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Vantage Point Financial LLC

Q1 2026 13F Holdings

  • Location
    lisle, IL
  • Num holdings

    176

  • Value ($000)

    $285,071

  • Date Filed
    05/04/2026
  • Form type
    13F-HR
  • CIK
    0002048892
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$38.97M
14 %

1,002,720

D
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
25434V625
$21.71M
8 %

301,244

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$13.04M
5 %

366,909

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$13.03M
5 %

258,922

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$7.56M
3 %

157,894

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$7.17M
3 %

93,676

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$6.74M
2 %

198,339

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$6.54M
2 %

186,512

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$5.72M
2 %

165,598

A
AAPL

APPLE INC

COM
037833100
$5.69M
2 %

22,430

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