Vested Financial Planning, LLC
All 13F Filings
- Location
- San Carlos, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 148,876
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/5/2026 | 29 | 148,876 | 13F-HR | Vested Financial Planning, LLC |
| Q1 2026 | 4/16/2026 | 27 | 131,252 | 13F-HR | Vested Financial Planning, LLC |
| Q4 2025 | 1/23/2026 | 30 | 129,860 | 13F-HR | Vested Financial Planning, LLC |
| Q3 2025 | 10/29/2025 | 30 | 123,288 | 13F-HR | Vested Financial Planning, LLC |
| Q2 2025 | 7/22/2025 | 28 | 112,415 | 13F-HR | Vested Financial Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.728 K | 1.8% | 7 | 0 | 7 |
| ETFs | 146.1 K | 98.2% | 17.62 K | 0 | 17.62 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
148,876
Holdings
29
QoQ value change ($000)
17,624
(13.4%)
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.