DOSSIER · 13F-HR · Q2 2026
Vestment Financial LLC
$223M in tracked AUM across 41 positions as of Q2 2026.
VF
CIK 0002056705 · last filed Jun 30, 2026
AI Analysis · Q2 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...
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.