13F Filings History of VESTIA PERSONAL WEALTH ADVISORS

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$196,236,662
Signature - Title
Michelle Eldridge - SR. COMPLIANCE OFFICER
Location
Fort Wayne, IN
Summary
This page shows a list of all the recent 13F filings made by VESTIA PERSONAL WEALTH ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VESTIA PERSONAL WEALTH ADVISORS reported 98 stock holdings with total value $196,236,662 as of Q4 2025. Top holdings included DFIV, DFAC, DFIC, DFAT, and DFUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 98 $196,236,662 +$16,618,865 -$3,236,795 +$13,382,070 DFIV, DFAC, DFIC, DFAT, DFUV 13F-HR 27 Jan 2026, 10:51
Q3 2025 99 $171,287,519 +$20,539,357 -$3,524,865 +$17,014,492 DFIV, DFAC, DFIC, DFAT, DFUV 13F-HR 15 Oct 2025, 15:13
Q2 2025 100 $145,312,947 +$11,815,990 -$2,233,557 +$9,582,433 DFIV, DFAC, DFIC, DFAT, DFUV 13F-HR 16 Jul 2025, 14:47
Q1 2025 95 $125,887,405 +$8,299,458 -$1,859,200 +$6,440,258 DFIC, DFIV, DFAC, DFAT, DFUV 13F-HR 30 Apr 2025, 16:13
Q4 2024 95 $120,910,298 +$18,412,624 -$1,087,156 +$17,325,468 DFAT, DFIC, DFAC, DFIV, DFUV 13F-HR 27 Jan 2025, 12:37
Q3 2024 82 $105,229,694 +$7,396,725 -$755,164 +$6,641,561 DFAT, DFIV, DFIC, DFAC, DFUV 13F-HR 04 Nov 2024, 18:22
Q2 2024 74 $93,231,336 $0 $0 $0 DFAT, DFIV, DFIC, DFAC, DFUV 13F-HR 09 Aug 2024, 12:16