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Vantage Point Financial LLC

Q4 2025 13F Holdings

  • Location
    lisle, IL
  • Num holdings

    169

  • Value ($000)

    $279,563

  • Date Filed
    02/02/2026
  • Form type
    13F-HR
  • CIK
    0002048892
  • 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
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$39M
14 %

985,172

D
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
25434V625
$21.88M
8 %

297,201

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$14.23M
5 %

412,996

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$10.74M
4 %

133,913

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$7.33M
3 %

152,824

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$6.91M
3 %

211,170

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$6.2M
2 %

188,576

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$6.02M
2 %

81,172

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$5.94M
2 %

179,664

A
AAPL

APPLE INC

COM
037833100
$5.91M
2 %

21,752

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