13F Filings History of Vestment Financial LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$192,828,550
Signature - Title
Katherine Vessenes - Founder, CEO, CCO
Location
Chanhassen, MN
Summary
This page shows a list of all the recent 13F filings made by Vestment Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vestment Financial LLC reported 44 stock holdings with total value $192,828,550 as of Q4 2025. Top holdings included DFAC, DFSD, DFIC, AVXC, and DFNM.

Notify me when Vestment Financial LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 44 $192,828,550 +$10,601,388 -$995,312 +$9,606,076 DFAC, DFSD, DFIC, AVXC, DFNM 13F-HR 22 Jan 2026, 18:11
Q3 2025 40 $175,280,741 +$15,410,124 -$5,970,386 +$9,439,738 DFAC, DFSD, DFIC, AVXC, DFNM 13F-HR 16 Oct 2025, 17:16
Q2 2025 39 $157,695,320 +$13,439,044 -$4,813,741 +$8,625,303 DFAC, DFSD, DFIC, DFNM, DUHP 13F-HR 15 Jul 2025, 17:07
Q1 2025 38 $139,354,757 +$9,103,648 -$670,084 +$8,433,564 DFAC, DFSD, DFIC, DFNM, DFEM 13F-HR 15 Apr 2025, 09:50
Q4 2024 38 $130,843,666 $0 $0 $0 DFAC, DFSD, DFIC, DFNM, DFEM 13F-HR 14 Feb 2025, 14:37