VESTIA PERSONAL WEALTH ADVISORS
RIA/Wealth
VESTIA PERSONAL WEALTH ADVISORS is a RIA/Wealth based in Fort Wayne, IN led by Lauren Law Oschman, reporting $827.3M in AUM as of Q3 2025 with 88% ETF concentration and 58% concentrated in top 10 holdings.
CEOLauren Law Oschman
- Portfolio Value
- $171.0M
- Positions
- 94
- Top Holding
- DFIV at 9.38%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in VESTIA PERSONAL WEALTH ADVISORS's portfolio (58% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.0M | 9.38% | +$780.3K Bought | — 347.9K shares | |
ETF ETF | $16.0M | 9.35% | +$2.5M Bought | — 422.7K shares | |
ETF ETF | $14.4M | 8.39% | +$1.6M Bought | — 437.7K shares | |
ETF ETF | $10.9M | 6.39% | +$7.5K Bought | — 187.8K shares | |
ETF ETF | $10.9M | 6.36% | +$450.6K Bought | — 243.4K shares | |
ETF ETF | $7.4M | 4.30% | +$1.2M Bought | — 231.1K shares | |
ETF ETF | $6.9M | 4.03% | +$751.3K Bought | — 100.7K shares | |
ETF ETF | $6.0M | 3.53% | +$486.9K Bought | — 125.8K shares | |
ETF ETF | $5.5M | 3.23% | +$299.5K Bought | — 9.0K shares | |
ETF ETF | $5.1M | 3.00% | +$646.9K Bought | — 160.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in VESTIA PERSONAL WEALTH ADVISORS's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+596.76% | |
+135.69% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for VESTIA PERSONAL WEALTH ADVISORS
GthenA