Vested Financial Planning, LLC

Q2 2026 13F-HR Holdings

Location
San Carlos, CA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$148,876
Net value change ($000)
+17,624 (13.4%)
New positions
3
Sold out positions
1
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,713 12.4%
VOO 2,763 16.7%
DFNM 2,134 22.0%
VTEB 1,807 26.9%
DUHP 1,145 18.5%
VXF 845 21.1%
SPDW 761 11.1%
DFAX 730 3.9%
MUST 539 NEW
AOR 407 NEW
Top Reduces (Value $000, Stocks/ETFs)
ABNB -271 -100.0%
VEA -2 -0.9%
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