Notify me when VANTAGE WEALTH files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 30 | $462,576,526 | +$10,202,112 | -$16,018,675 | -$5,816,563 | GOOG, GLW, TEL, JPM, AAPL | 13F-HR | 14 Jan 2026, 16:51 |
| Q3 2025 | 29 | $459,785,870 | +$16,898,991 | -$35,613,324 | -$18,714,333 | GOOG, GLW, TEL, MSFT, JPM | 13F-HR | 14 Oct 2025, 10:31 |
| Q2 2025 | 29 | $441,165,842 | +$31,425,210 | -$52,675,108 | -$21,249,898 | MSFT, EMR, V, AMZN, JPM | 13F-HR | 11 Jul 2025, 13:47 |
| Q1 2025 | 31 | $442,181,655 | +$23,044,434 | -$35,526,350 | -$12,481,916 | V, AMGN, CVX, BRKB, MDT | 13F-HR | 09 Apr 2025, 15:31 |
| Q4 2024 | 32 | $464,261,592 | +$8,002,960 | -$8,682,088 | -$679,128 | V, BLK, AMZN, GLW, AAPL | 13F-HR | 21 Jan 2025, 13:32 |
| Q3 2024 | 33 | $462,273,519 | +$7,427,104 | -$3,751,901 | +$3,675,203 | BLK, AAPL, AMZN, AMGN, MSFT | 13F-HR | 08 Oct 2024, 16:14 |
| Q2 2024 | 33 | $433,622,690 | +$41,264,166 | -$40,837,381 | +$426,785 | AMZN, MSFT, AAPL, GOOG, AMGN | 13F-HR | 16 Jul 2024, 13:18 |
| Q1 2024 | 35 | $428,693,554 | +$22,834,925 | -$72,353,046 | -$49,518,121 | GOOG, BLK, MSFT, V, AMZN | 13F-HR | 09 Apr 2024, 14:18 |
| Q4 2023 | 41 | $454,566,252 | +$59,372,276 | -$30,390,075 | +$28,982,201 | BLK, GOOG, JPM, V, MSFT | 13F-HR | 09 Jan 2024, 16:06 |
| Q3 2023 | 39 | $398,904,097 | +$36,447,451 | -$12,889,208 | +$23,558,243 | GOOG, CMCSA, APD, AMGN, JPM | 13F-HR | 10 Oct 2023, 15:21 |
| Q2 2023 | 36 | $389,177,188 | +$32,508,309 | -$19,766,622 | +$12,741,687 | APD, V, JPM, GOOG, CMCSA | 13F-HR | 24 Jul 2023, 15:35 |
| Q1 2023 | 36 | $360,507,208 | +$30,002,741 | -$61,829,978 | -$31,827,237 | APD, GOOG, V, UPS, SBUX | 13F-HR | 11 Apr 2023, 17:26 |
| Q4 2022 | 35 | $388,088,982 | +$2,795,779 | -$20,618,964 | -$17,823,185 | APD, JPM, BLK, SBUX, SCHW | 13F-HR | 12 Jan 2023, 17:44 |
| Q3 2022 | 34 | $362,776,000 | +$52,076,998 | -$7,549,237 | +$44,527,761 | GOOG, SBUX, BMY, PEP, AMGN | 13F-HR | 05 Oct 2022, 15:28 |
| Q2 2022 | 33 | $354,528,000 | +$8,445,700 | -$22,218,879 | -$13,773,179 | GOOG, BMY, AMGN, UPS, BLK | 13F-HR | 19 Jul 2022, 16:40 |
| Q1 2022 | 34 | $449,934,000 | +$40,958,313 | -$23,155,956 | +$17,802,357 | GOOG, AMZN, BRKB, QCOM, UPS | 13F-HR | 14 Apr 2022, 16:12 |
| Q4 2021 | 33 | $452,338,000 | +$39,971,809 | -$16,494,044 | +$23,477,765 | GOOG, QCOM, SCHW, BLK, UPS | 13F-HR | 10 Jan 2022, 13:46 |
| Q3 2021 | 33 | $390,303,000 | +$4,226,091 | -$15,623,371 | -$11,397,280 | GOOG, SCHW, BLK, JPM, BRKB | 13F-HR | 19 Oct 2021, 15:52 |
| Q2 2021 | 35 | $408,791,000 | +$4,844,671 | -$14,071,383 | -$9,226,712 | GOOG, BLK, SCHW, UPS, JPM | 13F-HR | 20 Jul 2021, 12:05 |
| Q1 2021 | 34 | $391,134,000 | +$2,864,460 | -$5,115,041 | -$2,250,581 | GOOG, BLK, SCHW, WBA, DIS | 13F-HR | 13 Apr 2021, 16:07 |
| Q4 2020 | 34 | $371,835,000 | +$18,478,425 | -$3,069,703 | +$15,408,722 | BLK, DIS, QCOM, SCHW, SBUX | 13F-HR | 21 Jan 2021, 13:33 |
| Q3 2020 | 34 | $311,526,000 | +$38,598,066 | -$20,465,963 | +$18,132,103 | UPS, AMZN, BLK, QCOM, GOOG | 13F-HR | 13 Oct 2020, 15:28 |
| Q2 2020 | 30 | $277,678,000 | +$19,536,976 | -$16,242,176 | +$3,294,800 | BLK, AMZN, GOOG, QCOM, UPS | 13F-HR | 21 Jul 2020, 13:16 |
| Q1 2020 | 28 | $235,334,000 | +$45,517,383 | -$42,175,756 | +$3,341,627 | AMZN, BLK, BMY, MSFT, UPS | 13F-HR | 30 Apr 2020, 16:14 |
| Q4 2019 | 35 | $268,883,000 | +$2,123,310 | -$4,887,860 | -$2,764,550 | AAPL, GOOG, Amgen Inc., BMY, JPM | 13F-HR | 13 Feb 2020, 17:14 |
| Q3 2019 | 31 | $244,906,000 | +$3,405,343 | -$5,553,988 | -$2,148,645 | PEP, AAPL, GOOG, Walt Disney Co., AMZN | 13F-HR | 15 Oct 2019, 14:41 |
| Q2 2019 | 31 | $242,141,000 | +$26,274,027 | -$23,244,073 | +$3,029,954 | PEP, Walt Disney Co., AMZN, SBUX, MSFT | 13F-HR | 13 Aug 2019, 14:37 |
| Q1 2019 | 30 | $225,002,000 | +$9,010,989 | -$47,541 | +$8,963,448 | PEP, AMZN, NVS, SBUX, V | 13F-HR | 15 May 2019, 09:19 |
| Q4 2018 | 28 | $193,748,000 | +$16,509,001 | -$32,140,291 | -$15,631,290 | PEP, BRKB, Amgen Inc., NVS, QCOM | 13F-HR | 14 Feb 2019, 18:29 |
| Q3 2018 | 29 | $231,441,000 | +$2,853,114 | -$601,541 | +$2,251,573 | AMZN, V, AAPL, MSFT, QCOM | 13F-HR | 15 Nov 2018, 16:43 |
| Q2 2018 | 25 | $207,967,000 | +$11,135,061 | -$3,414,309 | +$7,720,752 | AMZN, V, PEP, MSFT, AAPL | 13F-HR | 14 Aug 2018, 15:03 |
| Q1 2018 | 24 | $196,880,000 | +$14,790,969 | -$9,019,552 | +$5,771,417 | AMZN, V, BRKB, MSFT, JPM | 13F-HR | 11 May 2018, 15:46 |
| Q4 2017 | 23 | $188,656,000 | $0 | $0 | $0 | V, BRKB, NVS, MSFT, Amgen Inc. | 13F-HR | 14 Feb 2018, 19:56 |
| Q3 2017 | 23 | $188,656,000 | +$6,313,581 | -$7,453,470 | -$1,139,889 | V, BRKB, NVS, MSFT, Amgen Inc. | 13F-HR | 14 Nov 2017, 16:04 |
| Q2 2017 | 24 | $187,541,000 | +$8,011,000 | -$11,367,544 | -$3,356,544 | V, WFC, NVS, BRKB, JPM | 13F-HR | 14 Aug 2017, 19:01 |
| Q1 2017 | 24 | $183,313,000 | +$7,828,000 | -$15,397,432 | -$7,569,432 | WFC, QCOM, V, BRKB, AAPL | 13F-HR | 09 May 2017, 21:30 |
| Q4 2016 | 22 | $182,003,000 | +$7,630,177 | -$5,114,810 | +$2,515,367 | QCOM, WFC, AAPL, BRKB, JPM | 13F-HR | 08 Feb 2017, 19:30 |
| Q3 2016 | 21 | $175,520,000 | +$10,886,205 | -$65,574 | +$10,820,631 | QCOM, AAPL, V, BIIB, BRKB | 13F-HR | 10 Nov 2016, 13:41 |
| Q2 2016 | 20 | $157,129,000 | +$10,036,381 | -$13,624,604 | -$3,588,223 | QCOM, NVS, BRKB, JNJ, PEP | 13F-HR | 10 Aug 2016, 15:58 |
| Q1 2016 | 21 | $157,718,000 | +$10,445,666 | -$28,372,721 | -$17,927,055 | QCOM, AAPL, BRKB, NVS, V | 13F-HR | 09 May 2016, 14:13 |
| Q4 2015 | 26 | $174,013,000 | +$3,718,309 | -$976,088 | +$2,742,221 | MSFT, NVS, JPM, AAPL, BRKB | Restatement | 12 Feb 2016, 15:00 |
| Q3 2015 | 26 | $164,022,000 | +$19,437,716 | -$15,391,879 | +$4,045,837 | AAPL, BRKB, JPM, PEP, MSFT | 13F-HR | 12 Nov 2015, 09:55 |
| Q2 2015 | 26 | $172,297,000 | +$2,841,927 | -$195,296 | +$2,646,631 | AAPL, JPM, BRKB, NVS, ACN | 13F-HR | 13 Aug 2015, 17:06 |
| Q1 2015 | 26 | $172,382,000 | +$10,921,868 | -$2,905,872 | +$8,015,996 | AAPL, BRKB, JPM, NVS, PEP | 13F-HR | 11 May 2015, 17:10 |
| Q4 2014 | 27 | $170,983,000 | +$23,823,292 | -$14,598,090 | +$9,225,202 | AAPL, BRKB, JPM, MMM, MSFT | 13F-HR | 06 Feb 2015, 15:53 |
| Q3 2014 | 26 | $156,063,000 | +$1,788,439 | -$87,783 | +$1,700,656 | AAPL, BRKB, MSFT, TEVA, JPM | 13F-HR | 05 Nov 2014, 14:29 |
| Q2 2014 | 26 | $150,504,000 | +$7,658,065 | -$6,658,292 | +$999,773 | AAPL, BRKB, TEVA, PEP, MSFT | 13F-HR | 08 Aug 2014, 17:22 |
| Q1 2014 | 26 | $156,540,000 | +$4,040,946 | -$5,041,349 | -$1,000,403 | AAPL, BRKB, TEVA, NVS, JPM | 13F-HR | 09 May 2014, 18:56 |
| Q4 2013 | 27 | $154,696,000 | $0 | $0 | $0 | AAPL, NVS, BRKB, UTX, JPM | Restatement | 14 Feb 2014, 12:39 |