Institutions / Vantage Wealth
Vantage Wealth
CIK 1569174 · Institution · as of Dec 31, 2025
Portfolio value
$462.58M
Positions
30
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 30 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $26.69M | 5.8% |
| Corning Inc /Ny | $23.31M | 5.0% |
| TE Connectivity PLC | $23.05M | 5.0% |
| JPMorgan Chase & Co | $22.51M | 4.9% |
| Apple Inc. | $21.85M | 4.7% |
| Amazon.com Inc | $21.79M | 4.7% |
| Microsoft Corp | $21.67M | 4.7% |
| Visa Inc | $21.31M | 4.6% |
| Amgen Inc | $20.86M | 4.5% |
| Emerson Electric Co | $20.45M | 4.4% |
| Enbridge Inc | $20.15M | 4.4% |
| BlackRock, Inc. | $20.04M | 4.3% |
| Medtronic plc | $19.73M | 4.3% |
| Nextera Energy Inc | $19.39M | 4.2% |
| Warren E. Buffett | $19.07M | 4.1% |
| Pepsico Inc | $18.79M | 4.1% |
| Chevron Corp | $18.64M | 4.0% |
| Air Products & Chemicals, Inc. | $18.60M | 4.0% |
| Texas Instruments Inc | $18.59M | 4.0% |
| Honeywell International Inc | $18.48M | 4.0% |
| Canadian Natl Ry Co | $17.62M | 3.8% |
| Zoetis Inc. | $16.43M | 3.6% |
| NVIDIA Corp | $7.30M | 1.6% |
| Broadcom Inc. | $2.69M | 0.6% |
| Alphabet Inc. | $1.55M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.