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Portfolio (Quarterly) Guide ↗

Vested Financial Planning, LLC

· CIK 0002044679
13F Portfolio $149M AUM 29 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 17 Added 5 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ABNB AIRBNB INC Consumer Cyclical 2,143 $271K 0.21% SOLD
Sector Allocation
Technology 61.7%
Financial Services 38.3%