Vested Financial Planning, LLC

Q3 2025 13F-HR Holdings

Location
San Carlos, CA
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
30
Total value ($000)
$123,288
Net value change ($000)
+10,873 (9.7%)
New positions
2
Sold out positions
0
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 3,323 9.7%
DFAX 1,333 8.3%
VOO 1,013 7.2%
DFCF 658 10.4%
RBLX 481 NEW
DUHP 477 8.0%
DFNM 474 5.4%
VT 459 122.4%
VTI 336 36.7%
SPDW 336 6.5%
Top Reduces (Value $000, Stocks/ETFs)
ABNB -105 -31.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type