VANTAGE WEALTH
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 462,577
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 30 | 462,577 | 13F-HR | VANTAGE WEALTH |
| Q3 2025 | 10/14/2025 | 29 | 459,786 | 13F-HR | VANTAGE WEALTH |
| Q2 2025 | 7/11/2025 | 29 | 441,166 | 13F-HR | VANTAGE WEALTH |
| Q2 2014 | 8/8/2014 | 26 | 150,504 | 13F-HR | Osher Van de Voorde Investment Management |
| Q1 2014 | 5/12/2014 | 26 | 156,540 | 13F-HR | Osher Van de Voorde Investment Management |
| Q4 2013 | 2/14/2014 | 27 | 154,696 | 13F-HR/A - RESTATEMENT | Osher Van de Voorde Investment Management |
| Q4 2013 | 2/13/2014 | 27 | 149,409 | 13F-HR | Osher Van de Voorde Investment Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 462.6 K | 100.0% | 2.79 K | 0 | 2.79 K |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
462,577
Holdings
30
QoQ value change ($000)
2,791
(0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.