CIK 2048892
Vantage Point Financial LLC
Institutional 13F holdings & portfolio
Holdings
169
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 169
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFGP | DIMENSIONAL ETF TRUST | 23K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 51K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 59K | $1M+ | SH |
| MTUM | ISHARES TR | 4K | $1M+ | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 44K | $1M+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 50K | $500K+ | SH |
| SUB | ISHARES TR | 9K | $500K+ | SH |
| BALT | INNOVATOR ETFS TRUST | 28K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 15K | $500K+ | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 42K | $500K+ | SH |
| DFVX | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 44K | $500K+ | SH |
| IXC | ISHARES TR | 21K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 10K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| MGC | VANGUARD WORLD FD | 3K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| SHLD | GLOBAL X FDS | 11K | $500K+ | SH |
| POCT | INNOVATOR ETFS TRUST | 16K | $500K+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 36K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| BSJT | INVESCO EXCH TRD SLF IDX FD | 31K | $500K+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| UOCT | INNOVATOR ETFS TRUST | 16K | $500K+ | SH |
| SPDW | SPDR INDEX SHS FDS | 14K | $500K+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 12K | $500K+ | SH |
| TLH | ISHARES TR | 6K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 8K | $500K+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 14K | $500K+ | SH |
| UAUG | INNOVATOR ETFS TRUST | 13K | $500K+ | SH |
| PFE | PFIZER INC | 21K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| MBB | ISHARES TR | 5K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 11K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| TLT | ISHARES TR | 6K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| HIMU | BLACKROCK ETF TRUST II | 9K | $100K–$500K | SH |
| IVV | ISHARES TR | 651 | $100K–$500K | SH |