Vested Financial Planning, LLC

Vested Financial Planning, LLC reported 29 holdings worth US$149M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 5, 2026

Vested Financial Planning, LLC reported 29 holdings worth US$149M as of Jun 30, 2026. Largest: Apple Inc and Airbnb, Inc. Filed Aug 5, 2026 (Form 13F).

Holdings
29
Value as reported
US$149M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc9,427US$2.73M1.8%
Airbnb, Inc.0US$00.00%

Source

View original at SEC

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