Vested Financial Planning, LLC
Strategy in plain words
auto-generated from filingsVested Financial Planning, LLC is a wealth-management firm allocating client money, specialised in technology (90% of the long book), running a $131.3M US long book across 27 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL WORLD EX US CORE, VANGUARD S&P 500 ETF, DIMENSIONAL NATIONAL MUNI BD, DIMENSIONAL CORE FIXED INC.
Over the last 6 quarters its long book ran on average 0.3pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Vested Financial own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 16, 2026 | 27 | $131.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 30 | $129.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 29, 2025 | 30 | $123.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 28 | $112.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 25 | $100.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 25 | $105.6M | canonical | SEC ↗ |