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Vantus Wealth Portfolio holdings
AUM
$187M
This Fund
S&P 500
This Quarter
Est. Return
+18.09%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$187M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
96.55%
Top 10 Holdings %
Top 10 Hldgs %
23.62%
Holding
236
New
236
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$11.1M |
| 2 |
NVIDIA
NVDA
|
+$4.65M |
| 3 |
Microsoft
MSFT
|
+$4.64M |
| 4 |
Apple
AAPL
|
+$4.55M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$3.86M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.17% |
| 2 | Financials | 7.01% |
| 3 | Healthcare | 5.86% |
| 4 | Communication Services | 5.33% |
| 5 | Industrials | 4.9% |
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Vantus Wealth's Q2 2026 Portfolio in Review
As of Q2 2026, Vantus Wealth held 236 positions worth $187M. Its ten largest holdings account for 24% of the portfolio.
Vantus Wealth deployed $180M of net new capital in Q2 2026, opening 236 new positions. Its largest new stake was iShares Core S&P 500 ETF: 15,279 shares worth $11.4M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Financials and Healthcare.
- Vantus Wealth's largest Q2 2026 buy was iShares Core S&P 500 ETF: 15,279 shares worth $11.4M.
- Vantus Wealth's ten largest holdings make up 24% of its $187M portfolio in Q2 2026.
- Vantus Wealth opened 236 new positions and closed 0 in Q2 2026.
Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.