Portfolio (Quarterly) Guide ↗

VESTIA PERSONAL WEALTH ADVISORS

· CIK 0002033299

13F Portfolio $213M AUM 99 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 42 Added 22 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BSX	BOSTON SCIENTIFIC CORP COM	Healthcare	3,045	$279K	0.14%	SOLD
2	FBTC	FIDELITY WISE ORIGIN BITCOIN FUND	Financial Services	2,872	$225K	0.12%	SOLD
3	V	VISA INC COM CL A	Financial Services	690	$224K	0.11%	SOLD
4	NUE	NUCOR CORP COM	Basic Materials	1,164	$210K	0.11%	SOLD

Sector Allocation

Technology 37.0%

Communication Services 12.6%

Consumer Defensive 10.6%

Consumer Cyclical 10.1%

Financial Services 8.2%

Energy 7.9%

Healthcare 7.8%

Industrials 5.9%