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Vested Financial Planning, LLC — 13F Holdings & Portfolio

CIK 2044679 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Vested Financial Planning, LLC manages $148.9M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (28.77%), DFAX (13.05%), VOO (12.98%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 18, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
802 TAMARACK AVE
SAN CARLOS, CA 94070
Phone
(650) 315-7372
Filing Manager
Vested Financial Planning, LLC
SAN CARLOS, CA
Signatory
Thomas Lo
Principal
Loading holdings…
AUM

$148.9M

Long-equity book

Holdings

29

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+3 / −1 / ↑18 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$4.7M +12.4%
  • VANGUARD INDEX FDS$2.8M +16.7%
  • DIMENSIONAL ETF TRUST$2.1M +22.0%
  • VANGUARD MUN BD FDS$1.8M +26.9%
  • DIMENSIONAL ETF TRUST$1.1M +18.5%
Show all 18 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • COLUMBIA ETF TR I$538.9K
  • ISHARES TR$406.6K
  • ISHARES TR$223.5K
Show all 3 →

Exited Positions

  • AIRBNB INC$270.6K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $42.8M 28.77% 965,539 SH
2 DIMENSIONAL ETF TRUST DFAX 25434V880 $19.4M 13.05% 527,460 SH
3 VANGUARD INDEX FDS VOO 922908363 $19.3M 12.98% 28,143 SH
4 DIMENSIONAL ETF TRUST DFNM 25434V849 $11.8M 7.96% 245,079 SH
5 VANGUARD MUN BD FDS VTEB 922907746 $8.5M 5.72% 168,500 SH
6 SPDR INDEX SHS FDS SPDW 78463X889 $7.6M 5.12% 151,131 SH
7 DIMENSIONAL ETF TRUST DFCF 25434V872 $7.5M 5.04% 177,825 SH
8 DIMENSIONAL ETF TRUST DUHP 25434V831 $7.3M 4.93% 175,990 SH
9 VANGUARD INDEX FDS VXF 922908652 $4.9M 3.26% 19,722 SH
10 APPLE INC AAPL 037833100 $2.7M 1.83% 9,427 SH
11 SPDR INDEX SHS FDS SPEM 78463X509 $2.5M 1.68% 48,364 SH
12 DIMENSIONAL ETF TRUST DFGX 25434V575 $2.3M 1.54% 42,647 SH
13 VANGUARD INDEX FDS VTI 922908769 $1.6M 1.09% 4,398 SH
14 ISHARES TR IUSB 46434V613 $1.6M 1.06% 34,155 SH
15 VANGUARD INTL EQUITY INDEX F VT 922042742 $985.4K 0.66% 6,279 SH
16 DIMENSIONAL ETF TRUST DFGP 25434V583 $947.0K 0.64% 17,388 SH
17 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $921.9K 0.62% 1,235 SH
18 ISHARES TR IAGG 46435G672 $892.1K 0.60% 17,630 SH
19 ISHARES TR AGG 464287226 $889.0K 0.60% 8,982 SH
20 INVESCO QQQ TR QQQ 46090E103 $773.2K 0.52% 1,050 SH
21 ISHARES TR EFA 464287465 $706.9K 0.47% 6,805 SH
22 COLUMBIA ETF TR I MUST 19761L607 $538.9K 0.36% 25,909 SH
23 VANGUARD WORLD FD VGT 92204A702 $440.8K 0.30% 3,688 SH
24 ISHARES TR AOR 464289867 $406.6K 0.27% 5,850 SH
25 ISHARES TR SUSL 46435U218 $338.5K 0.23% 2,549 SH
26 ISHARES TR AOA 464289859 $302.7K 0.20% 3,102 SH
27 DIMENSIONAL ETF TRUST DFGR 25434V658 $292.7K 0.20% 10,102 SH
28 ISHARES TR IWM 464287655 $223.5K 0.15% 744 SH
29 VANGUARD TAX-MANAGED FDS VEA 921943858 $213.5K 0.14% 2,997 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $148.9M 29 0002044679-26-000003
2026-03-31 2026-04-16 $131.3M 27 0002044679-26-000002
2025-12-31 2026-01-23 $129.9M 30 0002044679-26-000001