Vantage Point Financial LLC
Q3 2025 13F Holdings
- Locationlisle, IL
- Num holdings
310
- Value ($000)
$516,172
- Date Filed 10/24/2025
- Form type13F-HR
- CIK 0002048892
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $35.27M | 14 % | 914,418 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $35.27M | 14 % | 914,418 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $21.74M | 8 % | 302,240 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $21.74M | 8 % | 302,240 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $13.34M | 5 % | 406,880 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $13.34M | 5 % | 406,880 | ||
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $9.60M | 4 % | 122,485 | ||
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $9.60M | 4 % | 122,485 | ||
D DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $6.71M | 3 % | 139,308 | ||
D DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $6.71M | 3 % | 139,308 |
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