Vantage Point Financial LLC
All 13F Filings
- Location
- Lisle, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 285,071
- 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 |
|---|---|---|---|---|---|
| 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):
291
(0.1% of total reported value)
· QoQ Δ:
+291
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.19 K | 23.6% | 0 | 173.7 K | -173.7 K |
| ETFs | 217.6 K | 76.4% | 178.9 K | 0 | 178.9 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
285,071
Holdings
176
QoQ value change ($000)
5,508
(2.0%)
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.