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CIK: 0002109783
Total reported value
$186.5M
$186.5M
196 檔
10.4%
The Q4 2025 SEC filing reveals that Vantus Wealth LLC held a total portfolio value of $186.5M, covering 196 public equity positions.
During Q4 2025, Vantus Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, NVDA) accounted for 10.4% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.81% | +1.32% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.61% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +0.14% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.14% | +0.33% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.09% | -0.04% | — | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.09% | -0.21% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | +0.03% | — | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.86% | -0.44% | — | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.85% | -0.73% | — | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.60% | -0.19% | — | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.52% | -0.57% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | -0.16% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | +0.21% | — | |
| 14 | CGUS | Cap Group Core Equity | ETF-Other | 1.35% | -0.21% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.18% | — | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.32% | -0.77% | — | |
| 17 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.26% | +0.09% | — | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.25% | -1.25% | EXIT | |
| 19 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 1.17% | -0.15% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | +0.22% | — | |
| 21 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.99% | +0.12% | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | -0.02% | — | |
| 23 | FAD | First Trust Multi Cap Growth | ETF-Other | 0.99% | +0.06% | — | |
| 24 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.90% | -0.08% | — | |
| 25 | CGGE | Cap Group Global Eq | ETF-Other | 0.87% | -0.13% | — | |
| 26 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.86% | -0.03% | — | |
| 27 | CGGR | Cap Group Growth Equity | ETF-Other | 0.85% | -0.14% | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.81% | -0.21% | — | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.15% | — | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | -0.62% | — | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | +0.02% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.13% | — | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.74% | -0.21% | — | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.07% | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.72% | -0.06% | — | |
| 36 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.70% | -0.26% | — | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.16% | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.15% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.03% | — | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.64% | +0.03% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.07% | — | |
| 42 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.64% | +0.04% | — | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | — | — | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.61% | +0.04% | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.08% | — | |
| 46 | CGGO | Cap Group Global Growth | ETF-Other | 0.61% | +0.01% | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | — | — | |
| 48 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.60% | +0.04% | — | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.59% | +0.01% | — | |
| 50 | CGBL | Cap Group Core Balanced | ETF-Other | 0.58% | -0.02% | — |
According to official SEC Form 13F filings, Vantus Wealth LLC reported a total U.S. public equity portfolio value of $186.5M across 196 disclosed positions in Q4 2025.
During Q4 2025, Vantus Wealth LLC's top holdings by market value included IVV (4.8%)、MSFT (2.9%)、NVDA (2.3%). The largest single position, IVV, represented 4.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2025, Vantus Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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