Vested Financial Planning, LLC

Q1 2026 13F-HR Holdings

Location
San Carlos, CA
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$131,252
Net value change ($000)
+1,392 (1.1%)
New positions
0
Sold out positions
3
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTEB 1,181 21.3%
SPDW 737 12.0%
DFAX 557 3.1%
VXF 284 7.6%
IUSB 250 19.5%
VOO 229 1.4%
SPEM 198 9.9%
IAGG 157 22.4%
DFCF 99 1.4%
DFGX 78 3.7%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -775 -2.0%
RBLX -361 -100.0%
ESGD -260 -100.0%
JMSI -210 -100.0%
SUSL -197 -40.5%
DUHP -191 -3.0%
AAPL -174 -6.6%
DFNM -130 -1.3%
VTI -64 -4.3%
QQQ -39 -6.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type