Vested Financial Planning, LLC

Q3 2026 13F-HR Holdings

Location
San Carlos, CA
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$143,005
Net value change ($000)
-5,871 (-3.9%)
New positions
7
Sold out positions
6
Turnover %
18.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SUB 8,714 NEW
GOOGL 2,121 NEW
SCMB 2,077 NEW
DFAC 1,907 4.5%
DFAX 1,060 5.5%
BBUS 982 NEW
FSMB 696 NEW
VEA 452 211.2%
DFCF 388 5.2%
SPMD 318 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFNM -8,407 -71.0%
DUHP -7,344 -100.0%
VOO -2,129 -11.0%
VTEB -1,795 -21.1%
SPDW -1,020 -13.4%
VXF -958 -19.7%
SPY -922 -100.0%
AGG -889 -100.0%
EFA -707 -100.0%
MUST -539 -100.0%
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