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Vestment Financial LLC — 13F Holdings & Portfolio

CIK 2056705 · latest 13F-HR filed 2026-05-01

Backtest portfolio

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.

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AUM

$212.3M

Long-equity book

Holdings

42

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+3 / −5 / ↑27 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$4.5M +10.6%
  • DIMENSIONAL ETF TRUST$2.1M +9.9%
  • AMERICAN CENTY ETF TR$2.0M +13.3%
  • DIMENSIONAL ETF TRUST$1.7M +12.6%
  • DIMENSIONAL ETF TRUST$1.6M +9.0%
Show all 27 →

Top Trims

  • LOWES COS INC-$55.6K -5.2%
  • MICROSOFT CORP-$31.2K -12.8%
Show all 2 →

New Positions

  • EA SERIES TRUST$1.9M
  • INNOVATOR ETFS TRUST$366.8K
  • INNOVATOR ETFS TRUST$356.6K
Show all 3 →

Exited Positions

  • VANGUARD BD INDEX FDS$1.2M
  • VANGUARD CHARLOTTE FDS$485.4K
  • INNOVATOR ETFS TRUST$426.4K
  • INNOVATOR ETFS TRUST$332.5K
  • DIMENSIONAL ETF TRUST$208.3K
Show all 5 →
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 $46.7M 21.99% 1,108,406 SH
2 DIMENSIONAL ETF TRUST DFSD 25434V864 $23.0M 10.85% 477,806 SH
3 DIMENSIONAL ETF TRUST DFIC 25434V799 $19.7M 9.28% 520,520 SH
4 AMERICAN CENTY ETF TR AVXC 02507A101 $16.8M 7.92% 221,533 SH
5 DIMENSIONAL ETF TRUST DFNM 25434V849 $15.5M 7.31% 320,538 SH
6 DIMENSIONAL ETF TRUST DUHP 25434V831 $10.0M 4.69% 253,005 SH
7 AMERICAN CENTY ETF TR AVLV 025072349 $8.5M 4.00% 99,569 SH
8 AMERICAN CENTY ETF TR AVRE 025072356 $7.4M 3.50% 154,811 SH
9 DIMENSIONAL ETF TRUST DFIP 25434V856 $6.7M 3.15% 158,546 SH
10 DIMENSIONAL ETF TRUST DFAT 25434V609 $5.9M 2.76% 88,049 SH
11 SPDR SERIES TRUST SPYM 78464A854 $5.3M 2.49% 63,468 SH
12 DIMENSIONAL ETF TRUST DIHP 25434V765 $4.6M 2.18% 135,343 SH
13 DIMENSIONAL ETF TRUST DISV 25434V781 $4.5M 2.13% 108,482 SH
14 AMERICAN CENTY ETF TR AVIV 025072364 $4.4M 2.05% 55,187 SH
15 EA SERIES TRUST QMOM 02072L409 $3.7M 1.72% 47,916 SH
16 EA SERIES TRUST QVAL 02072L102 $3.6M 1.69% 64,824 SH
17 EA SERIES TRUST IMOM 02072L300 $3.1M 1.48% 71,091 SH
18 EA SERIES TRUST IVAL 02072L201 $2.9M 1.37% 81,971 SH
19 DIMENSIONAL ETF TRUST DFAI 25434V203 $2.3M 1.09% 55,696 SH
20 AMERICAN CENTY ETF TR AVSU 025072281 $2.2M 1.02% 26,459 SH
21 EA SERIES TRUST HIDE 02072L631 $1.9M 0.89% 77,730 SH
22 DIMENSIONAL ETF TRUST DFEM 25434V732 $1.8M 0.85% 46,821 SH
23 EA SERIES TRUST BOXX 02072L565 $1.7M 0.78% 14,269 SH
24 AMERICAN CENTY ETF TR AVSD 025072299 $1.3M 0.61% 16,111 SH
25 LOWES COS INC LOW 548661107 $1.0M 0.48% 3,994 SH
26 VANGUARD INDEX FDS VOO 922908363 $1.0M 0.48% 1,551 SH
27 DIMENSIONAL ETF TRUST DFAE 25434V302 $923.9K 0.44% 24,564 SH
28 APPLE INC AAPL 037833100 $665.4K 0.31% 2,437 SH
29 DIMENSIONAL ETF TRUST DFSB 25434V674 $584.7K 0.28% 11,192 SH
30 AMERICAN CENTY ETF TR AVSE 025072315 $578.5K 0.27% 7,792 SH
31 SCHWAB STRATEGIC TR SCHM 808524508 $571.4K 0.27% 16,841 SH
32 AMERICAN CENTY ETF TR AVES 025072372 $549.0K 0.26% 8,385 SH
33 INNOVATOR ETFS TRUST PFEB 45782C417 $366.8K 0.17% 8,743 SH
34 ISHARES TR ERET 46436E270 $362.5K 0.17% 12,342 SH
35 INNOVATOR ETFS TRUST IFEB 45783Y350 $356.6K 0.17% 11,529 SH
36 DIMENSIONAL ETF TRUST DEHP 25434V757 $352.4K 0.17% 9,253 SH
37 ISHARES INC ACWV 464286525 $344.9K 0.16% 2,826 SH
38 INNOVATOR ETFS TRUST POCT 45782C797 $337.3K 0.16% 7,486 SH
39 INNOVATOR ETFS TRUST PMAR 45782C383 $254.2K 0.12% 5,460 SH
40 SPDR SERIES TRUST SPMD 78464A847 $236.6K 0.11% 3,679 SH
41 VANGUARD SPECIALIZED FUNDS VIG 921908844 $216.9K 0.10% 954 SH
42 MICROSOFT CORP MSFT 594918104 $212.8K 0.10% 509 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $212.3M 42 0002056705-26-000002
2025-12-31 2026-01-23 $192.8M 44 0002056705-26-000001