Vantus Wealth LLC

All 13F Filings

Location
Lancaster, PA
Most recent 13F
Q2 2026
Holdings value ($000)
186,512
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 8/7/2026 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)
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.