Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors reported 112 holdings worth US$256M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Vestia Personal Wealth Advisors reported 112 holdings worth US$256M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 112
- Value as reported
- US$256M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 10,501 | US$3.04M | 1.2% |
| Alphabet Inc (google) Class C | 4,800 | US$1.72M | 0.67% |
| Nvidia Corporation | 8,350 | US$1.67M | 0.65% |
| Amazon.com, Inc. | 5,223 | US$1.24M | 0.49% |
| Caterpillar, Inc. | 1,083 | US$1.15M | 0.45% |
| Microsoft Corp. | 2,962 | US$1.11M | 0.43% |
| Eli Lilly And Company | 755 | US$906K | 0.35% |
| Broadcom Inc. | 2,155 | US$814K | 0.32% |
| Johnson & Johnson | 2,789 | US$708K | 0.28% |
| Tesla, Inc. | 1,498 | US$630K | 0.25% |
| International Business Machines Corporation | 1,538 | US$433K | 0.17% |
| Jp Morgan Chase & Co. | 1,229 | US$402K | 0.16% |
| Meta Platforms, Inc. | 713 | US$402K | 0.16% |
| Chevron Corporation | 2,323 | US$385K | 0.15% |
| Berkshire Hathaway Inc. | 766 | US$383K | 0.15% |
| Mplx Lp | 6,420 | US$362K | 0.14% |
| The Hershey Company | 2,018 | US$354K | 0.14% |
| Walmart Inc. | 3,015 | US$341K | 0.13% |
| Quanta Services, Inc. | 464 | US$334K | 0.13% |
| Micron Technology, Inc. | 281 | US$324K | 0.13% |
| Coca-cola Company (the) | 3,895 | US$320K | 0.12% |
| Palo Alto Networks, Inc. | 933 | US$318K | 0.12% |
| Nucor Corporation | 1,174 | US$262K | 0.10% |
| Procter & Gamble Company (the) | 1,696 | US$249K | 0.10% |
| Ge Vernova Inc. | 208 | US$244K | 0.10% |
| Oracle Corporation | 1,641 | US$240K | 0.09% |
| Netflix, Inc. | 3,160 | US$226K | 0.09% |
| Colgate-palmolive Company | 2,393 | US$219K | 0.09% |
| Costco Wholesale Corporation | 232 | US$217K | 0.08% |
| Goldman Sachs Group, Inc. (the) | 210 | US$212K | 0.08% |
| Bank Of America Corporation | 3,645 | US$208K | 0.08% |
| Inspiremd Inc. | 24,425 | US$17,100 | <0.01% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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