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Vestment Financial - Q4 2025 13F Filings

VE

Vestment Financial LLC

CIK: 0002056705
Address: Minnesota Chanhassen 7935 Stone Creek Drive Suite 120
$192.83 M
Portfolio Value
44
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFSD Dimensional Short-Duration Fixed Income Etf
+$2.18 M
2. DFNM Dimensional National Municipal Bond Etf
+$1.49 M
3. DFAC Dimensional Us Core Equity 2 Etf
+$1.17 M
4. BND Vanguard Total Bond Market Etf
+$1.17 M
5. DFIP Dimensional Inflation-Protected Securities Etf
+$706,092.55

Top Sells

Q4 2025
1. DFEM Dimensional Emerging Markets Core Equity 2 Etf
−$225,554.63
2. PMAR Innovator Us Equity Power Buffer Etf - March
−$157,653.81
3. DFAT Dimensional Us Targeted Value Etf
−$123,019.14
4. DFAI Dimensional International Core Equity Market Etf
−$98,430.92
5. QVAL Alpha Architect Us Quantitative Value Etf
−$93,963.05

Asset Allocation

Stocks/ETFs
+9.83%
$186.9 M 96.93%
Options
$0 0.00%
Debt
$0 0.00%
Other
+15.99%
$5.93 M 3.07%

Sector Allocation (Stocks)

Vestment Financial Q4 2025 Filing Summary

Vestment Financial LLC filed its 13F report for Q4 2025 on January 22, 2026. The portfolio totaled 192.83 M reflecting a +10.01% change from the prior quarter, spanning 44 assets. The top 10 holdings comprised 77.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 0 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Vestment Financial’s Q4 2025 Filing

Vestment Financial submitted their Form 13F-HR for the Q4 2025 period on 01/22/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Vestment Financial reported a managed portfolio value of 192.83 M, consisting of 44 individual positions.

This page displays the raw filing documents. To see which stocks Vestment Financial bought or sold during Q4 2025, please visit Vestment Financial's Portfolio Analysis page.