VANTAGE WEALTH

Q3 2025 13F Holdings

  • Location
    pasadena, CA
  • Num holdings

    29

  • Value ($000)

    $459,786

  • Date Filed
    10/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOG

ALPHABET INC

CAP STK CL A
02079K107
$25.43M
6 %

104,625

G
GLW

CORNING INC

COM
219350105
$25.10M
6 %

305,935

---

TE CONNECTIVITY PLC

ORD SHS
G87052109
$23.87M
5 %

108,710

M
MSFT

MICROSOFT CORP

COM
594918104
$23.67M
5 %

45,700

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$22.57M
5 %

71,562

---

BLACKROCK INC

COM
09290D101
$21.97M
5 %

18,844

E
ENB

ENBRIDGE INC

COM
29250N105
$21.60M
5 %

427,980

A
AMZN

AMAZON COM INC

COM
023135106
$21.03M
5 %

95,779

V
V

VISA INC

COM CL A
92826C839
$20.83M
5 %

61,022

A
AAPL

APPLE INC

COM
037833100
$20.78M
5 %

81,610

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