Institutional Fund
Vantage Point Financial LLC
Lisle, ILCIK 20488925 filings on record
Portfolio Value
$284.78M
Q1 2026
Holdings
175
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+1.9%
from $279.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust13.7%
- Dimensional ETF Trust7.6%
- Dimensional ETF Trust4.6%
- Wisdomtree Tr4.6%
- Dimensional ETF Trust2.7%
- Spdr Series Trust2.5%
- Other64.4%
Portfolio Holdings
175 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.00M | $38.97M | 13.7% | +17.5K | Added |
| 2 | Dimensional ETF Trust | 301.2K | $21.71M | 7.6% | +4.0K | Added |
| 3 | Dimensional ETF Trust | 366.9K | $13.04M | 4.6% | −46.1K | Reduced |
| 4 | Wisdomtree Tr | 258.9K | $13.03M | 4.6% | +174.7K | Added |
| 5 | Dimensional ETF Trust | 157.9K | $7.56M | 2.7% | +5.1K | Added |
| 6 | Spdr Series Trust | 93.7K | $7.17M | 2.5% | −40.2K | Reduced |
| 7 | Dimensional ETF Trust | 198.3K | $6.74M | 2.4% | −12.8K | Reduced |
| 8 | Dimensional ETF Trust | 186.5K | $6.54M | 2.3% | −2.1K | Reduced |
| 9 | Dimensional ETF Trust | 165.6K | $5.72M | 2.0% | −14.1K | Reduced |
| 10 | Apple Inc | 22.4K | $5.69M | 2.0% | +678 | Added |
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