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Vestment Financial LLC
Vestment Financial LLC is an institution, managing $175.3M across 40 long positions as of Q3 2025 with 97% ETF concentration, 76% concentrated in top 10 holdings, and 22% allocation to DFAC.
- Portfolio Value
- $175.3M
- Positions
- 40
- Top Holding
- DFAC at 22.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Vestment Financial LLC's portfolio (75.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $39.1M | 22.30% | +$152.2K Bought | — 1.0M shares | |
ETF ETF | $18.9M | 10.78% | +$1.8M Bought | — 391.3K shares | |
ETF ETF | $16.6M | 9.48% | +$443.9K Bought | — 504.4K shares | |
ETF ETF | $13.1M | 7.50% | +$7.8M Bought | — 217.5K shares | |
ETF ETF | $12.2M | 6.95% | +$1.2M Bought | — 253.9K shares | |
ETF ETF | $8.9M | 5.09% | +$241.7K Bought | — 234.2K shares | |
ETF ETF | $6.8M | 3.90% | +$275.3K Bought | — 94.2K shares | |
ETF ETF | $6.2M | 3.51% | +$442.6K Bought | — 138.5K shares | |
ETF ETF | $5.8M | 3.32% | +$293.4K Bought | — 137.4K shares | |
ETF ETF | $5.3M | 3.02% | +$165.6K Bought | — 90.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Vestment Financial LLC's latest filing
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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 | |
+143.77% | |
+53.01% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-70.35% | |
-42.71% | |
-39.03% |
Analytics
Portfolio insights and performance metrics for Vestment Financial LLC
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