VESTIA PERSONAL WEALTH ADVISORS
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationfort wayne, IN
- CIK0002033299
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
100 | $145.98M | DFIV, DFAC, DFIC, DFAT | 13F-HR | Jul 16, 2025 | 000203329925000003 | ||
95 | $126.39M | DFIC, DFIV, DFAC, DFAT | 13F-HR | Apr 30, 2025 | 000178544525000008 | ||
95 | $121.47M | DFAT, DFIC, DFAC, DFIV | 13F-HR | Jan 27, 2025 | 000203329925000001 | ||
82 | $106.12M | DFAT, DFIV, DFIC, DFAC | 13F-HR | Nov 5, 2024 | 000183126324000008 | ||
74 | $93.74M | DFAT, DFIV, DFIC, DFAC | 13F-HR | Aug 9, 2024 | 000203329924000001 |