Vestment Financial LLC

CIK 0002056705 · Q2 2026

13F Equity AUM

$223.1M

+5.1% QoQ

Positions

-42 QoQ

AUM Rank

#7,648

Top 61%

Skill Alpha (FF)

—

Building track record (5q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 57.3%Top 10: 75.5%Top 20: 92.9%

DFAC22.3%

DFSD10.5%

DFIC8.9%

AVXC8.0%

DFNM7.6%

DUHP5.0%

AVLV4.2%

AVRE3.2%

DFIP2.9%

DFAT2.9%

Others (31)24.5%

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

Sector Allocation

No sector data available.

Position Sizing

Positions: 41Median: 1.02%Avg: 2.44%

0–0.5%

17(4.0%)

0.5–1%

3(2.1%)

1–3%

13(24.2%)

3–5%

3(12.4%)

5%+

5(57.3%)

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

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Portfolio Overlap

Shared: 0Unique: 41vs 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.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

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

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Holdings

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