Vested Financial Planning
Vested Financial Planning reported 30 stocks worth $143M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are Dimensional ETF Trust (31.3%), DFAX (14.3%) and VOO (12.0%). Compared with Q2 2026, the fund opened new positions in SUB, GOOG and SCMB, added to DFAX, DFCF and DFGX, trimmed VOO, VTEB and SPDW and sold out of SPY, AGG and EFA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $44.7M | 31.3% | 1M | +41K (+4%) | 8 of 8 | |
| 2 |  DFAX Dimensional ETF Trust | $20.5M | 14.3% | 554K | +26K (+5%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $17.2M | 12.0% | 25K | −3,601 (−13%) | 8 of 8 | |
| 4 |  SUB Ishares Short Term Ntnl | $8.7M | 6.1% | 83K | New position | 1 of 8 | |
| 5 |  DFCF Dimensional Core Fixed | $7.9M | 5.5% | 197K | +19K (+11%) | 8 of 8 | |
| 6 |  VTEB Vanguard Mun BD Fds | $6.7M | 4.7% | 142K | −26K (−16%) | 8 of 8 | |
| 7 |  SPDW Spdr Developed | $6.6M | 4.6% | 131K | −20K (−13%) | 8 of 8 | |
| 8 |  VXF Vanguard Index Fds | $3.9M | 2.7% | 17K | −2,892 (−15%) | 8 of 8 | |
| 9 |  DFNM Dimensional Nationl | $3.4M | 2.4% | 75K | −170K (−70%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $2.8M | 2.0% | 8,447 | −980 (−10%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $7.3M | 176K |
 SPY Spdr S&P 500 ETF TR | $922K | 1,235 |
 AGG Ishares TR | $889K | 8,982 |
 EFA Ishares TR | $707K | 6,805 |
 MUST Columbia ETF TR I | $539K | 26K |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Vested Financial Planning 13F FAQ
What does Vested Financial Planning own?
Vested Financial Planning reported 30 stocks worth $143M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are Dimensional ETF Trust (31.3%), DFAX (14.3%) and VOO (12.0%). The table above lists every position in the filing (the top 10 without an account).
What did Vested Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 10 added to, 10 trimmed and 6 sold out. New positions include SUB, GOOG and SCMB. It sold all of SPY, AGG and EFA.
When will Vested Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Vested Financial Planning's portfolio worth?
The Q3 2026 filing reports $143M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.