Vantus Wealth LLC

CIK

2109783

Location

LANCASTER, PA

Portfolio Value

Micro $4,346,966

Diversification

Diversified

Filing Date

Dec 31, 2025

Global Rank

#6,661 / 8,652

Top Industry

Semiconductors 9.9%

3Y Alpha vs SPY

-17.5%

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

+6.5%

SPY

+10.4%

Annualised alpha

-13.5%

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 · $4,346,966 total · Consumer Defensive 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
WMT	Walmart Inc. Consumer Defensive	First	9,754	—	$1,086,693	—	25.00%
PG	PROCTER & GAMBLE Co Consumer Defensive	First	5,756	—	$824,892	—	18.98%
PM	Philip Morris International Inc. Consumer Defensive	First	4,474	—	$717,629	—	16.51%
PEP	Pepsico Inc Consumer Defensive	First	3,762	—	$539,922	—	12.42%
BTI	British American Tobacco p.l.c. Consumer Defensive	First	6,913	—	$391,414	—	9.00%
KO	Coca Cola Co Consumer Defensive	First	4,677	—	$326,969	—	7.52%
MO	Altria Group, Inc. Consumer Defensive	First	4,325	—	$249,379	—	5.74%
EL	Estee Lauder Companies Inc Consumer Defensive	First	2,006	—	$210,068	—	4.83%