VESTIA PERSONAL WEALTH ADVISORS
SEC Form 13F institutional filer · CIK 0002033299
13F-HR · 37 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
64.0%
VESTIA PERSONAL WEALTH ADVISORS — $32.4M AUM allocation strategy
VESTIA PERSONAL WEALTH ADVISORS files SEC Form 13F and reports $32.4M of long US equity value across 37 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.9%, followed by Consumer Discretionary 5.4% and Financials 4.8%.
The top 10 holdings account for 64% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
VESTIA PERSONAL WEALTH ADVISORS — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$32.4M
total across 37 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
64% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VOO +6.29K sh · +$3.42M+$IVV +2.21K sh · +$199K+$NFLX +216 sh · +$55.4K
Biggest trims (shares)
−$SPYM −4.13K sh · −$19.3K−$GOOG −329 sh · −$253K−$WMT −228 sh · −$12.4K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$BSX ($279K last qtr)$V ($224K last qtr)$NUE ($210K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals8.0%—
- Semiconductors6.7%—
- Interactive Media & Services4.5%—
- Pharmaceuticals4.2%—
- Broadline Retail3.2%—
- Systems Software3.2%—
- Integrated Oil & Gas3.1%—
- Asset Management & Custody Banks2.8%—
- Other holdings64.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 10.3K | $2.6M | +162 | 8.0% |
| $NVDA | NVIDIA Corporation | 8.58K | $1.5M | -29 | 4.6% |
| $AMZN | Amazon.com Inc | 5.03K | $1.05M | -44 | 3.2% |
| $MSFT | Microsoft Corporation | 2.82K | $1.04M | -91 | 3.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 3.55K | $1.02M | -329 | 3.1% |
| $BLK | BlackRock Inc | 7.83K | $912K | -42 | 2.8% |
| $CAT | Caterpillar Inc | 1.08K | $765K | +4 | 2.4% |
…and 30 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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