VANTAGE WEALTH
Q4 2025 13F Holdings
- Locationpasadena, CA
- Num holdings
30
- Value ($000)
$462,577
- Date Filed01/14/2026
- Form type13F-HR
- CIK0001569174
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
G ALPHABET INC | CAP STK CL C | 02079K107 | $26.69M | 6 % | 85,261 | ||
G CORNING INC | COM | 219350105 | $23.31M | 5 % | 266,255 | ||
TE CONNECTIVITY PLC | ORD SHS | G87052109 | $23.05M | 5 % | 101,310 | ||
J JPMORGAN CHASE & CO. | COM | 46625H100 | $22.51M | 5 % | 69,850 | ||
A APPLE INC | COM | 037833100 | $21.85M | 5 % | 80,355 | ||
A AMAZON COM INC | COM | 023135106 | $21.79M | 5 % | 94,409 | ||
M MICROSOFT CORP | COM | 594918104 | $21.67M | 5 % | 44,801 | ||
V VISA INC | COM CL A | 92826C839 | $21.31M | 5 % | 60,760 | ||
A AMGEN INC | COM | 031162100 | $20.86M | 5 % | 63,729 | ||
E EMERSON ELEC CO | COM | 291011104 | $20.45M | 4 % | 154,060 |
Rows Per Page
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