VESTIA PERSONAL WEALTH ADVISORS

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    fort wayne, IN
  • CIK
    0002033299
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

95

$121.47M
DFAT, DFIC, DFAC, DFIV
13F-HR
Jan 27, 2025
000203329925000001

82

$106.12M
DFAT, DFIV, DFIC, DFAC
13F-HR
Nov 5, 2024
000183126324000008

74

$93.74M
DFAT, DFIV, DFIC, DFAC
13F-HR
Aug 9, 2024
000203329924000001
Vestia Personal Wealth Advisors 13F Filings