DOSSIER · 13F-HR · Q2 2026
Vested Financial Planning, LLC
$149M in tracked AUM across 29 positions as of Q2 2026.
VF
CIK 0002044679 · last filed Jun 30, 2026
AI Analysis · Q2 2026
SEC 13F Filing Analysis: Vested Financial Planning, LLC
1. Portfolio Overview
Vested Financial Planning, LLC manages a concentrated yet broadly diversified portfolio with a total market value of $129.86 million as of December 31, 2025. The firm experienced significant growth during the quarter, with total assets under management (AUM) increasing by 41.4%, rising from $91.81 million in the prior quarter. The portfolio consists of 30 holdings, indicating a focus on core exposure...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.