VESTIA PERSONAL WEALTH ADVISORS
All 13F Filings
- Location
- Fort Wayne, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 256,043
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 112 | 256,043 | 13F-HR | VESTIA PERSONAL WEALTH ADVISORS |
| Q1 2026 | 4/14/2026 | 99 | 212,802 | 13F-HR | VESTIA PERSONAL WEALTH ADVISORS |
| Q4 2025 | 1/27/2026 | 98 | 196,819 | 13F-HR | VESTIA PERSONAL WEALTH ADVISORS |
| Q3 2025 | 10/15/2025 | 99 | 172,549 | 13F-HR | VESTIA PERSONAL WEALTH ADVISORS |
| Q2 2025 | 7/16/2025 | 100 | 145,981 | 13F-HR | VESTIA PERSONAL WEALTH ADVISORS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.01 K | 7.8% | 3.179 K | 0 | 3.179 K |
| ETFs | 236 K | 92.2% | 40.07 K | 0 | 40.07 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
256,043
Holdings
112
QoQ value change ($000)
43,241
(20.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.