Vestment Financial LLC
All 13F Filings
- Location
- Chanhassen, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 223,752
- Description
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- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 44 | 223,752 | 13F-HR | Vestment Financial LLC |
| Q2 2026 | 7/24/2026 | 41 | 223,088 | 13F-HR | Vestment Financial LLC |
| Q1 2026 | 5/1/2026 | 42 | 212,331 | 13F-HR | Vestment Financial LLC |
| Q4 2025 | 1/23/2026 | 44 | 192,829 | 13F-HR | Vestment Financial LLC |
| Q3 2025 | 10/16/2025 | 40 | 175,281 | 13F-HR | Vestment Financial LLC |
| Q2 2025 | 7/15/2025 | 39 | 157,695 | 13F-HR | Vestment Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.46 K | 10.9% | 3.007 K | 0 | 3.007 K |
| ETFs | 199.3 K | 89.1% | 0 | 2.345 K | -2.345 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
223,752
Holdings
44
QoQ value change ($000)
664
(0.3%)
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.