Vested Financial Planning, LLC

13F Filings History

Latest 13F report: Q2 2025 - Jul 22, 2025
Value $: $112M
Signature - Title: Thomas Lo - Principal
Location: San Carlos, CA
Summary: This page shows a list of all the recent 13F filings made by Vested Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vested Financial Planning, LLC reported 28 stock holdings with total value $112M as of Q2 2025. Top holdings included DFAC, DFAX, VOO, DFNM, and DFCF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	28	$112M	+$10.2M	-$5.06M	+$5.1M	DFAC, DFAX, VOO, DFNM, DFCF	13F-HR	7/21/2025, 05:39 PM
Q1 2025	25	$100M	+$305K	-$4.04M	-$3.73M	DFAC, DFAX, VOO, DFNM, DFCF	13F-HR	4/29/2025, 06:36 PM
Q4 2024	25	$106M	$0	$0		DFAC, DFAX, VOO, DFNM, DFCF	13F-HR	1/28/2025, 06:23 PM