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Filers›Holding Co.›Vantage Point Financial LLC
DOSSIER · 13F-HR · Q1 2026

Vantage Point Financial LLC

Vantage Point Financial's holding co. based in San Francisco, CA — $285M in tracked AUM across 176 positions as of Q1 2026.

VP
Vantage Point Financial·San Francisco, CA·Holding Co.
CIK 0002048892 · last filed Mar 31, 2026
Total AUM
$285M
▲ 17.2%
vs prior
Holdings
176
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Vantage Point Financial LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$39M1.0M13.7%
02
DCOR
DIMENSIONAL ETF TRUST
$22M301K7.6%
03
DFIC
DIMENSIONAL ETF TRUST
$13M367K4.6%
04
USFR
WISDOMTREE TR
$13M259K4.6%
05
DFSD
DIMENSIONAL ETF TRUST
$8M158K2.7%
06
SPYM
SPDR SERIES TRUST
$7M94K2.5%
07
DFAX
DIMENSIONAL ETF TRUST
$7M198K2.4%
08
DFSV
DIMENSIONAL ETF TRUST
$7M187K2.3%
09
DFEM
DIMENSIONAL ETF TRUST
$6M166K2.0%
10
AAPL
APPLE INC
$6M22K2.0%

Filing history

Filing history loading…
AI Agent · grounded in Vantage
haiku-4-5 · 176 positions indexed
Sector mix
  • Tech10%
  • Financials41%
  • Cons. Disc.26%
  • Industrials6%
  • Energy6%
  • Other11%
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