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Vested Financial Planning, LLC

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13F filer, CIK 2044679, SAN CARLOS, CA

Vested Financial Planning, LLC reported $129,860,093 across 30 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 88.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044679-26-000001

Period
2025-12-31
Reported value
$130M
Holdings
30
Top 10 weight
88.46%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+1,417$889K
DFNMadded+10,800$520K
VTEBadded+7,790$392K
SPDWadded+8,584$381K
IUSBadded+8,185$381K

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
DUHPreduced-1,639-$62.3K
DFGRreduced-527-$13.9K
AAPLreduced-44-$12K

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, Q4 2025

Share positions as resolved from 13F-HR 0002044679-26-000001, largest first. % of portfolio is the value over $129,860,093, 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; 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; 2025Q4: 982,386 shares 982,386$38.9M29.95%+6,438Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 636,212 shares; 2025Q1: 579,625 shares; 2025Q2: 546,110 shares; 2025Q3: 553,615 shares; 2025Q4: 554,379 shares 554,379$18.1M13.97%+764Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,849 shares; 2025Q1: 22,159 shares; 2025Q2: 24,773 shares; 2025Q3: 24,634 shares; 2025Q4: 26,051 shares 26,051$16.3M12.58%+1,417Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186,803 shares; 2025Q1: 182,823 shares; 2025Q2: 185,768 shares; 2025Q3: 193,524 shares; 2025Q4: 204,324 shares 204,324$9.84M7.58%+10,800Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 161,514 shares; 2025Q1: 161,684 shares; 2025Q2: 149,831 shares; 2025Q3: 163,469 shares; 2025Q4: 170,638 shares 170,638$7.26M5.59%+7,169Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,785 shares; 2025Q3: 169,653 shares; 2025Q4: 168,014 shares 168,014$6.39M4.92%-1,639Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130,290 shares; 2025Q1: 130,548 shares; 2025Q2: 128,197 shares; 2025Q3: 129,161 shares; 2025Q4: 137,745 shares 137,745$6.12M4.71%+8,584Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,262 shares; 2025Q1: 85,568 shares; 2025Q2: 103,354 shares; 2025Q3: 102,265 shares; 2025Q4: 110,055 shares 110,055$5.53M4.26%+7,790Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,647 shares; 2025Q1: 13,978 shares; 2025Q2: 16,969 shares; 2025Q3: 16,712 shares; 2025Q4: 17,820 shares 17,820$3.73M2.87%+1,108Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,046 shares; 2025Q1: 10,696 shares; 2025Q2: 10,696 shares; 2025Q3: 9,696 shares; 2025Q4: 9,652 shares 9,652$2.62M2.02%-44Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,288 shares; 2025Q1: 43,332 shares; 2025Q2: 36,079 shares; 2025Q3: 38,769 shares; 2025Q4: 40,369 shares 40,369$2.12M1.64%+1,600Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,338 shares; 2025Q1: 38,748 shares; 2025Q2: 40,005 shares; 2025Q3: 40,026 shares; 2025Q4: 42,674 shares 42,674$2M1.54%+2,648Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,012 shares; 2025Q1: 3,012 shares; 2025Q2: 3,012 shares; 2025Q3: 3,814 shares; 2025Q4: 4,416 shares 4,416$1.48M1.14%+602Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,251 shares; 2025Q1: 18,251 shares; 2025Q2: 17,278 shares; 2025Q3: 19,336 shares; 2025Q4: 27,521 shares 27,521$1.28M0.99%+8,185Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,618 shares; 2025Q3: 15,690 shares; 2025Q4: 16,541 shares 16,541$894K0.69%+851Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,184 shares; 2025Q1: 2,709 shares; 2025Q2: 2,922 shares; 2025Q3: 6,052 shares; 2025Q4: 6,150 shares 6,150$867K0.67%+98Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,205 shares; 2025Q1: 6,284 shares; 2025Q2: 6,417 shares; 2025Q3: 8,340 shares; 2025Q4: 8,651 shares 8,651$864K0.67%+311Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 957 shares; 2025Q1: 967 shares; 2025Q2: 980 shares; 2025Q3: 1,185 shares; 2025Q4: 1,209 shares 1,209$824K0.63%+24Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,199 shares; 2025Q1: 10,199 shares; 2025Q2: 8,798 shares; 2025Q3: 9,866 shares; 2025Q4: 14,032 shares 14,032$702K0.54%+4,166Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050$645K0.5%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,970 shares; 2025Q1: 5,013 shares; 2025Q2: 5,066 shares; 2025Q3: 6,348 shares; 2025Q4: 6,590 shares 6,590$633K0.49%+242Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,169 shares; 2025Q1: 3,940 shares; 2025Q2: 3,940 shares; 2025Q3: 4,019 shares; 2025Q4: 4,019 shares 4,019$487K0.38%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,476 shares; 2025Q4: 4,458 shares 4,458$361K0.28%+982Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares 461$347K0.27%0Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,990 shares; 2025Q1: 2,171 shares; 2025Q2: 2,496 shares; 2025Q3: 1,852 shares; 2025Q4: 2,143 shares 2,143$291K0.22%+291Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,507 shares; 2025Q3: 2,882 shares; 2025Q4: 2,908 shares 2,908$260K0.2%+26Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,504 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,731 shares; 2025Q4: 2,731 shares 2,731$260K0.2%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,943 shares; 2025Q1: 8,484 shares; 2025Q2: 8,446 shares; 2025Q3: 9,876 shares; 2025Q4: 9,349 shares 9,349$247K0.19%-527Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,373 shares; 2025Q4: 3,373 shares 3,373$211K0.16%0Timeline
JMSIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,733 shares; 2025Q1: 4,173 shares; 2025Q2: 4,173 shares; 2025Q3: 4,173 shares; 2025Q4: 4,173 shares 4,173$210K0.16%0Timeline

How Q4 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 0002044679-26-000001 base2026-01-23acceptance time not in the bulk data set