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VANTAGE POINT FINANCIAL LLC 13F portfolio summary

VANTAGE POINT FINANCIAL LLC of VANTAGE POINT FINANCIAL LLC has 173 current stock holdings with a reported portfolio value of $285.1M. The portfolio 1 year return is +16.97%. Top holdings include QQQ (0.00%), SPY (0.00%), DFAC (14.01%), DCOR (7.81%), DFIC (4.69%).

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VANTAGE POINT FINANCIAL LLC

VANTAGE POINT FINANCIAL LLC
Latest filing: 2026-03-31

VANTAGE POINT FINANCIAL LLC runs VANTAGE POINT FINANCIAL LLC and currently holds 173 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $285.07M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. VANTAGE POINT FINANCIAL LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, VANTAGE POINT FINANCIAL LLC's portfolio at VANTAGE POINT FINANCIAL LLC has delivered returns of +16.97%. Their 3-year annualized return is +13.68%. Looking at the 5-year horizon, VANTAGE POINT FINANCIAL LLC has achieved +13.68% annualized returns at VANTAGE POINT FINANCIAL LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.97%
#0/1000
3 Year
+13.68%
#0/1000
5 Year
+13.68%
#0/1000

Portfolio Value

$285.07M

Alpha Score

12.9

#0 of 1000

Holdings

173

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change