Institutions / Vantus Wealth LLC

Vantus Wealth LLC

CIK 2109783 · Institution · as of Jun 30, 2026
Portfolio value
$186.51M
Positions
236
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$186.51M+37.4%
$186.51M$161.12M$135.73MQ4 '25Q2 '26

Positions

236+20.4%
236216196Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 236 →
CompanyClassValueShares% of portfolio
iShares Tr$11.44M15,2796.1%
Apple Inc.$4.60M15,9062.5%
NVIDIA Corp$4.52M22,6062.4%
Microsoft Corp$4.28M11,4792.3%
Alphabet Inc.$3.83M10,7172.1%
Amazon.com Inc$3.61M15,1651.9%
iShares Tr$3.51M12,0741.9%
Broadcom Inc.$2.97M7,8721.6%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$2.65M38,9591.4%
iShares Tr$2.63M19,1481.4%
J P Morgan Exchange Traded F$2.52M20,3191.4%
JPMORGAN CHASE & CO$2.39M7,3151.3%
Vanguard Index Fds$2.31M6,2551.2%
Meta Platforms Inc$2.17M3,8591.2%
Capital Group Core Equity Et$2.13M47,8721.1%
iShares Tr$2.08M9,1731.1%
J P Morgan Exchange Traded F$2.07M34,4081.1%
First Tr Exchange-Traded Alp$1.97M9,8281.1%
Invesco Exch Trd Slf Idx Fd$1.91M29,0591.0%
Caterpillar Inc$1.83M1,7191.0%
Alphabet Inc.$1.82M5,1371.0%
iShares Inc$1.77M21,3510.9%
First Tr Exchange Traded Fd$1.55M35,9780.8%
Cisco Systems, Inc.$1.54M13,1410.8%
BlackRock ETF Trust$1.53M55,2570.8%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add464287200$4.31M+6K
+60.36%
15,279
6.13% of portfolio
low
Q2 2026
as of
Exit464287101$-1.70M-5K
-100.00%
low
Q2 2026
as of
AddApple Inc.$1.51M+5K
+48.79%
15,906
2.47% of portfolio
low
Q2 2026
as of
New464288885$1.34M+11K
10,760
0.72% of portfolio
low
Q2 2026
as of
AddMicrosoft Corp$1.23M+3K
+40.33%
11,479
2.30% of portfolio
low
Q2 2026
as of
AddNVIDIA Corp$1.18M+6K
+35.50%
22,606
2.43% of portfolio
low
Q2 2026
as of
AddAmazon.com Inc$931.2K+4K
+34.70%
15,165
1.94% of portfolio
low
Q2 2026
as of
AddBroadcom Inc.$924.8K+2K
+45.13%
7,872
1.59% of portfolio
low
Q2 2026
as of
New09290C855$914.4K+18K
18,154
0.49% of portfolio
low
Q2 2026
as of
Trim464288877$-902.4K-12K
-46.86%
13,370
0.55% of portfolio
low