DOSSIER · 13F-HR · Q1 2026

Vantage Point Financial LLC

$285M in tracked AUM across 176 positions as of Q1 2026.

VP
CIK 0002048892 · last filed Mar 31, 2026
Total AUM
$285M
as of Q1 2026
Holdings
176
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$285M 2.0%
176 positionsView →
2025Q4Dec 31
$280M 26.4%
169 positionsView →
2025Q3Sep 30
$221M 3.0%
108 positionsView →
2025Q2Jun 30
$228M 33.7%
148 positionsLocked
2025Q1Mar 31
$171M 8.1%
87 positionsLocked
2024Q4Dec 31
$186M
122 positionsLocked