Long-term investor
Vestia Personal Wealth Advisors @vestiapersonalwealthadvi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002033299).
Record
- Tracked since 2025-06-30 (434 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days +6.8% · 6 months +9.1% · 1 year +16.2% · all +16.2%
- Max drawdown -4.2% · Sharpe 0.95 · win rate 12% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 10.2% · long · since 2025-06-30
- DFIV · 8.4% · long · since 2025-06-30
- DFIC · 8.2% · long · since 2025-06-30
- DFUV · 5.4% · long · since 2025-06-30
- DFSV · 5.1% · long · since 2025-06-30
- DFAT · 5.1% · long · since 2025-06-30
- VOO · 4.9% · long · since 2025-06-30
- DFAS · 3.9% · long · since 2025-06-30
- DFNM · 3.4% · long · since 2025-06-30
- DFGP · 3.4% · long · since 2026-03-31
- DFEV · 3.0% · long · since 2025-06-30
- DFLV · 3.0% · long · since 2025-06-30