Vantage Point Financial LLC
All 13F Filings
- Location
- Lisle, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 327,997
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 188 | 327,997 | 13F-HR | Vantage Point Financial LLC |
| Q1 2026 | 5/1/2026 | 176 | 285,071 | 13F-HR | Vantage Point Financial LLC |
| Q4 2025 | 2/2/2026 | 169 | 279,563 | 13F-HR | Vantage Point Financial LLC |
| Q3 2025 | 10/24/2025 | 155 | 258,086 | 13F-HR | Vantage Point Financial LLC |
| Q2 2025 | 7/24/2025 | 148 | 227,973 | 13F-HR | Vantage Point Financial LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
877
(0.3% of total reported value)
· QoQ Δ:
+586
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 70.52 K | 21.9% | 3.323 K | 0 | 3.323 K |
| ETFs | 252.1 K | 78.1% | 34.49 K | 0 | 34.49 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
327,997
Holdings
188
QoQ value change ($000)
42,926
(15.1%)
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.