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:
3.64%
Gain
Monthly
0.15%
Yearly
1.76%
Drawdown
34.08%
$259.53M
Equity
Holdings
$259.53M
Investment
$204.76M
$58.61M
Profit -$1.32M
Realized
$3.83M
Unrealized
$54.78M
Dividends
$6.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.32M
Win %
85%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$147,348.26
Win %
85%
This Month
Compared to last month
Gain
0.23%
Profit
$598,298.8
Win %
85%
This Year
Compared to last year
Gain
13.46%
Profit
$30.46M
Win %
84%
IBM International Business Machines Corporation
+3.06%
+$10,245.56 
HSY The Hershey Company
+2.66%
+$9,178.84 
KO The Coca-Cola Company
+2.59%
+$8,283.8 
CL Colgate-Palmolive Company
+2.58%
+$5,715.92 
COST Costco Wholesale Corporation
+2.52%
+$6,727.93 
DFAR Dimensional US Real Estate ETF
+2.02%
+$39,923.84 
WMT Walmart Inc.
+1.96%
+$6,624.2 
PG Procter & Gamble Co
+1.78%
+$4,628.79 
AAPL Apple Inc.
+1.68%
+$56,338.38 
MSFT Microsoft Corp.
+1.63%
+$18,173.68 
MPLX MPLX LP
+1.5%
+$5,424.9 
DFGR Dimensional Global Real Estate ETF
+1.48%
+$64,919.4 
DFSV Dimensional US Small Cap Value ETF
+1.34%
+$158,956.35 
DFAT Dimensional US Targeted Value ETF
+1.33%
+$173,218.1 
JNJ Johnson & Johnson
+1.32%
+$9,177.99 
IJS iShares S&P Small-Cap 600 Value ETF
+1.31%
+$9,478.5 
CVX Chevron Corporation
+1.24%
+$5,252.22 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.24%
+$9,213.75 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.19%
+$4,298.65 
XOM Exxon Mobil Corporation
+0.9%
+$4,061.19 
LLY Eli Lilly and Company
+0.9%
+$7,543.14 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.64%
+$4,470.61 
DXUV Dimensional US Vector Equity ETF
+0.6%
+$8,426.43 
VONV Vanguard Russell 1000 Value Index Fund
+0.6%
+$2,581.15 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.52%
+$1,945.82 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$1,165.64 
FSCO FS Credit Opportunities Corp.
+0.42%
+$346.6 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$1,478.39 
FELV Fidelity Enhanced Large Cap Value ETF
+0.39%
+$5,394.08 
DFAS Dimensional U.S. Small Cap ETF
+0.34%
+$32,061.97 
VTV Vanguard Value ETF
+0.32%
+$1,145.88 
DFLV Dimensional US Large Cap Value ETF
+0.23%
+$14,928.21 
VB Vanguard Small-Cap ETF
+0.11%
+$620.71 
NFLX Netflix, Inc.
+0.07%
+$171.3 
DUHP Dimensional US High Profitability ETF
+0.05%
+$444.23 
NSPR InspireMD Inc.
0%
$0 
ORCL Oracle Corporation
-6.17%
-$13,554.05 
CHAT Roundhill Generative AI & Technology ETF
-5.62%
-$25,590.53 
TQQQ ProShares UltraPro QQQ
-5.6%
-$644,185.92 
NLR VanEck Uranium and Nuclear ETF
-4.65%
-$23,655.42 
AVGO Broadcom Inc.
-4.59%
-$38,534.9 
GOOG Alphabet Inc
-4.45%
-$24,015.13 
GOOGL Alphabet Inc
-4.43%
-$58,296.28 
CAT Caterpillar Inc.
-4.18%
-$41,299.19 
PWR Quanta Services Inc.
-2.95%
-$8,844.99 
NVDA NVIDIA Corporation
-2.84%
-$51,743.43 
META Meta Platforms Inc Class A
-2.72%
-$13,619.68 
XLK State Street Technology Select Sector SPDR ETF
-2.5%
-$11,804 
DFAE Dimensional Emerging Core Equity Market ETF
-2.03%
-$7,586.24 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.95%
-$132,737.04 
DFEV Dimensional Emerging Markets Value ETF
-1.87%
-$129,291.47 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.85%
-$6,412.5 
AMZN Amazon.com Inc
-1.32%
-$16,884.05 
VWO Vanguard FTSE Emerging Markets ETF
-1.28%
-$3,469.4 
SPEM SPDR Portfolio Emerging Markets ETF
-1.27%
-$3,980.43 
GWX SPDR S&P International Small Cap ETF
-1.26%
-$7,720.05 
CWI SPDR MSCI ACWI ex-US ETF
-1.25%
-$6,857.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$5,349.52 
TSLA Tesla, Inc.
-1.05%
-$7,975.01 
JPM JPMorgan Chase & Co.
-1.03%
-$4,306.74 
DFSI Dimensional International Sustainability Core 1 ETF
-0.96%
-$4,653.88 
DXIV Dimensional International Vector Equity ETF
-0.84%
-$4,147.8 
DFUS Dimensional U.S. Equity Market ETF
-0.8%
-$43,412.82 
DFAI Dimensional International Core Equity Market ETF
-0.78%
-$10,158.52 
SCHK Schwab 1000 Index ETF
-0.76%
-$2,134 
DFIC Dimensional International Core Equity Market ETF
-0.75%
-$163,822.27 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$8,548.19 
IVV iShares Core S&P 500 ETF
-0.75%
-$5,293.77 
VOO Vanguard S&P 500 ETF
-0.74%
-$86,902.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$53,343.18 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.72%
-$5,636.39 
DFIS Dimensional International Small Cap ETF
-0.71%
-$14,256.28 
DFIV Dimensional International Value ETF
-0.69%
-$146,169.66 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
-0.62%
-$9,325.26 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.62%
-$4,147.66 
DFAW Dimensional World Equity ETF
-0.58%
-$13,660.02 
DFAU Dimensional US Core Equity Market ETF
-0.48%
-$9,886.75 
BUFF Innovator Laddered Allocation Fund
-0.38%
-$6,756.6 
IJAN Innovator International Developed Power Buffer ETF - January
-0.34%
-$1,377.74 
DFSU Dimensional US Sustainability Core 1 ETF
-0.34%
-$1,874.24 
DCOR Dimensional US Core Equity 1 ETF
-0.33%
-$5,216.75 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.33%
-$87,573.76 
DISV Dimensional International Small Cap Equity Fund
-0.31%
-$12,861.81 
DLS WisdomTree International SmallCap Dividend Fund
-0.3%
-$855.17 
XTJA Innovator U.S. Equity Acceleration Plus Fund
-0.28%
-$717.08 
XTAP Innovator U.S. Equity Accelerated Plus ETF
-0.26%
-$1,458.33 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.23%
-$1,285.58 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
-0.15%
-$355.3 
DFNM Dimensional National Municipal Bond ETF
-0.12%
-$8,866.26 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.11%
-$491.08 
DFGP Dimensional Global Core Fixed Income Fund
-0.11%
-$6,805.98 
DFIP Dimensional Inflation-Protected Securities ETF
-0.09%
-$1,114.4 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$550.06 
BALT Inn Defined Wealth Shield Mutual Fund
-0.03%
-$139.2 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$415.26 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.01%
-$322.19 
DFUV Dimensional US Marketwide Value ETF
-0.01%
-$1,247.94 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$29.9 
AGG iShares Core U.S. Aggregate Bond ETF
0%
-$7.88 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 671 | Longs Won 553/671 82% | Profit Factor 62.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $351,070.6 |
| Average Win $107,707.43 | Best Trade (Jul 14) $4.82M | Sharpe Ratio -11.37 |
| Average Loss -$8,106.74 | Worst Trade (Mar 31) -$355,526.92 | Z-Score 32.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy $87,340.7 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
