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:
56.37%
Gain +0.96%
Monthly
1.64%
Yearly
21.52%
Drawdown
20.52%
$309.38M
Equity
Holdings
$309.38M
Investment
$253.71M
$60.1M
Profit +$1.55M
Realized
$4.44M
Unrealized
$55.67M
Dividends
$7.54M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.96%
Profit
$1.55M
Win %
81%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.42M
Win %
81%
This Month
Compared to last month
Gain
0.7%
Profit
$2.16M
Win %
81%
This Year
Compared to last year
Gain
2.06%
Profit
$4.9M
Win %
81%
NSPR InspireMD Inc.
+4.34%
+$495.83 
LLY Eli Lilly and Company
+3.83%
+$35,001.81 
NFLX Netflix, Inc.
+3.19%
+$7,110 
ORCL Oracle Corporation
+3.03%
+$6,498.36 
HSY The Hershey Company
+2.73%
+$9,040.64 
FSCO FS Credit Opportunities Corp.
+2.61%
+$2,316.99 
IBM International Business Machines Corporation
+2.52%
+$8,828.12 
NLR VanEck Uranium and Nuclear ETF
+1.79%
+$7,861.88 
MU Micron Technology, Inc.
+1.62%
+$4,155.99 
WMT Walmart Inc.
+1.56%
+$5,457.15 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.46%
+$5,087.07 
VB Vanguard Small-Cap ETF
+1.43%
+$7,610.9 
IJS iShares S&P Small-Cap 600 Value ETF
+1.36%
+$9,252.75 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.32%
+$9,214.59 
DFAS Dimensional U.S. Small Cap ETF
+1.3%
+$121,366.82 
MSFT Microsoft Corp.
+1.25%
+$19,756.54 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.24%
+$4,305.31 
DFSI Dimensional International Sustainability Core 1 ETF
+1.23%
+$5,486.25 
GS The Goldman Sachs Group, Inc.
+1.14%
+$2,100 
DFSV Dimensional US Small Cap Value ETF
+1.14%
+$143,868.97 
DFAT Dimensional US Targeted Value ETF
+1.12%
+$139,821.47 
DIHP Dimensional International High Profitability Portfolio
+1.07%
+$4,137.12 
DFAR Dimensional US Real Estate ETF
+1%
+$16,722.72 
VIG Vanguard Dividend Appreciation ETF
+0.95%
+$2,333.56 
VO Vanguard Mid-Cap ETF
+0.94%
+$1,972.49 
DFSU Dimensional US Sustainability Core 1 ETF
+0.86%
+$5,282.85 
DUHP Dimensional US High Profitability ETF
+0.85%
+$15,283.13 
DXUV Dimensional US Vector Equity ETF
+0.82%
+$11,877.04 
VTV Vanguard Value ETF
+0.82%
+$2,964.78 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$39,206.54 
DFIV Dimensional International Value ETF
+0.78%
+$173,484.09 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.77%
+$3,005.19 
DFAI Dimensional International Core Equity Market ETF
+0.77%
+$9,963.14 
VONV Vanguard Russell 1000 Value Index Fund
+0.75%
+$3,344.04 
DXIV Dimensional International Vector Equity ETF
+0.74%
+$4,073.43 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.72%
+$5,085.9 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$1,474.61 
DFIC Dimensional International Core Equity Market ETF
+0.71%
+$165,854.76 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.7%
+$55,610.55 
DFLV Dimensional US Large Cap Value ETF
+0.69%
+$55,042.33 
FELV Fidelity Enhanced Large Cap Value ETF
+0.67%
+$9,218.33 
DFUV Dimensional US Marketwide Value ETF
+0.66%
+$92,454.12 
DISV Dimensional International Small Cap Equity Fund
+0.65%
+$35,124.37 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.65%
+$209,597.21 
DCOR Dimensional US Core Equity 1 ETF
+0.61%
+$12,003.36 
DFNM Dimensional National Municipal Bond ETF
+0.6%
+$49,906.36 
DFCF Dimensional Core Fixed Income ETF
+0.59%
+$6,271.92 
AGG iShares Core U.S. Aggregate Bond ETF
+0.59%
+$1,242.08 
BAC Bank of America Corporation
+0.58%
+$1,093.5 
GOOGL Alphabet Inc
+0.58%
+$6,707.09 
IJAN Innovator International Developed Power Buffer ETF - January
+0.58%
+$2,365.47 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.57%
+$2,403.18 
DFAW Dimensional World Equity ETF
+0.56%
+$14,298.34 
GOOG Alphabet Inc
+0.51%
+$2,662.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.5%
+$4,053.28 
DFIP Dimensional Inflation-Protected Securities ETF
+0.48%
+$7,550.41 
DFAU Dimensional US Core Equity Market ETF
+0.46%
+$9,739.49 
SCHK Schwab 1000 Index ETF
+0.45%
+$1,264.07 
AMZN Amazon.com Inc
+0.44%
+$5,875.86 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.42%
+$2,421.35 
DFUS Dimensional U.S. Equity Market ETF
+0.42%
+$23,097.37 
DFIS Dimensional International Small Cap ETF
+0.42%
+$9,446.7 
DFGP Dimensional Global Core Fixed Income Fund
+0.4%
+$67,006.28 
VOO Vanguard S&P 500 ETF
+0.39%
+$51,218.9 
PG Procter & Gamble Co
+0.38%
+$1,017.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.36%
+$30,350.1 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$4,063.68 
CWI SPDR MSCI ACWI ex-US ETF
+0.35%
+$1,901.2 
IVV iShares Core S&P 500 ETF
+0.34%
+$2,491.75 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
+0.28%
+$2,023.92 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.27%
+$1,232.61 
XTAP Innovator U.S. Equity Accelerated Plus ETF
+0.26%
+$1,458.33 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$940.54 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.2%
+$8,692.78 
KO The Coca-Cola Company
+0.2%
+$720.58 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
+0.2%
+$497.42 
META Meta Platforms Inc Class A
+0.19%
+$1,019.6 
XTJA Innovator U.S. Equity Acceleration Plus Fund
+0.18%
+$483.3 
XBFR Innovator Equity Managed 10 Buffer ETF
+0.17%
+$767.94 
BUFF Innovator Laddered Allocation Fund
+0.13%
+$2,182.95 
BALT Inn Defined Wealth Shield Mutual Fund
+0.1%
+$706.86 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.09%
+$324.88 
JNJ Johnson & Johnson
+0.08%
+$571.75 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$241.27 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$1,258.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.03%
+$87.5 
PWR Quanta Services Inc.
-2.14%
-$6,547.05 
NVDA NVIDIA Corporation
-1.74%
-$32,139.15 
XOM Exxon Mobil Corporation
-1.64%
-$10,237 
CHAT Roundhill Generative AI & Technology ETF
-1.58%
-$6,899.66 
CVX Chevron Corporation
-1.48%
-$7,642.67 
GEV GE Vernova Inc.
-1.42%
-$2,787.21 
CAT Caterpillar Inc.
-1.27%
-$10,266.82 
PANW Palo Alto Networks, Inc.
-1.11%
-$3,881.29 
TSLA Tesla, Inc.
-1.01%
-$5,542.59 
MPLX MPLX LP
-0.92%
-$3,402.6 
NUE Nucor Corporation
-0.89%
-$2,676.71 
DFAE Dimensional Emerging Core Equity Market ETF
-0.84%
-$3,082.24 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.77%
-$54,521.7 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.71%
-$1,804.6 
DFEV Dimensional Emerging Markets Value ETF
-0.67%
-$102,908.96 
XLK State Street Technology Select Sector SPDR ETF
-0.52%
-$2,573.97 
AVGO Broadcom Inc.
-0.5%
-$3,728.15 
CL Colgate-Palmolive Company
-0.42%
-$933.27 
DLS WisdomTree International SmallCap Dividend Fund
-0.32%
-$927.85 
GWX SPDR S&P International Small Cap ETF
-0.21%
-$1,335.32 
VWO Vanguard FTSE Emerging Markets ETF
-0.2%
-$520.14 
SPEM SPDR Portfolio Emerging Markets ETF
-0.17%
-$524.25 
JPM JPMorgan Chase & Co.
-0.15%
-$626.79 
AAPL Apple Inc.
-0.1%
-$3,465.33 
COST Costco Wholesale Corporation
-0.08%
-$187.92 
TQQQ ProShares UltraPro QQQ
-0.03%
-$3,088.88 Events
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Dividends
Dividend Analysis
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| Trades 770 | Longs Won 620/770 80% | Profit Factor 25.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $338,232.25 |
| Average Win $100,871.69 | Best Trade (Oct 15) $4.82M | Sharpe Ratio -12.53 |
| Average Loss -$16,263.43 | Worst Trade (Oct 14) -$453,566.47 | Z-Score 26.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $78,053.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,501 | $2.3M | $3.6M | - | $1.3M | 56.32% | -0.096% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,218 | $220,157.4 | $211,552.84 | - | -$8,604.56 | -3.91% | +0.591% |
| AMZN Amazon.com Inc | 5,223 | $1.11M | $1.33M | - | $218,647.88 | 19.62% | +0.443% |
| AVGO Broadcom Inc. | 2,155 | $423,841.6 | $742,440.6 | - | $318,599 | 75.17% | -0.5% |
| BAC Bank of America Corporation | 3,645 | $207,706 | $188,410.05 | - | -$19,295.95 | -9.29% | +0.584% |
| BALT Inn Defined Wealth Shield Mutual Fund | 20,196 | $655,897.22 | $707,970.78 | - | $52,073.56 | 7.94% | +0.1% |
| BRK-B Berkshire Hathaway Inc. | 766 | $321,775.33 | $403,425.37 | - | $81,650.04 | 25.37% | +0.06% |
| BSV Vanguard Short-Term Bond ETF | 6,068 | $469,359.5 | $464,596.42 | - | -$4,763.08 | -1.01% | +0.203% |
| BUFF Innovator Laddered Allocation Fund | 31,185 | $1.34M | $1.69M | - | $355,168.91 | 26.57% | +0.129% |
| CAT Caterpillar Inc. | 1,083 | $388,639.83 | $800,878.5 | - | $412,238.67 | 106.07% | -1.266% |
| CHAT Roundhill Generative AI & Technology ETF | 5,149 | $318,466 | $428,860.21 | - | $110,394.21 | 34.66% | -1.583% |
| CL Colgate-Palmolive Company | 2,393 | $189,250.11 | $221,089.27 | - | $31,839.16 | 16.82% | -0.42% |
| COST Costco Wholesale Corporation | 232 | $217,077.16 | $227,636.08 | - | $10,558.92 | 4.86% | -0.082% |
| CVX Chevron Corporation | 2,323 | $339,935.63 | $508,156.25 | - | $168,220.62 | 49.49% | -1.482% |
| CWI SPDR MSCI ACWI ex-US ETF | 13,580 | $474,214 | $541,570.4 | - | $67,356.4 | 14.2% | +0.352% |
| DCOR Dimensional US Core Equity 1 ETF | 23,536 | $1.72M | $1.98M | - | $262,227.24 | 15.26% | +0.61% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 722,749 | $26.61M | $32.65M | - | $6.04M | 22.71% | +0.646% |
| DFAE Dimensional Emerging Core Equity Market ETF | 9,632 | $250,963.61 | $364,571.2 | - | $113,607.59 | 45.27% | -0.838% |
| DFAI Dimensional International Core Equity Market ETF | 31,629 | $966,274.15 | $1.31M | - | $346,487.49 | 35.86% | +0.765% |
| DFAR Dimensional US Real Estate ETF | 68,256 | $1.56M | $1.68M | - | $120,403.84 | 7.71% | +1.004% |
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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 - $1.44M, VANGUARD TOTAL STOCK MKT ETF - $1.21M, Dimensional International Core Equity Market ETF - $1.11M, Dimensional International Value ETF - $952,584.57, and Dimensional US Targeted Value ETF - $418,934.94. 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 $7.54M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $952,584.57, Dimensional International Core Equity Market ETF - $895,206.75, Dimensional US Targeted Value ETF - $385,147.6, Dimensional National Municipal Bond ETF - $366,621.51, and Dimensional US Marketwide Value ETF - $363,655.57. 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.
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