Institutions / Vantage Point Financial LLC

Vantage Point Financial LLC

CIK 2048892 · Institution · as of Dec 31, 2025

Portfolio value

$279.56M

Positions

169

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 169 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$39.00M	985,172	14.0%
Dimensional ETF Trust	—	$21.88M	297,201	7.8%
Dimensional ETF Trust	—	$14.23M	412,996	5.1%
SPDR Series Trust	—	$10.74M	133,913	3.8%
Dimensional ETF Trust	—	$7.33M	152,824	2.6%
Dimensional ETF Trust	—	$6.91M	211,170	2.5%
Dimensional ETF Trust	—	$6.20M	188,576	2.2%
Dimensional ETF Trust	—	$6.02M	81,172	2.2%
Dimensional ETF Trust	—	$5.94M	179,664	2.1%
Apple Inc.	—	$5.91M	21,752	2.1%
Dimensional ETF Trust	—	$5.19M	95,749	1.9%
NVIDIA Corp	—	$5.19M	27,816	1.9%
Dimensional ETF Trust	—	$5.14M	120,856	1.8%
Dimensional ETF Trust	—	$5.01M	95,124	1.8%
WisdomTree Tr	—	$4.24M	84,197	1.5%
Dimensional ETF Trust	—	$3.89M	83,079	1.4%
Dimensional ETF Trust	—	$3.65M	61,278	1.3%
iShares Tr	—	$3.55M	16,731	1.3%
Caterpillar Inc	—	$3.54M	6,175	1.3%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$3.49M	57,439	1.2%
Dimensional ETF Trust	—	$3.29M	86,343	1.2%
iShares Inc	—	$3.09M	46,014	1.1%
Dimensional ETF Trust	—	$3.06M	89,473	1.1%
VanEck ETF Trust	—	$2.95M	28,502	1.1%
Dimensional ETF Trust	—	$2.84M	40,778	1.0%

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.