Vantus Wealth LLC

CIK

2109783

Location

LANCASTER, PA

Portfolio Value

Micro $6,676,265

Diversification

Diversified

Filing Date

Dec 31, 2025

Global Rank

#6,431 / 8,420

Top Industry

Semiconductors 9.9%

3Y Alpha vs SPY

-12.8%

Period ended 6 months ago

Filed Feb 10, 2026 · 4mo

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical 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

-12.7%

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, 2025

Top 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	Positions
Technology	28.5%	$17,829,314	20
Financial Services	17.2%	$10,793,272	23
Healthcare	12.3%	$7,683,879	17
Communication Services	10.7%	$6,676,265	8
Consumer Cyclical	9.4%	$5,889,072	7
Industrials	8.1%	$5,044,591	12
Consumer Defensive	6.9%	$4,346,966	8
Energy	3.6%	$2,272,094	4
Utilities	1.5%	$947,532	3
Unclassified	1.0%	$636,162	2
Real Estate	0.7%	$454,086	1

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $6,676,265 total · Communication Services only · as of Dec 31, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	First	9,081	—	$2,842,353	—	42.57%
META	Meta Platforms, Inc. Communication Services	First	2,770	—	$1,828,449	—	27.39%
VZ	Verizon Communications Inc Communication Services	First	12,731	—	$518,533	—	7.77%
NFLX	Netflix Inc Communication Services	First	4,327	—	$405,699	—	6.08%
WBD	Warner Bros. Discovery, Inc. Communication Services	First	12,118	—	$349,240	—	5.23%
T	At&T Inc. Communication Services	First	11,224	—	$278,804	—	4.18%
CMCSA	Comcast Corp Communication Services	First	8,647	—	$242,229	—	3.63%
TMUS	T-Mobile US, Inc. Communication Services	First	1,039	—	$210,958	—	3.16%