Vantage Point Financial LLC Portfolio Holdings

Vantage Point Financial LLC

  • $228 Billion
  • Q2 2025

Vantage Point Financial LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $228 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $31B, Dimensional ETF Trust with a value of $19.3B, Dimensional ETF Tr Dimensional with a value of $12B, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.31B, and Dimensional ETF Tr Short Durat with a value of $6.46B.

Examining the 13F form we can see an increase of $29.5B in the current position value, from $198B to 228B.

Vantage Point Financial LLC is based out at Lisle, IL

Below you can find more details about Vantage Point Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Billion
ETFs: $152 Billion
Technology: $11.7 Billion
Consumer Cyclical: $3.66 Billion
Financial Services: $3.43 Billion
Communication Services: $3.06 Billion
Industrials: $3.02 Billion
Healthcare: $2.65 Billion
Consumer Defensive: $1.88 Billion
Other: $1.27 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.18 Billion 0.52% of portfolio
21,053
Q2 2025 Added 31.15%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $228 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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