Vantage Point Financial LLC

All 13F Filings

Location
Lisle, IL
Most recent 13F
Q4 2025
Holdings value ($000)
279,563
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
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)
Type Value ($000) Share % Inflow Outflow Net
Stocks 240.9 K 86.2% 10.84 K 0 10.84 K
ETFs 38.7 K 13.8% 10.65 K 0 10.65 K
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Fund Snapshot

Q4 2025
Latest filed
2/2/2026
Total value ($000)
279,563
Holdings
169
QoQ value change ($000)
21,477 (8.3%)
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.