§ 13F · FUND PROFILE
VANTAGE WEALTH.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $441.2T (13F)Positions · 29Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$462.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 85K | $26.7T | 5.8% | NEW |
| 2 | GLW | CORNING INC | 266K | $23.3T | 5.0% | NEW |
| 3 | TEL | TE CONNECTIVITY PLC | 101K | $23.0T | 5.0% | NEW |
| 4 | JPM | JPMORGAN CHASE & CO. | 70K | $22.5T | 4.9% | NEW |
| 5 | AAPL | APPLE INC | 80K | $21.8T | 4.7% | NEW |
| 6 | AMZN | AMAZON COM INC | 94K | $21.8T | 4.7% | NEW |
| 7 | MSFT | MICROSOFT CORP | 45K | $21.7T | 4.7% | NEW |
| 8 | V | VISA INC | 61K | $21.3T | 4.6% | NEW |
| 9 | AMGN | AMGEN INC | 64K | $20.9T | 4.5% | NEW |
| 10 | EMR | EMERSON ELEC CO | 154K | $20.4T | 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 $441165.8 trillion in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed