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 |
3 positions ·
$947,532 total
· Utilities only
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities