Vested Financial Planning, LLC
CIK
2044679
Location
SAN CARLOS, CA
Portfolio Value
Micro
$4,121,603
Diversification
Highly concentrated
Filing Date
Global Rank
#8,014
/ 8,232
▲ 180
Top Industry
Consumer Electronics
90.1%
3Y Alpha vs SPY
-9.7%
Period ended 2 months ago
Filed Apr 16, 2026 · 58d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.7%
SPY
+23.4%
Annualised alpha
-9.2%
Max drawdown
−27.5%
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
4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
59.4%
+4.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,164
Highly concentrated+524
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 59.4% | $2,449,581 |
| Unclassified | 34.0% | $1,401,404 |
| Consumer Cyclical | 6.6% | $270,618 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +14 | 1,223 | $795,365 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RBLX | Roblox Corp | 4,458 | $361,231 | |
| No positions match the current search. | ||||
4 positions ·
$4,121,603 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 9,652 | $2,449,581 | 59.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,223 | $795,365 | 19.30% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,050 | $606,039 | 14.70% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Held | 2,143 | $270,618 | 6.57% |