VANTAGE WEALTH - Portfolio overview

VANTAGE WEALTH has 30 reported holdings in this dataset, with the latest filing dated 2026-01-14.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GOOG - ALPHABET INC, 5.77%
2. GLW - CORNING INC, 5.04%
3. TEL - TE CONNECTIVITY PLC, 4.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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