Vested Financial Planning, LLC
Vested Financial Planning, LLC reported 29 positions worth $148.9M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: DFAC (28.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $42.8M | 28.77% | 965,539 | — | — | |
| ▸ 2 | DFAX | SH | $19.4M | 13.05% | 527,460 | — | — | |
| ▸ 3 | VOO | SH | $19.3M | 12.98% | 28,143 | — | — | |
| ▸ 4 | DFNM | SH | $11.8M | 7.96% | 245,079 | — | — | |
| ▸ 5 | VTEB | SH | $8.5M | 5.72% | 168,500 | — | — | |
| ▸ 6 | SPDW | SH | $7.6M | 5.12% | 151,131 | — | — | |
| ▸ 7 | DFCF | SH | $7.5M | 5.04% | 177,825 | — | — | |
| ▸ 8 | DUHP | SH | $7.3M | 4.93% | 175,990 | — | — | |
| ▸ 9 | VXF | SH | $4.9M | 3.26% | 19,722 | — | — | |
| ▸ 10 | AAPL | SH | $2.7M | 1.83% | 9,427 | — | — |
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Frequently Asked Questions
What stocks does Vested Financial Planning, LLC hold as of Q2 2026?
Vested Financial Planning, LLC reported 29 positions worth $148.9M in its Q2 2026 13F filing. Largest positions: DFAC (28.8%), DFAX (13.1%), VOO (13.0%), DFNM (8.0%) and VTEB (5.7%).
What did Vested Financial Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Vested Financial Planning, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.