Portfolio (Quarterly) Guide ↗

VESTIA PERSONAL WEALTH ADVISORS

· CIK 0002033299

13F Portfolio $256M AUM 112 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 14 New 39 Added 26 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP COM	Energy	3,112	$528K	0.25%	SOLD

Sector Allocation

Technology 39.7%

Financial Services 11.5%

Consumer Cyclical 9.4%

Communication Services 9.0%

Consumer Defensive 8.5%

Healthcare 8.1%

Industrials 7.4%

Energy 3.7%

Basic Materials 1.3%

Utilities 1.2%