VESTIA PERSONAL WEALTH ADVISORS

CIK

2033299

Location

FORT WAYNE, IN

Portfolio Value

Micro $16,860,437

Diversification

Diversified

Filing Date

Global Rank

#7,840 / 8,603 ▲ 35 · as of Mar 2026

Top Industry

Consumer Electronics 16.4%

3Y Alpha vs SPY

-2.6%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+35.9%

SPY

+40.4%

Annualised alpha

-2.1%

Max drawdown

−22.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.4%

+0.8 pts

Top 5

42.8%

−0.7 pts

Top 10

65.4%

+0.6 pts

HHI

614

Diversified+29

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.2%	$6,432,968	6
Consumer Defensive	10.9%	$1,840,652	6
Communication Services	10.5%	$1,770,183	3
Consumer Cyclical	10.5%	$1,764,405	2
Healthcare	8.3%	$1,397,863	3
Industrials	6.0%	$1,018,783	2
Unclassified	5.8%	$976,160	1
Energy	5.0%	$847,224	2
Financial Services	4.8%	$812,199	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
FSCO	FS Credit Opportunities Corp.	+704	17,330	$88,383
NFLX	Netflix Inc	+216	3,426	$329,409
AAPL	Apple Inc.	+162	10,262	$2,604,392
AVGO	Broadcom Inc.	+71	2,129	$658,946
KO	Coca Cola Co	+61	3,880	$295,074
COST	Costco Wholesale Corp /New	+57	291	$289,961
ORCL	Oracle Corp	+52	1,659	$244,055
META	Meta Platforms, Inc.	+27	736	$421,087
CL	Colgate Palmolive Co	+25	2,422	$206,427
JNJ	Johnson & Johnson	+22	2,824	$690,298
LLY	ELI LILLY & Co	+12	726	$667,753
BRK-B	Berkshire Hathaway Inc	+7	772	$369,942
CVX	Chevron Corp	+7	2,324	$480,835
HSY	Hershey Co	+6	2,024	$420,769
SPY	Spdr S&P 500 ETF Trust	+5	1,501	$976,160
CAT	Caterpillar Inc	+4	1,080	$765,136
PWR	Quanta Services, Inc.	+2	462	$253,647
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
NSPR	InspireMD, Inc.	−18,000	24,425	$39,812
GOOGL	Alphabet Inc.	−329	3,546	$1,019,687
WMT	Walmart Inc.	−228	3,011	$374,207
JPM	Jpmorgan Chase & Co	−91	1,203	$353,874
MSFT	Microsoft Corp	−91	2,822	$1,044,619
PG	PROCTER & GAMBLE Co	−61	1,760	$254,214
AMZN	Amazon Com Inc	−44	5,025	$1,046,556
NVDA	Nvidia Corp	−29	8,581	$1,496,526
IBM	International Business Machines Corp	−19	1,586	$384,430
TSLA	Tesla, Inc.	−1	1,931	$717,849
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BSX	Boston Scientific Corp	3,045	$290,340
V	Visa Inc.	690	$241,989
FBTC	Fidelity Wise Origin Bitcoin Fund	2,872	$218,932
NUE	Nucor Corp	1,164	$189,860
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $16,860,437 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	10,262	+162	$2,604,392	−5.1%	15.45%
NVDA	Nvidia Corp Technology	Reduced	8,581	-29	$1,496,526	−6.8%	8.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,025	-44	$1,046,556	−10.6%	6.21%
MSFT	Microsoft Corp Technology	Reduced	2,822	-91	$1,044,619	−25.8%	6.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,546	-329	$1,019,687	−15.9%	6.05%
SPY	Spdr S&P 500 ETF Trust	Added	1,501	+5	$976,160	−4.3%	5.79%
CAT	Caterpillar Inc Industrials	Added	1,080	+4	$765,136	+24.1%	4.54%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,931	-1	$717,849	−17.4%	4.26%
JNJ	Johnson & Johnson Healthcare	Added	2,824	+22	$690,298	+19.0%	4.09%
LLY	ELI LILLY & Co Healthcare	Added	726	+12	$667,753	−13.0%	3.96%
AVGO	Broadcom Inc. Technology	Added	2,129	+71	$658,946	−7.5%	3.91%
CVX	Chevron Corp Energy	Added	2,324	+7	$480,835	+36.2%	2.85%
META	Meta Platforms, Inc. Communication Services	Added	736	+27	$421,087	−10.0%	2.50%
HSY	Hershey Co Consumer Defensive	Added	2,024	+6	$420,769	+14.6%	2.50%
IBM	International Business Machines Corp Technology	Reduced	1,586	-19	$384,430	−19.1%	2.28%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,011	-228	$374,207	+3.7%	2.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	772	+7	$369,942	−3.8%	2.19%
MPLX	Mplx LP Energy	Held	6,420	0	$366,389	+6.9%	2.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,203	-91	$353,874	−15.1%	2.10%
NFLX	Netflix Inc Communication Services	Added	3,426	+216	$329,409	+9.4%	1.95%
KO	Coca Cola Co Consumer Defensive	Added	3,880	+61	$295,074	+10.5%	1.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	291	+57	$289,961	+43.7%	1.72%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,760	-61	$254,214	−2.6%	1.51%
PWR	Quanta Services, Inc. Industrials	Added	462	+2	$253,647	+30.6%	1.50%
ORCL	Oracle Corp Technology	Added	1,659	+52	$244,055	−22.1%	1.45%
CL	Colgate Palmolive Co Consumer Defensive	Added	2,422	+25	$206,427	+9.0%	1.22%
FSCO	FS Credit Opportunities Corp. Financial Services	Added	17,330	+704	$88,383	−15.6%	0.52%
NSPR	InspireMD, Inc. Healthcare	Reduced	24,425	-18,000	$39,812	−47.3%	0.24%