VANTAGE WEALTH

Q2 2025 13F Holdings

  • Location
    pasadena, CA
  • Num holdings

    29

  • Value ($000)

    $441,166

  • Date Filed
    07/11/2025
  • Form type
    13F-HR
  • CIK
    0001569174
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$23.07M
5 %

46,385

EMR
EMR

EMERSON ELEC CO

COM
291011104
$22.30M
5 %

167,230

V
V

VISA INC

COM CL A
92826C839
$21.77M
5 %

61,305

AMZN
AMZN

AMAZON COM INC

COM
023135106
$21.40M
5 %

97,554

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$20.96M
5 %

72,287

---

TEXAS INSTRS INC

COM
882508104
$20.94M
5 %

100,850

GLW
GLW

CORNING INC

COM
219350105
$20.37M
5 %

387,425

---

TE CONNECTIVITY PLC

ORD SHS
G87052109
$20.26M
5 %

120,145

---

BLACKROCK INC

COM
09290D101
$20.01M
5 %

19,070

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$19.94M
5 %

113,150

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