Vantus Wealth LLC

All 13F Filings

Location
Lancaster, PA
Most recent 13F
Q2 2026
Holdings value ($000)
186,512
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/7/2026 236 186,512 13F-HR Vantus Wealth LLC
Q4 2025 2/10/2026 196 135,730 13F-HR Vantus Wealth LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 105.2 K 56.4% 105.2 K 0 105.2 K
ETFs 80.77 K 43.3% 80.77 K 0 80.77 K
Debt 359 0.2% 359 0 359
Other 159 0.1% 159 0 159
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
186,512
Holdings
236
QoQ value change ($000)
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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.