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VANTAGE WEALTH

Q4 2025 13F Holdings

  • Location
    pasadena, CA
  • Num holdings

    30

  • Value ($000)

    $462,577

  • Date Filed
    01/14/2026
  • Form type
    13F-HR
  • CIK
    0001569174
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$26.69M
6 %

85,261

G
GLW

CORNING INC

COM
219350105
$23.31M
5 %

266,255

---

TE CONNECTIVITY PLC

ORD SHS
G87052109
$23.05M
5 %

101,310

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$22.51M
5 %

69,850

A
AAPL

APPLE INC

COM
037833100
$21.85M
5 %

80,355

A
AMZN

AMAZON COM INC

COM
023135106
$21.79M
5 %

94,409

M
MSFT

MICROSOFT CORP

COM
594918104
$21.67M
5 %

44,801

V
V

VISA INC

COM CL A
92826C839
$21.31M
5 %

60,760

A
AMGN

AMGEN INC

COM
031162100
$20.86M
5 %

63,729

E
EMR

EMERSON ELEC CO

COM
291011104
$20.45M
4 %

154,060

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