VESTIA PERSONAL WEALTH ADVISORS Portfolio
Invests via VESTIA PERSONAL WEALTH ADVISORS | Managed by Vestia Personal Wealth Advisors (Vestia Advisors, LLC)
Invests via VESTIA PERSONAL WEALTH ADVISORS
Managed by Vestia Personal Wealth Advisors (Vestia Advisors, LLC)
Automatically Tracked
VESTIA PERSONAL WEALTH ADVISORS Profile
Independent wealth advisory firm providing personalized financial planning, investment management and retirement solutions for high-net-worth and mass-affluent clients. VESTIA PERSONAL WEALTH ADVISORS emphasizes holistic portfolio construction, tax-aware strategies and fiduciary-aligned advice; typical client focus supports AUM growth, recurring revenue and strategic partnerships with custodians and RIAs.
Independent wealth advisory firm providing personalized financial planning, investment management and retirement solutions for high-net-worth and mass-affluent clients. VESTIA PERSONAL WEALTH ADVISORS emphasizes holistic portfolio construction, tax-aware strategies and fiduciary-aligned advice; typical client focus supports AUM growth, recurring revenue and strategic partnerships with custodians and RIAs.
Investment Philosophy & Strategy
Operates a fiduciary, client-first investment approach centered on holistic portfolio construction and tax-aware wealth management for high-net-worth and mass-affluent clients. Allocates capital across diversified multi-asset sleeve strategies with emphasis on drawdown control, income generation, and tax-efficiency. Prioritizes recurring-fee AUM growth via scalable model portfolios, strategic custodian partnerships, and advice-led retention. Underwriting favors low-turnover, cost-conscious solutions, disciplined rebalancing, and horizon-driven asset allocation aligned to retirement and legacy objectives.
Operates a fiduciary, client-first investment approach centered on holistic portfolio construction and tax-aware wealth management for high-net-worth and mass-affluent clients. Allocates capital across diversified multi-asset sleeve strategies with emphasis on drawdown control, income generation, and tax-efficiency. Prioritizes recurring-fee AUM growth via scalable model portfolios, strategic custodian partnerships, and advice-led retention. Underwriting favors low-turnover, cost-conscious solutions, disciplined rebalancing, and horizon-driven asset allocation aligned to retirement and legacy objectives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
62.03%
Gain +2.61%
Monthly
1.88%
Yearly
25.02%
Drawdown
20.52%
$315.22M
Equity
Holdings
$315.22M
Investment
$253.71M
$65.94M
Profit +$4.37M
Realized
$4.44M
Unrealized
$61.5M
Dividends
$6.36M
Goals
Avg. 90% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.61%
Profit
$4.37M
Win %
83%
This Week
Compared To Last Week
Gain
1.55%
Profit
$4.82M
Win %
83%
This Month
Compared to last month
Gain
3.03%
Profit
$9.28M
Win %
83%
This Year
Compared to last year
Gain
3.99%
Profit
$10.74M
Win %
82%
NSPR InspireMD Inc.
+8.15%
+$1,472.83 
GOOGL Alphabet Inc
+0.91%
+$10,638.91 
WMT Walmart Inc.
+0.72%
+$2,442.15 
TSLA Tesla, Inc.
+0.7%
+$3,445.41 
JPM JPMorgan Chase & Co.
+0.64%
+$2,789.84 
COST Costco Wholesale Corporation
+0.52%
+$1,143.76 
DLS WisdomTree International SmallCap Dividend Fund
+0.24%
+$708.54 
GWX SPDR S&P International Small Cap ETF
+0.21%
+$1,335.32 
CWI SPDR MSCI ACWI ex-US ETF
+0.12%
+$679 
FSCO FS Credit Opportunities Corp.
+0.1%
+$89.11 
XBFR Innovator Equity Managed 10 Buffer ETF
+0.09%
+$417.21 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.07%
+$306.94 
MPLX MPLX LP
+0.03%
+$128.4 
DFIV Dimensional International Value ETF
+0.03%
+$7,976.28 
SCHK Schwab 1000 Index ETF
+0.03%
+$76.61 
DFAE Dimensional Emerging Core Equity Market ETF
+0.03%
+$96.32 
NLR VanEck Uranium and Nuclear ETF
+0.02%
+$93.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$45.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$60.84 
DFAW Dimensional World Equity ETF
+0.01%
+$304.22 
DUHP Dimensional US High Profitability ETF
+0.01%
+$210.86 
IVV iShares Core S&P 500 ETF
+0.01%
+$56.1 
VTV Vanguard Value ETF
+0.01%
+$24.57 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$30.34 
CAT Caterpillar Inc.
+0.01%
+$43.3 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$11.09 
IVE ISHARES S&P 500 VALUE ETF
0%
+$8.82 
BUFF Innovator Laddered Allocation Fund
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFIP Dimensional Inflation-Protected Securities ETF
0%
$0 
DFIS Dimensional International Small Cap ETF
0%
$0 
DFSU Dimensional US Sustainability Core 1 ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
0%
$0 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
0%
$0 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XTJA Innovator U.S. Equity Acceleration Plus Fund
0%
$0 
XTAP Innovator U.S. Equity Accelerated Plus ETF
0%
$0 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
DXIV Dimensional International Vector Equity ETF
0%
-$1.55 
DXUV Dimensional US Vector Equity ETF
0%
+$6.49 
BRK-B Berkshire Hathaway Inc.
0%
$0 
NVDA NVIDIA Corporation
-2.86%
-$53,523.58 
AAPL Apple Inc.
-1.62%
-$53,240.07 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.59%
-$2,234.82 
IBM International Business Machines Corporation
-0.41%
-$1,491.86 
DFEV Dimensional Emerging Markets Value ETF
-0.36%
-$55,129.8 
KO The Coca-Cola Company
-0.21%
-$701.11 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$9,259.7 
XOM Exxon Mobil Corporation
-0.06%
-$335.29 
IJS iShares S&P Small-Cap 600 Value ETF
-0.06%
-$426.64 
AVGO Broadcom Inc.
-0.06%
-$506.47 
ORCL Oracle Corporation
-0.05%
-$131.29 
LLY Eli Lilly and Company
-0.05%
-$475.65 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.05%
-$3,634.78 
META Meta Platforms Inc Class A
-0.05%
-$203.19 
DFLV Dimensional US Large Cap Value ETF
-0.05%
-$3,862.62 
VB Vanguard Small-Cap ETF
-0.05%
-$261.77 
HSY The Hershey Company
-0.04%
-$161.46 
GS The Goldman Sachs Group, Inc.
-0.04%
-$88.21 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$134.45 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$343.63 
NFLX Netflix, Inc.
-0.03%
-$63.2 
GOOG Alphabet Inc
-0.02%
-$121.02 
DFAI Dimensional International Core Equity Market ETF
-0.02%
-$316.29 
FELV Fidelity Enhanced Large Cap Value ETF
-0.02%
-$323.45 
NUE Nucor Corporation
-0.02%
-$70.43 
PANW Palo Alto Networks, Inc.
-0.02%
-$74.63 
PWR Quanta Services Inc.
-0.02%
-$69.59 
CHAT Roundhill Generative AI & Technology ETF
-0.02%
-$103 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$7,227.49 
MSFT Microsoft Corp.
-0.02%
-$296.14 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.02%
-$626.2 
GEV GE Vernova Inc.
-0.02%
-$41.6 
DFAR Dimensional US Real Estate ETF
-0.02%
-$341.28 
DFUV Dimensional US Marketwide Value ETF
-0.02%
-$2,498.76 
DFUS Dimensional U.S. Equity Market ETF
-0.02%
-$975.95 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.02%
-$54.64 
PG Procter & Gamble Co
-0.02%
-$42.38 
DFGR Dimensional Global Real Estate ETF
-0.02%
-$911.78 
BAC Bank of America Corporation
-0.02%
-$36.45 
AMZN Amazon.com Inc
-0.01%
-$208.97 
VOO Vanguard S&P 500 ETF
-0.01%
-$2,027.38 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$50.02 
TQQQ ProShares UltraPro QQQ
-0.01%
-$1,544.44 
DCOR Dimensional US Core Equity 1 ETF
-0.01%
-$235.36 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$30.84 
CL Colgate-Palmolive Company
-0.01%
-$23.93 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.01%
-$61.3 
SPEM SPDR Portfolio Emerging Markets ETF
-0.01%
-$29.12 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$603.82 
CVX Chevron Corporation
-0.01%
-$23.23 
DFSV Dimensional US Small Cap Value ETF
-0.01%
-$669.16 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.01%
-$34.26 
JNJ Johnson & Johnson
0%
-$27.83 
MU Micron Technology, Inc.
0%
-$2.81 
IJAN Innovator International Developed Power Buffer ETF - January
0%
-$4.25 Events
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Dividends
Dividend Analysis
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| Trades 770 | Longs Won 631/770 81% | Profit Factor 43.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $360,381.29 |
| Average Win $106,987.34 | Best Trade (Aug 17) $5.31M | Sharpe Ratio -12.53 |
| Average Loss -$11,284.68 | Worst Trade (Mar 31) -$355,526.92 | Z-Score 32.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4w | Expectancy $85,636.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,501 | $2.3M | $3.24M | - | $935,444.98 | 40.64% | -1.618% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,218 | $220,157.4 | $216,487.89 | - | -$3,669.51 | -1.67% | +0.005% |
| AMZN Amazon.com Inc | 5,223 | $1.11M | $1.43M | - | $319,112.29 | 28.64% | -0.015% |
| AVGO Broadcom Inc. | 2,155 | $423,841.6 | $921,316.35 | - | $497,474.75 | 117.37% | -0.055% |
| BAC Bank of America Corporation | 3,645 | $207,706 | $230,218.2 | - | $22,512.2 | 10.84% | -0.016% |
| BALT Inn Defined Wealth Shield Mutual Fund | 20,196 | $655,897.22 | $700,094.34 | - | $44,197.12 | 6.74% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 766 | $321,775.33 | $399,698.8 | - | $77,923.47 | 24.22% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 6,068 | $469,359.5 | $470,664.42 | - | $1,304.92 | 0.28% | +0.006% |
| BUFF Innovator Laddered Allocation Fund | 31,185 | $1.34M | $1.67M | - | $333,651.26 | 24.96% | 0.0 |
| CAT Caterpillar Inc. | 1,083 | $388,639.83 | $912,135.07 | - | $523,495.24 | 134.7% | +0.005% |
| CHAT Roundhill Generative AI & Technology ETF | 5,149 | $318,466 | $458,724.39 | - | $140,258.39 | 44.04% | -0.022% |
| CL Colgate-Palmolive Company | 2,393 | $189,250.11 | $223,171.18 | - | $33,921.07 | 17.92% | -0.011% |
| COST Costco Wholesale Corporation | 232 | $217,077.16 | $221,038 | - | $3,960.84 | 1.82% | +0.52% |
| CVX Chevron Corporation | 2,323 | $339,935.63 | $433,355.65 | - | $93,420.02 | 27.48% | -0.005% |
| CWI SPDR MSCI ACWI ex-US ETF | 13,580 | $474,214 | $561,125.6 | - | $86,911.6 | 18.33% | +0.121% |
| DCOR Dimensional US Core Equity 1 ETF | 23,536 | $1.72M | $2M | - | $286,233.96 | 16.66% | -0.012% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 722,749 | $26.61M | $33.19M | - | $6.58M | 24.72% | -0.022% |
| DFAE Dimensional Emerging Core Equity Market ETF | 9,632 | $250,963.61 | $374,106.88 | - | $123,143.27 | 49.07% | +0.026% |
| DFAI Dimensional International Core Equity Market ETF | 31,629 | $966,274.15 | $1.37M | - | $403,261.55 | 41.73% | -0.023% |
| DFAR Dimensional US Real Estate ETF | 68,256 | $1.56M | $1.81M | - | $252,820.48 | 16.19% | -0.019% |
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FAQ
Which stocks have generated the highest profits for VESTIA PERSONAL WEALTH ADVISORS?
The largest contributions to the portfolio's profits come from the following stocks: ProShares UltraPro QQQ - $1.41M, VANGUARD TOTAL STOCK MKT ETF - $1.21M, Dimensional International Core Equity Market ETF - $991,429.52, Dimensional International Value ETF - $840,071.16, and Dimensional US Targeted Value ETF - $373,192.02. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Fidelity Wise Origin Bitcoin Index Fund - $55,888.84, AutoNation Inc - $18,692.92, Nuveen Churchill Direct Lending Corp - $17,906.9, SPDR Portfolio Developed World ex-US ETF - $16,866.21, and InspireMD Inc - $11,520.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does VESTIA PERSONAL WEALTH ADVISORS's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.36M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $840,071.16, Dimensional International Core Equity Market ETF - $779,421.35, Dimensional US Targeted Value ETF - $339,404.68, Dimensional National Municipal Bond ETF - $324,824.93, and Dimensional US Marketwide Value ETF - $311,736.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are VESTIA PERSONAL WEALTH ADVISORS's monthly returns?
VESTIA PERSONAL WEALTH ADVISORS's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can VESTIA PERSONAL WEALTH ADVISORS's strategy be considered aggressive or moderate?
VESTIA PERSONAL WEALTH ADVISORS's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow VESTIA PERSONAL WEALTH ADVISORS's strategy?
VESTIA PERSONAL WEALTH ADVISORS's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
