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VESTIA PERSONAL WEALTH ADVISORS | Tormere

VESTIA PERSONAL WEALTH ADVISORS

Est. AUM

$212.8M

13F long equity, this entity only

Positions

99

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$19.8M	374794	9.29%	SOLE
2	DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$19.7M	603957	9.24%	SOLE
3	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	ETF	$18.2M	574815	8.55%	SOLE
4	DIMENSIONAL US MARKETWIDE VALUE ETF	ETF	$12.1M	249589	5.68%	SOLE
5	DIMENSIONAL U.S. TARGETED VALUE ETF	ETF	$11.6M	185260	5.44%	SOLE
6	DIMENSIONAL US SMALL CAP VALUE ETF	ETF	$10.6M	302774	4.99%	SOLE
7	VANGUARD S&P 500 ETF	ETF	$10.0M	16809	4.72%	SOLE
8	DIMENSIONAL U.S. SMALL CAP ETF	ETF	$8.3M	116589	3.90%	SOLE
9	DIMENSIONAL NATIONAL MUNICIPAL BOND ETF	ETF	$7.1M	147771	3.33%	SOLE
10	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	ETF	$6.0M	174654	2.83%	SOLE
11	DIMENSIONAL US LARGE CAP VALUE ETF	ETF	$5.9M	165869	2.78%	SOLE
12	DIMENSIONAL EMERGING MARKETS VALUE ETF	ETF	$5.6M	167911	2.65%	SOLE
13	DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF	ETF	$5.4M	113433	2.56%	SOLE
14	DIMENSIONAL U.S. EQUITY MARKET ETF	ETF	$4.7M	65777	2.19%	SOLE
15	DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	ETF	$4.0M	83053	1.87%	SOLE
16	DIMENSIONAL GLOBAL REAL ESTATE ETF	ETF	$4.0M	149240	1.86%	SOLE
17	DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	ETF	$3.9M	98937	1.83%	SOLE
18	DIMENSIONAL ULTRASHORT FIXED INCOME ETF	ETF	$3.3M	64438	1.54%	SOLE
19	APPLE INC COM	Stock	$2.6M	10262	1.22%	SOLE
20	DIMENSIONAL WORLD EQUITY ETF	ETF	$2.1M	28165	0.98%	SOLE
21	DIMENSIONAL INTERNATIONAL SMALL CAP ETF	ETF	$1.9M	55907	0.88%	SOLE
22	DIMENSIONAL US CORE EQUITY MARKET ETF	ETF	$1.8M	39547	0.84%	SOLE
23	DIMENSIONAL US REAL ESTATE ETF	ETF	$1.8M	74624	0.83%	SOLE
24	INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF	ETF	$1.7M	33783	0.78%	SOLE
25	DIMENSIONAL CORE FIXED INCOME ETF	ETF	$1.5M	36675	0.73%	SOLE
26	NVIDIA CORPORATION COM	Stock	$1.5M	8581	0.70%	SOLE
27	DIMENSIONAL US CORE EQUITY 1 ETF	ETF	$1.4M	18970	0.64%	SOLE
28	INNOVATOR US EQUITY ACCELERATED ETF	ETF	$1.4M	34538	0.64%	SOLE
29	DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF	ETF	$1.3M	31840	0.62%	SOLE
30	DIMENSIONAL US VECTOR EQUITY ETF	ETF	$1.2M	20806	0.58%	SOLE
31	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$1.2M	31257	0.57%	SOLE
32	FIDELITY ENHANCED LARGE CAP VALUE ETF	ETF	$1.2M	33713	0.55%	SOLE
33	AMAZON COM INC COM	Stock	$1.0M	5025	0.49%	SOLE
34	MICROSOFT CORP COM	Stock	$1.0M	2822	0.49%	SOLE
35	ALPHABET INC CAP STK CL A	Stock	$1.0M	3546	0.48%	SOLE
36	STATE STREET SPDR S&P 500 ETF	ETF	$976K	1501	0.46%	SOLE
37	DIMENSIONAL US HIGH PROFITABILITY ETF	ETF	$821K	22323	0.39%	SOLE
38	CATERPILLAR INC COM	Stock	$765K	1080	0.36%	SOLE
39	TESLA INC COM	Stock	$718K	1931	0.34%	SOLE
40	JOHNSON & JOHNSON COM	Stock	$690K	2824	0.32%	SOLE
41	VANGUARD TOTAL STOCK MARKET ETF	ETF	$677K	2111	0.32%	SOLE
42	ELI LILLY & CO COM	Stock	$668K	726	0.31%	SOLE
43	BROADCOM INC COM	Stock	$659K	2129	0.31%	SOLE
44	STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	ETF	$646K	6825	0.30%	SOLE
45	STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	ETF	$640K	11318	0.30%	SOLE
46	ISHARES S&P SMALL-CAP 600 VALUE ETF	ETF	$630K	5325	0.30%	SOLE
47	VANECK URANIUM AND NUCLEAR ETF	ETF	$620K	4652	0.29%	SOLE
48	ISHARES CORE S&P 500 ETF	ETF	$608K	932	0.29%	SOLE
49	STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF	ETF	$587K	13910	0.28%	SOLE
50	STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	ETF	$580K	7341	0.27%	SOLE

1–50 of 99

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.