StockDriftsStockDriftsTop 50 Vantage Financial Partners Ltd., Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 7.79% | 57.6K | $31.4M | +18.16%(+8.86K) | — | 2024-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST INTL CORE EQT MK | 6.51% | 883.6K | $26.2M | +0.87%(+7.61K) | — | 2024-06-30 | |
| FBND | FIDELITY TOTAL BOND ETF | 5.57% | 498.7K | $22.4M | +5.31%(+25.12K) | — | 2024-06-30 | |
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 5.25% | 178.0K | $21.1M | +30.38%(+41.48K) | — | 2024-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF SHARES CREATION UNIT | 4.66% | 570.6K | $18.8M | +3.33%(+18.38K) | — | 2024-06-30 | |
| IJR | ISHARES CORE S&P SMALL-CAP E | 4.01% | 151.2K | $16.1M | +4.03%(+5.86K) | — | 2024-06-30 | |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 3.97% | 33.4K | $16.0M | +6.37%(+2.00K) | — | 2024-06-30 | |
| DGRW | WISDOMTREE TR US QUALITY DIVID GROWTH FD | 3.91% | 201.5K | $15.7M | new | — | 2024-06-30 | |
| AVEM | AMERICAN CENTY ETF TR AVANTIS EMGMKT | 3.65% | 240.4K | $14.7M | +6.87%(+15.45K) | — | 2024-06-30 | |
| CGUS | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNI | 3.65% | 455.2K | $14.7M | +20.49%(+77.43K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Vantage Financial Partners Ltd., Inc. reports $402.41M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are SPY (7.8%), DFAI (6.5%) and FBND (5.6%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vantage Financial Partners Ltd., Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1693809). View Vantage Financial Partners Ltd., Inc.’s 13F filings on SEC