $18.1M. Core allocations include $16.3M in VOO, suggesting a blend of concentrated thematic bets alongside broad market exposure. This structure indicates a tactical approach balancing high-conviction single-stock plays with established index components.

Total AUM
$129.9M
QoQ Performance
+5.3%
Positions
14
Top 10 Concentration
88.5%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFAX
VOO
DFNM
DFCF
DFAC29.9%
DFAX14.0%
VOO12.6%
DFNM7.6%
DFCF5.6%
DUHP4.9%
SPDW4.7%
VTEB4.3%

📈 Biggest Buys

VOO
VANGUARD INDEX FDS
+5.8%
12.6% of portfolio
DFNM
DIMENSIONAL ETF TRUST
+5.6%
7.6% of portfolio
VTEB
VANGUARD MUN BD FDS
+7.6%
4.3% of portfolio
SPDW
SPDR INDEX SHS FDS
+6.6%
4.7% of portfolio
IUSB
ISHARES TR
+42.3%
1.0% of portfolio

📉 Biggest Sells

DUHP
DIMENSIONAL ETF TRUST
-1.0%
4.9% of portfolio
DFGR
DIMENSIONAL ETF TRUST
-5.3%
0.2% of portfolio
AAPL
APPLE INC
-0.5%
2.0% of portfolio

Sector Breakdown

Other84.5%
ETF13.2%
Technology2.0%
Consumer0.2%

Changes from Q3 2025

↑21 increased
↓3 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

DFAC29.9%
DIMENSIONAL ETF TRUST
$38.9M
DFAX14.0%
DIMENSIONAL ETF TRUST
$18.1M
VOO12.6%
VANGUARD INDEX FDS
$16.3M
DFNM7.6%
DIMENSIONAL ETF TRUST
$9.8M
DFCF5.6%
DIMENSIONAL ETF TRUST
$7.3M

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