DOSSIER · 13F-HR · Q3 2026
Vestment Financial LLC
$224M in tracked AUM across 44 positions as of Q3 2026.
VF
CIK 0002056705 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Vestment Financial LLC’s 13F filing for the period ending December 31, 2025, reveals a robustly growing portfolio with a total value of $192.83 million, representing a significant increase of 27.8% from the previous quarter's $150.83 million. The portfolio consists of 44 holdings, indicating a strategy that balances broad diversification with a focus on specific core vehicles.
The portfolio is heavily concentrated in Exchange Traded Funds (ETFs), which comprise the vast m...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.