13F Filings History of Vested Financial Planning, LLC

Latest 13F report: Q4 2025 - 23 Jan 2026
Value $: $129,860,093
Signature - Title: Thomas Lo - Principal
Location: San Carlos, CA
Summary: This page shows a list of all the recent 13F filings made by Vested Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vested Financial Planning, LLC reported 30 stock holdings with total value $129,860,093 as of Q4 2025. Top holdings included DFAC, DFAX, VOO, DFNM, and DFCF.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q4 2025	30	$129,860,093	+$4,249,735	-$88,216	+$4,161,519	DFAC, DFAX, VOO, DFNM, DFCF	13F-HR	22 Jan 2026, 17:47
Q3 2025	30	$123,288,003	+$4,319,899	-$526,260	+$3,793,639	DFAC, DFAX, VOO, DFNM, DFCF	13F-HR	28 Oct 2025, 21:50
Q2 2025	28	$112,414,575	+$10,159,504	-$5,062,548	+$5,096,956	DFAC, DFAX, VOO, DFNM, DFCF	13F-HR	21 Jul 2025, 17:39
Q1 2025	25	$100,067,914	+$305,046	-$4,037,917	-$3,732,871	DFAC, DFAX, VOO, DFNM, DFCF	13F-HR	29 Apr 2025, 18:36
Q4 2024	25	$105,561,093	$0	$0	$0	DFAC, DFAX, VOO, DFNM, DFCF	13F-HR	28 Jan 2025, 18:23