Back to investors
VANTAGE POINT FINANCIAL LLC
VANTAGE POINT FINANCIAL LLC
Latest filing: 2026-06-30
VANTAGE POINT FINANCIAL LLC runs VANTAGE POINT FINANCIAL LLC and currently holds 188 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $328.00M. Their top holdings are DFAC, DCOR, DFIC, DFSD, DFSV. The top five represent 30.4% of reported portfolio weight. VANTAGE POINT FINANCIAL LLC ranks #860 out of 1000 investors tracked by Alpha Score. In the most recent quarter, VANTAGE POINT FINANCIAL LLC initiated 4 new positions. They added to 63 existing positions. They trimmed 31 positions. Their current best-performing preview position is MU with returns of +241.73%.
Sign in to enable email alerts for this investor.
Showper page
188 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 14.00% | $35.43 | $45.61 | +28.73% | Added +3.22% |
 DCOR DIMENSIONAL ETF TRUST | 7.10% | $64.47 | $84.51 | +31.08% | Trimmed -5.65% |
 DFIC DIMENSIONAL ETF TRUST | 4.40% | $27.13 | $39.39 | +45.19% | Added +5.50% |
 DFSD DIMENSIONAL ETF TRUST | 2.45% | $47.17 | $47.31 | +0.30% | Added +6.61% |
 DFSV DIMENSIONAL ETF TRUST | 2.42% | $31.33 | $40.29 | +28.58% | Added +9.54% |
 VT VANGUARD INTL EQUITY INDEX F | 2.33% | $155.03 | $160.80 | +3.72% | Added +1636.30% |
 DFAX DIMENSIONAL ETF TRUST | 2.23% | $24.92 | $38.13 | +53.01% | Added +0.01% |
 DFEM DIMENSIONAL ETF TRUST | 2.16% | $27.42 | $39.90 | +45.51% | Added +5.18% |
 AAPL APPLE INC | 2.03% | $250.51 | $309.35 | +23.49% | Added +2.54% |
 CAT CATERPILLAR INC | 2.02% | $368.97 | $827.65 | +124.31% | Added +0.58% |
Showing 1-10 of 188