§ 13F · FUND PROFILE
Vantage Point Financial LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $258M (13F)Positions · 155Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.00M | $39M | 13.7% | +2% |
| 2 | DCOR | DIMENSIONAL ETF TRUST | 301K | $22M | 7.6% | +1% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 367K | $13M | 4.6% | −11% |
| 4 | USFR | WISDOMTREE TR | 259K | $13M | 4.6% | +208% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 158K | $8M | 2.7% | +3% |
| 6 | SPYM | SPDR SERIES TRUST | 94K | $7M | 2.5% | −30% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 198K | $7M | 2.4% | −6% |
| 8 | DFSV | DIMENSIONAL ETF TRUST | 187K | $7M | 2.3% | −1% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 166K | $6M | 2.0% | −8% |
| 10 | AAPL | APPLE INC | 22K | $6M | 2.0% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VANTAGE SIGNAL
AC read
Vantage Point Financial LLC is a Other fund managing $258 million in assets. The fund runs a portfolio of 155 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed