Vantus Wealth LLC

CIK 0002109783 · LANCASTER, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Vantus Wealth LLC reported 236 positions worth $186.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (6.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$186.5M
2026 Q2
Positions
236
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.6%
Est. Net Flow (Q)
2026 Q2
10 / 236 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$11.4M6.13%15,279
2AAPLAPPLE INCSH$4.6M2.47%15,906
3NVDANVIDIA CORPORATIONSH$4.5M2.43%22,606
4MSFTMICROSOFT CORPSH$4.3M2.30%11,479
5GOOGLALPHABET INCSH$3.8M2.05%10,717
6AMZNAMAZON COM INCSH$3.6M1.94%15,165
7IWYISHARES TRSH$3.5M1.88%12,074
8AVGOBROADCOM INCSH$3.0M1.59%7,872
9DYNFBLACKROCK ETF TRUSTSH$2.6M1.42%38,959
10IVWISHARES TRSH$2.6M1.41%19,148

The free plan shows the top 10 positions. The remaining 226 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Vantus Wealth LLC hold as of Q2 2026?

Vantus Wealth LLC reported 236 positions worth $186.5M in its Q2 2026 13F filing. Largest positions: IVV (6.1%), AAPL (2.5%), NVDA (2.4%), MSFT (2.3%) and GOOGL (2.1%).

What did Vantus Wealth LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Vantus Wealth LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.