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Vested Financial Planning, LLC

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13F filer, CIK 2044679, SAN CARLOS, CA

Vested Financial Planning, LLC reported $131,251,788 across 27 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-16. Its ten largest share positions make up 88.91% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044679-26-000002

Period
2026-03-31
Reported value
$131M
Holdings
27
Top 10 weight
88.91%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTEBadded+24,569$1.23M
VOOadded+1,673$1000K
SPDWadded+12,393$566K
VXFadded+1,668$343K
IUSBadded+5,632$260K

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
RBLXexited-4,458-$361K
ESGDexited-2,731-$260K
JMSIexited-4,173-$210K
SUSLreduced-1,470-$167K
DFAXreduced-3,825-$130K

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, Q1 2026

Share positions as resolved from 13F-HR 0002044679-26-000002, largest first. % of portfolio is the value over $131,251,788, 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; 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; 2026Q1: 980,912 shares 980,912$38.1M29.04%-1,474Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 550,554 shares 550,554$18.7M14.25%-3,825Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,724 shares 27,724$16.6M12.62%+1,673Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 202,623 shares 202,623$9.71M7.4%-1,701Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 174,360 shares 174,360$7.36M5.61%+3,722Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 150,138 shares 150,138$6.85M5.22%+12,393Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 134,624 shares 134,624$6.72M5.12%+24,569Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,785 shares; 2025Q3: 169,653 shares; 2025Q4: 168,014 shares; 2026Q1: 168,632 shares 168,632$6.2M4.72%+618Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,488 shares 19,488$4.01M3.06%+1,668Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,652 shares 9,652$2.45M1.87%0Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 42,004 shares 42,004$2.2M1.68%+1,635Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 46,808 shares 46,808$2.2M1.67%+4,134Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,153 shares 33,153$1.53M1.17%+5,632Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,416 shares 4,416$1.42M1.08%0Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,618 shares; 2025Q3: 15,690 shares; 2025Q4: 16,541 shares; 2026Q1: 17,165 shares 17,165$927K0.71%+624Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,806 shares 8,806$874K0.67%+155Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,231 shares 6,231$862K0.66%+81Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,163 shares 17,163$859K0.65%+3,131Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 957 shares; 2025Q1: 967 shares; 2025Q2: 980 shares; 2025Q3: 1,185 shares; 2025Q4: 1,209 shares; 2026Q1: 1,223 shares 1,223$795K0.61%+14Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,650 shares 6,650$646K0.49%+60Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,050 shares 1,050$606K0.46%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 461 shares 461$322K0.25%0Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,549 shares 2,549$290K0.22%-1,470Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,324 shares 10,324$274K0.21%+975Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,507 shares; 2025Q3: 2,882 shares; 2025Q4: 2,908 shares; 2026Q1: 3,096 shares 3,096$274K0.21%+188Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,143 shares 2,143$271K0.21%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,373 shares; 2025Q4: 3,373 shares; 2026Q1: 3,373 shares 3,373$216K0.16%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RBLXROBLOX CORP4,458$361Kshares
ESGDISHARES TR2,731$260Kshares
JMSIJ P MORGAN EXCHANGE TRADED F4,173$210Kshares

How Q1 2026 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 0002044679-26-000002 base2026-04-16acceptance time not in the bulk data set