Vantus Wealth LLC
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 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 |
20 positions ·
$17,829,314 total
· Technology 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
First | 8,180 | $3,956,011 | 22.19% | |
| NVDA |
Nvidia Corp
Technology
|
First | 16,684 | $3,111,566 | 17.45% | |
| AAPL |
Apple Inc.
Technology
|
First | 10,690 | $2,906,183 | 16.30% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 5,424 | $1,877,246 | 10.53% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 11,832 | $911,418 | 5.11% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 1,705 | $518,132 | 2.91% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 2,573 | $473,946 | 2.66% | |
| IBM |
International Business Machines Corp
Technology
|
First | 1,394 | $412,916 | 2.32% | |
| ASML |
Asml Holding NV
Technology
|
First | 372 | $397,987 | 2.23% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 1,470 | $389,417 | 2.18% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 2,231 | $381,612 | 2.14% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 1,421 | $365,182 | 2.05% | |
| ACN |
Accenture plc
Technology
|
First | 1,291 | $346,375 | 1.94% | |
| UBER |
Uber Technologies, Inc
Technology
|
First | 3,800 | $310,498 | 1.74% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
First | 884 | $276,320 | 1.55% | |
| ORCL |
Oracle Corp
Technology
|
First | 1,340 | $261,179 | 1.46% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 1,214 | $259,990 | 1.46% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
First | 519 | $243,286 | 1.36% | |
| ADBE |
Adobe Inc.
Technology
|
First | 643 | $225,043 | 1.26% | |
| APH |
Amphenol Corp /De/
Technology
|
First | 1,517 | $205,007 | 1.15% |