§ 13F · FUND PROFILE
VANTAGE WEALTH.
AUM · $441M (13F)Positions · 29Turnover · n/a · Q4Filed · Jan 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$463M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 85K | $27M | 5.8% | NEW |
| 2 | GLW | CORNING INC | 266K | $23M | 5.0% | NEW |
| 3 | TEL | TE CONNECTIVITY PLC | 101K | $23M | 5.0% | NEW |
| 4 | JPM | JPMORGAN CHASE & CO. | 70K | $23M | 4.9% | NEW |
| 5 | AAPL | APPLE INC | 80K | $22M | 4.7% | NEW |
| 6 | AMZN | AMAZON COM INC | 94K | $22M | 4.7% | NEW |
| 7 | MSFT | MICROSOFT CORP | 45K | $22M | 4.7% | NEW |
| 8 | V | VISA INC | 61K | $21M | 4.6% | NEW |
| 9 | AMGN | AMGEN INC | 64K | $21M | 4.5% | NEW |
| 10 | EMR | EMERSON ELEC CO | 154K | $20M | 4.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VANTAGE SIGNAL
AC read
VANTAGE WEALTH is a Other fund managing $441 million in assets. The fund runs a focused portfolio of just 29 positions.
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