Vestia Personal Wealth Advisors
Net buyer this quarter
$256M
41
+$1.78M
5.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $3.04M | 1.19% | 0.00% | +2.3% | Q2 2024 |
 NVDA | $1.67M | 0.65% | 0.00% | -2.7% | Q2 2024 |
 BUFF | $1.64M | 0.64% | 0.02% | -7.7% | Q2 2024 |
 AMZN | $1.24M | 0.49% | 0.00% | +3.9% | Q2 2024 |
 GOOGL | $1.18M | 0.46% | 0.00% | -6.8% | Q2 2024 |
 CAT | $1.15M | 0.45% | 0.00% | +0.3% | Q2 2024 |
 SPY | $1.12M | 0.44% | Not reported | -0.5% | Q2 2024 |
 MSFT | $1.11M | 0.43% | 0.00% | +5.0% | Q2 2024 |
 LLY | $906K | 0.35% | 0.00% | +4.0% | Q2 2024 |
 AVGO | $814K | 0.32% | 0.00% | +1.2% | Q2 2024 |
 JNJ | $708K | 0.28% | 0.00% | -1.2% | Q2 2024 |
| BALT | $692K | 0.27% | Not reported | +45.1% | Q3 2024 |
 TSLA | $630K | 0.25% | 0.00% | -22.4% | Q2 2024 |
| GOOG | $535K | 0.21% | Not reported | +3.7% | Q4 2024 |
 XOM | $483K | 0.19% | 0.00% | +13.4% | Q2 2024 |
 BSVN | $473K | 0.18% | 0.06% | +1.5% | Q2 2024 |
 IBM | $433K | 0.17% | 0.00% | -3.0% | Q4 2024 |
 JPM | $402K | 0.16% | 0.00% | +2.2% | Q3 2024 |
 META | $402K | 0.16% | Not reported | -3.1% | Q4 2024 |
 CVX | $385K | 0.15% | 0.00% | 0.0% | Q4 2024 |
 BRK.B | $383K | 0.15% | Not reported | -0.8% | Q2 2024 |
 MPLX | $362K | 0.14% | 0.00% | Not reported | Q3 2025 |
 HSY | $354K | 0.14% | 0.00% | -0.3% | Q4 2024 |
 WMT | $341K | 0.13% | 0.00% | +0.1% | Q3 2024 |
 PWR | $334K | 0.13% | 0.00% | +0.4% | Q4 2025 |
 MU | $324K | 0.13% | 0.00% | New | Q2 2026 |
 KO | $320K | 0.12% | 0.00% | +0.4% | Q2 2024 |
 PANW | $318K | 0.12% | 0.00% | Not reported | Q2 2025 |
 FBTC | $279K | 0.11% | 0.00% | Not reported | Q4 2025 |
 SCHK | $276K | 0.11% | 0.01% | -1.3% | Q2 2024 |
 NUE | $262K | 0.10% | 0.00% | Not reported | Q4 2025 |
 PG | $249K | 0.10% | 0.00% | -3.6% | Q4 2024 |
 GEV | $244K | 0.10% | 0.00% | New | Q2 2026 |
 ORCL | $240K | 0.09% | 0.00% | -1.1% | Q4 2024 |
 NFLX | $226K | 0.09% | 0.00% | -7.8% | Q4 2024 |
 CL | $219K | 0.09% | 0.00% | -1.2% | Q1 2025 |
 COST | $217K | 0.08% | 0.00% | -20.3% | Q4 2024 |
 GS | $212K | 0.08% | 0.00% | New | Q2 2026 |
 BAC | $208K | 0.08% | 0.00% | New | Q2 2026 |
 FSCO | $88.9K | 0.03% | Not reported | +2.8% | Q2 2024 |
 NSPR | $17.1K | 0.01% | 0.05% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| AAPL | $2.6M | 1.22% | 0.00% | +1.6% | Q2 2024 |
| BUFF | $1.67M | 0.78% | 0.02% | -0.3% | Q2 2024 |
| NVDA | $1.5M | 0.70% | 0.00% | -0.3% | Q2 2024 |
| AMZN | $1.05M | 0.49% | 0.00% | -0.9% | Q2 2024 |
| MSFT | $1.04M | 0.49% | 0.00% | -3.1% | Q2 2024 |
| GOOGL | $1.02M | 0.48% | 0.00% | -8.5% | Q2 2024 |
| SPY | $976K | 0.46% | Not reported | +0.3% | Q2 2024 |
| CAT | $765K | 0.36% | 0.00% | +0.4% | Q2 2024 |
| TSLA | $718K | 0.34% | 0.00% | -0.1% | Q2 2024 |
| JNJ | $690K | 0.32% | 0.00% | +0.8% | Q2 2024 |
| LLY | $668K | 0.31% | 0.00% | +1.7% | Q2 2024 |
| AVGO | $659K | 0.31% | 0.00% | +3.5% | Q2 2024 |
| XOM | $528K | 0.25% | 0.00% | +3.0% | Q2 2024 |
| CVX | $481K | 0.23% | 0.00% | +0.3% | Q4 2024 |
| BSVN | $469K | 0.22% | 0.06% | +4.0% | Q2 2024 |
| BALT | $466K | 0.22% | Not reported | Not reported | Q3 2024 |
| META | $421K | 0.20% | Not reported | +3.8% | Q4 2024 |
| HSY | $421K | 0.20% | 0.00% | +0.3% | Q4 2024 |
| GOOG | $419K | 0.20% | Not reported | -2.2% | Q4 2024 |
| IBM | $384K | 0.18% | 0.00% | -1.2% | Q4 2024 |
| WMT | $374K | 0.18% | 0.00% | -7.0% | Q3 2024 |
| BRK.B | $370K | 0.17% | Not reported | +0.9% | Q2 2024 |
| MPLX | $366K | 0.17% | 0.00% | Not reported | Q3 2025 |
| JPM | $354K | 0.17% | 0.00% | -7.0% | Q3 2024 |
| NFLX | $329K | 0.15% | 0.00% | +6.7% | Q4 2024 |
| KO | $296K | 0.14% | 0.00% | +1.6% | Q2 2024 |
| COST | $290K | 0.14% | 0.00% | +24.4% | Q4 2024 |
| PG | $254K | 0.12% | 0.00% | -3.4% | Q4 2024 |
| PWR | $254K | 0.12% | 0.00% | +0.4% | Q4 2025 |
| ORCL | $244K | 0.11% | 0.00% | +3.2% | Q4 2024 |
| SCHK | $243K | 0.11% | 0.01% | -1.3% | Q2 2024 |
| CL | $206K | 0.10% | 0.00% | +1.0% | Q1 2025 |
| FSCO | $88.4K | 0.04% | Not reported | +4.2% | Q2 2024 |
| NSPR | $39.8K | 0.02% | 0.05% | -42.4% | Q2 2025 |
| Q4 2025 | |||||
| AAPL | $2.5M | 1.27% | 0.00% | +1.5% | Q2 2024 |
| BUFF | $1.7M | 0.86% | 0.02% | -6.3% | Q2 2024 |
| NVDA | $1.58M | 0.80% | 0.00% | +9.0% | Q2 2024 |
| MSFT | $1.29M | 0.66% | 0.00% | +1.3% | Q2 2024 |
| GOOGL | $1.27M | 0.65% | 0.00% | +3.9% | Q2 2024 |
| AMZN | $1.17M | 0.60% | 0.00% | +7.8% | Q2 2024 |
| SPY | $1.03M | 0.52% | Not reported | -0.3% | Q2 2024 |
| TSLA | $833K | 0.42% | 0.00% | +0.3% | Q2 2024 |
| LLY | $770K | 0.39% | 0.00% | +3.2% | Q2 2024 |
| CAT | $695K | 0.35% | 0.00% | -6.8% | Q2 2024 |
| AVGO | $677K | 0.34% | 0.00% | +2.1% | Q2 2024 |
| JNJ | $611K | 0.31% | 0.00% | +1.1% | Q2 2024 |
| GOOG | $490K | 0.25% | Not reported | +1.2% | Q4 2024 |
| IBM | $478K | 0.24% | 0.00% | +0.9% | Q4 2024 |
| BALT | $468K | 0.24% | Not reported | Not reported | Q3 2024 |
| BSVN | $453K | 0.23% | 0.06% | +1.7% | Q2 2024 |
| META | $434K | 0.22% | Not reported | +5.5% | Q4 2024 |
| XOM | $404K | 0.21% | 0.00% | +2.2% | Q2 2024 |
| HSY | $396K | 0.20% | 0.00% | -0.3% | Q4 2024 |
| JPM | $391K | 0.20% | 0.00% | +2.7% | Q3 2024 |
| WMT | $387K | 0.20% | 0.00% | +1.5% | Q3 2024 |
| CVX | $386K | 0.20% | 0.00% | -5.7% | Q4 2024 |
| BRK.B | $370K | 0.19% | Not reported | -4.5% | Q2 2024 |
| MPLX | $357K | 0.18% | 0.00% | -0.6% | Q3 2025 |
| ORCL | $279K | 0.14% | 0.00% | -2.0% | Q4 2024 |
 BSX | $279K | 0.14% | 0.00% | 0.0% | Q3 2024 |
| KO | $275K | 0.14% | 0.00% | +3.8% | Q2 2024 |
| NFLX | $274K | 0.14% | 0.00% | +0.9% | Q4 2024 |
| PG | $266K | 0.14% | 0.00% | -4.3% | Q4 2024 |
| SCHK | $260K | 0.13% | 0.01% | Not reported | Q2 2024 |
| COST | $230K | 0.12% | 0.00% | +1.3% | Q4 2024 |
| FBTC | $225K | 0.11% | 0.00% | New | Q4 2025 |
 V | $224K | 0.11% | 0.00% | +1.8% | Q1 2025 |
| PWR | $218K | 0.11% | 0.00% | New | Q4 2025 |
| NUE | $210K | 0.11% | 0.00% | New | Q4 2025 |
| CL | $203K | 0.10% | 0.00% | Not reported | Q1 2025 |
| FSCO | $107K | 0.05% | Not reported | +3.2% | Q2 2024 |
| NSPR | $68.7K | 0.03% | 0.10% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| AAPL | $2.53M | 1.47% | 0.00% | +7.2% | Q2 2024 |
| BUFF | $1.77M | 1.02% | 0.02% | -0.5% | Q2 2024 |
| MSFT | $1.49M | 0.86% | 0.00% | +11.6% | Q2 2024 |
| NVDA | $1.47M | 0.85% | 0.00% | +5.1% | Q2 2024 |
| AMZN | $1.03M | 0.60% | 0.00% | +0.2% | Q2 2024 |
| SPY | $1M | 0.58% | Not reported | -0.2% | Q2 2024 |
| GOOGL | $907K | 0.53% | 0.00% | +10.6% | Q2 2024 |
| TSLA | $857K | 0.50% | 0.00% | -27.2% | Q2 2024 |
| AVGO | $665K | 0.39% | 0.00% | +2.4% | Q2 2024 |
| CAT | $551K | 0.32% | 0.00% | +14.8% | Q2 2024 |
| LLY | $528K | 0.31% | 0.00% | -1.1% | Q2 2024 |
| JNJ | $514K | 0.30% | 0.00% | +0.8% | Q2 2024 |
| META | $493K | 0.29% | Not reported | +63.1% | Q4 2024 |
| ORCL | $461K | 0.27% | 0.00% | +2.8% | Q4 2024 |
| BALT | $457K | 0.26% | Not reported | +72.8% | Q3 2024 |
| IBM | $449K | 0.26% | 0.00% | +18.2% | Q4 2024 |
| BSVN | $446K | 0.26% | 0.06% | +1.3% | Q2 2024 |
| BRK.B | $403K | 0.23% | Not reported | +3.0% | Q2 2024 |
| JPM | $398K | 0.23% | 0.00% | +29.6% | Q3 2024 |
| CVX | $382K | 0.22% | 0.00% | +13.4% | Q4 2024 |
| NFLX | $381K | 0.22% | 0.00% | +0.3% | Q4 2024 |
| HSY | $378K | 0.22% | 0.00% | +0.1% | Q4 2024 |
| GOOG | $359K | 0.21% | Not reported | +4.8% | Q4 2024 |
| XOM | $333K | 0.19% | 0.00% | +0.9% | Q2 2024 |
 AN | $333K | 0.19% | 0.00% | New | Q3 2025 |
| WMT | $329K | 0.19% | 0.00% | +1.0% | Q3 2024 |
| MPLX | $323K | 0.19% | 0.00% | New | Q3 2025 |
| BSX | $297K | 0.17% | 0.00% | +0.7% | Q3 2024 |
| PG | $292K | 0.17% | 0.00% | +10.5% | Q4 2024 |
 MSTR | $288K | 0.17% | Not reported | -45.9% | Q4 2024 |
| SCHK | $252K | 0.15% | 0.01% | -2.3% | Q2 2024 |
| KO | $243K | 0.14% | 0.00% | +3.2% | Q2 2024 |
 GBTC | $238K | 0.14% | 0.00% | Not reported | Q4 2024 |
| V | $231K | 0.13% | 0.00% | -2.0% | Q1 2025 |
| PANW | $218K | 0.13% | 0.00% | -0.1% | Q2 2025 |
| COST | $214K | 0.12% | 0.00% | +2.7% | Q4 2024 |
 NCDL | $152K | 0.09% | 0.02% | Not reported | Q4 2024 |
| FSCO | $111K | 0.06% | Not reported | -26.1% | Q2 2024 |
| NSPR | $102K | 0.06% | 0.10% | +135.7% | Q2 2025 |