Vested Financial Planning, LLC
Net seller this quarter
$149M
4
-$1.21M
16.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $19.4M | 13.05% | Not reported | -4.2% | Q4 2024 |
 AAPL | $2.73M | 1.83% | 0.00% | -2.3% | Q4 2024 |
 SPY | $922K | 0.62% | Not reported | +1.0% | Q4 2024 |
 QQQ | $773K | 0.52% | Not reported | Not reported | Q4 2024 |
| Q1 2026 | |||||
| DFAX | $18.7M | 14.25% | Not reported | -0.7% | Q4 2024 |
| AAPL | $2.45M | 1.87% | 0.00% | Not reported | Q4 2024 |
| SPY | $795K | 0.61% | Not reported | +1.2% | Q4 2024 |
| QQQ | $606K | 0.46% | Not reported | Not reported | Q4 2024 |
 ABNB | $271K | 0.21% | Not reported | Not reported | Q4 2024 |
| Q4 2025 | |||||
| DFAX | $18.1M | 13.97% | Not reported | +0.1% | Q4 2024 |
| AAPL | $2.62M | 2.02% | 0.00% | -0.5% | Q4 2024 |
| SPY | $824K | 0.63% | Not reported | +2.0% | Q4 2024 |
| QQQ | $645K | 0.50% | Not reported | Not reported | Q4 2024 |
 RBLX | $361K | 0.28% | 0.00% | +28.3% | Q3 2025 |
| ABNB | $291K | 0.22% | Not reported | +15.7% | Q4 2024 |
| Q3 2025 | |||||
| DFAX | $17.4M | 14.09% | Not reported | +1.4% | Q4 2024 |
| AAPL | $2.47M | 2.00% | 0.00% | -9.4% | Q4 2024 |
| SPY | $789K | 0.64% | Not reported | +20.9% | Q4 2024 |
| QQQ | $630K | 0.51% | Not reported | Not reported | Q4 2024 |
| RBLX | $481K | 0.39% | 0.00% | New | Q3 2025 |
| ABNB | $225K | 0.18% | Not reported | -25.8% | Q4 2024 |