Vested Financial Planning, LLC

CIK 0002044679 · Q2 2026

13F Equity AUM

$148.9M

+13.4% QoQ

Positions

+2 QoQ

AUM Rank

#7,164

Top 82%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 68.5%Top 10: 88.7%Top 20: 97.7%

DFAC28.8%

DFAX13.1%

VOO13.0%

DFNM8.0%

VTEB5.7%

SPDW5.1%

DFCF5.0%

DUHP4.9%

VXF3.3%

AAPL1.8%

Others (19)11.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services98.2%

Other1.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 29Median: 0.66%Avg: 3.45%

0–0.5%

9(2.3%)

0.5–1%

6(3.6%)

1–3%

5(7.2%)

3–5%

2(8.2%)

5%+

7(78.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 29vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New3Increased18Decreased6Exited1

New Positions

MUST0.4%

+26K

AOR0.3%

+6K

IWM0.1%

+744

Increased

DFNM8.0%

+42K(+21%)

VTEB5.7%

+34K(+25%)

DUHP4.9%

+7K(+4%)

DFCF5.0%

+3K(+2%)

VGT0.3%

+3K(+700%)

SPEM1.7%

+2K(+3%)

IUSB1.1%

+1K(+3%)

SPDW5.1%

+993(+1%)

DFGX1.5%

+643(+2%)

IAGG0.6%

+467(+3%)

Decreased

DFAX13.1%

-23,094(-4%)

DFAC28.8%

-15,373(-2%)

VEA0.1%

-376(-11%)

AAPL1.8%

-225(-2%)

DFGR0.2%

-222(-2%)

VTI1.1%

-18(-0%)

Exited

ABNB

-2,143

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...