Vestia Personal Wealth Advisors reported 35 positions worth $23.36M for the quarter ended Sep 30, 2026, up 15.6% on the prior quarter. It opened 3 new positions, added to 25, trimmed 4 and exited 3. Its largest holding is Apple Inc. at 15.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +901 | +30.4% | $462.10K | 8.48% |
| AVGO Broadcom Inc. | +920 | +42.7% | $323.04K | 4.62% |
| C Citigroup Inc | +2,264 | – | $293.09K | 1.25% |
| HD Home Depot, Inc. | +938 | – | $266.95K | 1.14% |
| BRK-B Berkshire Hathaway Inc | +534 | +69.7% | $265.99K | 2.77% |
| AMZN Amazon Com Inc | +923 | +17.7% | $229.98K | 6.56% |
| DIS Walt Disney Co | +2,029 | – | $212.79K | 0.911% |
| GOOGL Alphabet Inc. | +606 | +18.3% | $208.49K | 5.76% |
| AAPL Apple Inc. | +515 | +4.9% | $171.51K | 15.71% |
| IBM International Business Machines Corp | +513 | +33.4% | $112.82K | 1.93% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GEV GE Vernova Inc. | -208 | -100.0% | $244.46K | Exited |
| ORCL Oracle Corp | -1,641 | -100.0% | $240.46K | Exited |
| GS Goldman Sachs Group Inc | -210 | -100.0% | $212.39K | Exited |
| XOM ExxonMobil Holdings Corp | -359 | -10.2% | $58.43K | 2.21% |
| PANW Palo Alto Networks Inc | -14 | -1.5% | $5.56K | 1.56% |
| GOOG Alphabet Inc. | -9 | -0.6% | $3.07K | 2.19% |
| PWR Quanta Services, Inc. | -4 | -0.9% | $2.57K | 1.27% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 11.0K | $3.67M | 15.71% | +515 | +4.9% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 3,863 | $1.98M | 8.48% | +901 | +30.4% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 8,604 | $1.96M | 8.41% | +254 | +3.0% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 6,146 | $1.53M | 6.56% | +923 | +17.7% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 3,910 | $1.35M | 5.76% | +606 | +18.3% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 3,075 | $1.08M | 4.62% | +920 | +42.7% | Added | 0% |
| 7 | CAT Caterpillar Inc | Industrials | 1,138 | $922.91K | 3.95% | +55 | +5.1% | Added | 0% |
| 8 | LLY ELI LILLY & Co | Healthcare | 768 | $888.65K | 3.8% | +13 | +1.7% | Added | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 2,806 | $742.94K | 3.18% | +17 | +0.6% | Added | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,300 | $647.55K | 2.77% | +534 | +69.7% | Added | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 1,679 | $595.55K | 2.55% | +181 | +12.1% | Added | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 748 | $542.52K | 2.32% | +35 | +4.9% | Added | 0% |
| 13 | CVX Chevron Corp | Energy | 2,621 | $535.33K | 2.29% | +298 | +12.8% | Added | 0% |
| 14 | XOM ExxonMobil Holdings Corp | Energy | 3,171 | $516.11K | 2.21% | -359 | -10.2% | Reduced | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 1,504 | $512.55K | 2.19% | -9 | -0.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Vestia Personal Wealth Advisors.
As of its Q3 2026 13F filing, Vestia Personal Wealth Advisors’s five largest positions were Apple Inc. (AAPL) at 15.7%, Microsoft Corp (MSFT) at 8.5%, Nvidia Corp (NVDA) at 8.4%, Amazon Com Inc (AMZN) at 6.6%, Alphabet Inc. (GOOGL) at 5.8% of the reported portfolio.
Vestia Personal Wealth Advisors reported a 13F portfolio worth $23.36M across 35 positions for Q3 2026. That is up 15.6% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($462.10K), Broadcom Inc. ($323.04K), Citigroup Inc ($293.09K). It opened 3 new positions.
Its largest sales by value were GE Vernova Inc. ($244.46K), Oracle Corp ($240.46K), Goldman Sachs Group Inc ($212.39K). It exited 3 positions entirely.
From the Form 13F-HR reports Vestia Personal Wealth Advisors files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.