Vantus Wealth LLC
Filing Date
Dec 31, 2025
Global Rank
#6,431
/ 8,420
Top Industry
Semiconductors
9.9%
3Y Alpha vs SPY
-12.9%
Period ended 6 months ago
Filed Feb 10, 2026 · 4mo
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+5.5%
SPY
+9.1%
Annualised alpha
-12.8%
Max drawdown
−8.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
105 positions · as of Dec 31, 2025Top Position
6.3%
of portfolio value
Top 5
24.6%
of portfolio value
Top 10
37.1%
of portfolio value
HHI
208
Diversified
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.5% | $17,829,314 |
| Financial Services | 17.2% | $10,793,272 |
| Healthcare | 12.3% | $7,683,879 |
| Communication Services | 10.7% | $6,676,265 |
| Consumer Cyclical | 9.4% | $5,889,072 |
| Industrials | 8.1% | $5,044,591 |
| Consumer Defensive | 6.9% | $4,346,966 |
| Energy | 3.6% | $2,272,094 |
| Utilities | 1.5% | $947,532 |
| Unclassified | 1.0% | $636,162 |
| Real Estate | 0.7% | $454,086 |
105 positions ·
$62,573,233 total
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 105 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
First | 8,180 | $3,956,011 | 6.32% | |
| NVDA |
Nvidia Corp
Technology
|
First | 16,684 | $3,111,566 | 4.97% | |
| AAPL |
Apple Inc.
Technology
|
First | 10,690 | $2,906,183 | 4.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 9,081 | $2,842,353 | 4.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 11,258 | $2,598,571 | 4.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 6,050 | $1,949,431 | 3.12% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 5,424 | $1,877,246 | 3.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,770 | $1,828,449 | 2.92% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 9,754 | $1,086,693 | 1.74% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 3,069 | $1,056,042 | 1.69% | |
| BLK |
BlackRock, Inc.
Financial Services
|
First | 933 | $998,627 | 1.60% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 4,807 | $994,808 | 1.59% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 11,832 | $911,418 | 1.46% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 1,965 | $883,699 | 1.41% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 3,803 | $868,947 | 1.39% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 7,184 | $864,522 | 1.38% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 797 | $856,520 | 1.37% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 5,756 | $824,892 | 1.32% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 1,346 | $771,083 | 1.23% | |
| CVX |
Chevron Corp
Energy
|
First | 4,769 | $726,843 | 1.16% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 4,474 | $717,629 | 1.15% | |
| RTX |
RTX Corp
Industrials
|
First | 3,660 | $671,244 | 1.07% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 12,166 | $669,130 | 1.07% | |
| V |
Visa Inc.
Financial Services
|
First | 1,767 | $619,704 | 0.99% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 934 | $541,206 | 0.86% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 3,762 | $539,922 | 0.86% | |
| GE |
General Electric Co
Industrials
|
First | 1,751 | $539,360 | 0.86% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 1,035 | $520,242 | 0.83% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 12,731 | $518,533 | 0.83% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 1,705 | $518,132 | 0.83% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 1,684 | $514,680 | 0.82% | |
| PH |
Parker-Hannifin Corp
Industrials
|
First | 574 | $504,523 | 0.81% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 2,573 | $473,946 | 0.76% | |
| GD |
General Dynamics Corp
Industrials
|
First | 1,402 | $471,997 | 0.75% | |
| AXP |
American Express Co
Financial Services
|
First | 1,267 | $468,726 | 0.75% | |
| USB |
US Bancorp De
Financial Services
|
First | 8,756 | $467,220 | 0.75% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 18,748 | $466,825 | 0.75% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 4,397 | $462,828 | 0.74% | |
| COP |
Conocophillips
Energy
|
First | 4,930 | $461,497 | 0.74% | |
| PLD |
Prologis, Inc.
Real Estate
|
First | 3,557 | $454,086 | 0.73% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 3,602 | $451,294 | 0.72% | |
| MA |
Mastercard Inc
Financial Services
|
First | 782 | $446,428 | 0.71% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 1,347 | $444,658 | 0.71% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
First | 889 | $435,912 | 0.70% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
First | 1,503 | $419,216 | 0.67% | |
| IBM |
International Business Machines Corp
Technology
|
First | 1,394 | $412,916 | 0.66% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
First | 908 | $411,650 | 0.66% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 4,327 | $405,699 | 0.65% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
First | 1,925 | $401,805 | 0.64% | |
| ASML |
Asml Holding NV
Technology
|
First | 372 | $397,987 | 0.64% |