account_balance

Investment manager · 13F filer · SEC CIK 2056705

Vestment Financial LLC

Reported value$224Mas of Sep 30, 2026
Positions44 6 new, 3 sold out
Top 10 weight76.1%DFAC alone is 24%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 24.0% Added +8%
DFSD Dimensional ETF Trust 10.4% Held
DFIC Dimensional ETF Trust 9.5% Added +8%
AVXC American Centy ETF Tr 8.4% Added +6%
DFNM Dimensional ETF Trust 8.3% Added +14%
AVLV American Centy ETF Tr 4.2% Added +3%
AVRE American Centy ETF Tr 3.0% Held
DFAT Dimensional ETF Trust 2.9% Added +6%
DFIP Dimensional ETF Trust 2.7% Held
SPYM SPDR Series Trust 2.6% Held
HIDE Ea Series Trust 2.4% Added +57%
DIHP Dimensional ETF Trust 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • VSDM $644K
  • PSEP $578K
  • ISEP $368K
  • MSFT $286K
arrow_upwardAdded
  • HIDE +57%
  • DFNM +14%
  • QMOM +11%
  • DFAC +8%
arrow_downwardTrimmed

None

remove_circleSold out
  • DUHP $11.1M
  • PFEB $378K
  • IFEB $361K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist