DOSSIER · 13F-HR · Q1 2026
Vestment Financial LLC
Vestment Financial's pension fund based in New York, NY — $212M in tracked AUM across 42 positions as of Q1 2026.
VF
Vestment Financial·New York, NY·Pension Fund
CIK 0002056705 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 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 — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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