Vested Financial Planning, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    san carlos, CA
  • CIK
    0002044679
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

28

$112.42 M
DFAC, DFAX, VOO, DFNM
13F-HR
Jul 22, 2025
000108514625004016

25

$100.07 M
DFAC, DFAX, VOO, DFNM
13F-HR
Apr 30, 2025
000108514625002456

25

$105.56 M
DFAC, DFAX, VOO, DFNM
13F-HR
Jan 28, 2025
000108514625000585