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Vested Financial Planning, LLC

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13F filer, CIK 2044679, SAN CARLOS, CA

Vested Financial Planning, LLC reported $123,288,003 across 30 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-29. Its ten largest share positions make up 88.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044679-25-000002

Period
2025-09-30
Reported value
$123M
Holdings
30
Top 10 weight
88.73%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+18,393$709K
DFCFadded+13,638$583K
RBLXnew+3,476$481K
VTadded+3,130$431K
DFNMadded+7,756$372K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-1,000-$255K
VOOreduced-139-$85.1K
ABNBreduced-644-$78.2K
VTEBreduced-1,089-$54.5K
VXFreduced-257-$53.8K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002044679-25-000002, largest first. % of portfolio is the value over $123,288,003, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,099,986 shares; 2025Q1: 1,040,633 shares; 2025Q2: 957,555 shares; 2025Q3: 975,948 shares 975,948$37.6M30.53%+18,393Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 636,212 shares; 2025Q1: 579,625 shares; 2025Q2: 546,110 shares; 2025Q3: 553,615 shares 553,615$17.4M14.09%+7,505Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,849 shares; 2025Q1: 22,159 shares; 2025Q2: 24,773 shares; 2025Q3: 24,634 shares 24,634$15.1M12.24%-139Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186,803 shares; 2025Q1: 182,823 shares; 2025Q2: 185,768 shares; 2025Q3: 193,524 shares 193,524$9.29M7.53%+7,756Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 161,514 shares; 2025Q1: 161,684 shares; 2025Q2: 149,831 shares; 2025Q3: 163,469 shares 163,469$6.99M5.67%+13,638Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,785 shares; 2025Q3: 169,653 shares 169,653$6.41M5.2%+2,868Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130,290 shares; 2025Q1: 130,548 shares; 2025Q2: 128,197 shares; 2025Q3: 129,161 shares 129,161$5.53M4.48%+964Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,262 shares; 2025Q1: 85,568 shares; 2025Q2: 103,354 shares; 2025Q3: 102,265 shares 102,265$5.12M4.15%-1,089Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,647 shares; 2025Q1: 13,978 shares; 2025Q2: 16,969 shares; 2025Q3: 16,712 shares 16,712$3.5M2.84%-257Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,046 shares; 2025Q1: 10,696 shares; 2025Q2: 10,696 shares; 2025Q3: 9,696 shares 9,696$2.47M2%-1,000Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,288 shares; 2025Q1: 43,332 shares; 2025Q2: 36,079 shares; 2025Q3: 38,769 shares 38,769$2.09M1.7%+2,690Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,338 shares; 2025Q1: 38,748 shares; 2025Q2: 40,005 shares; 2025Q3: 40,026 shares 40,026$1.87M1.52%+21Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,012 shares; 2025Q1: 3,012 shares; 2025Q2: 3,012 shares; 2025Q3: 3,814 shares 3,814$1.25M1.02%+802Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,251 shares; 2025Q1: 18,251 shares; 2025Q2: 17,278 shares; 2025Q3: 19,336 shares 19,336$903K0.73%+2,058Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,618 shares; 2025Q3: 15,690 shares 15,690$872K0.71%+1,072Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,205 shares; 2025Q1: 6,284 shares; 2025Q2: 6,417 shares; 2025Q3: 8,340 shares 8,340$836K0.68%+1,923Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,184 shares; 2025Q1: 2,709 shares; 2025Q2: 2,922 shares; 2025Q3: 6,052 shares 6,052$834K0.68%+3,130Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 957 shares; 2025Q1: 967 shares; 2025Q2: 980 shares; 2025Q3: 1,185 shares 1,185$789K0.64%+205Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares 1,050$630K0.51%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,970 shares; 2025Q1: 5,013 shares; 2025Q2: 5,066 shares; 2025Q3: 6,348 shares 6,348$593K0.48%+1,282Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,199 shares; 2025Q1: 10,199 shares; 2025Q2: 8,798 shares; 2025Q3: 9,866 shares 9,866$505K0.41%+1,068Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,476 shares 3,476$481K0.39%newTimeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,169 shares; 2025Q1: 3,940 shares; 2025Q2: 3,940 shares; 2025Q3: 4,019 shares 4,019$470K0.38%+79Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares 461$344K0.28%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,943 shares; 2025Q1: 8,484 shares; 2025Q2: 8,446 shares; 2025Q3: 9,876 shares 9,876$270K0.22%+1,430Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,507 shares; 2025Q3: 2,882 shares 2,882$254K0.21%+375Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,504 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,731 shares 2,731$254K0.21%+55Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,990 shares; 2025Q1: 2,171 shares; 2025Q2: 2,496 shares; 2025Q3: 1,852 shares 1,852$225K0.18%-644Timeline
JMSIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,733 shares; 2025Q1: 4,173 shares; 2025Q2: 4,173 shares; 2025Q3: 4,173 shares 4,173$210K0.17%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,373 shares 3,373$202K0.16%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002044679-25-000002 base2025-10-29acceptance time not in the bulk data set