Vantus Wealth LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Vantus Wealth LLC reported 196 stock positions worth $135.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 4.8% of the portfolio, followed by Microsoft (MSFT, 2.9%) and Nvidia (NVDA, 2.3%).

Most Recent 13F
Q2 2026
Location
LANCASTER, PA
CIK
0002109783
Portfolio Value
$135.7M (Q4 2025)
SEC Filing
0001765380-26-000092 ↗ filed Feb 10, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $135.7M $135.7M Q4 2025 Q2 2026: $186.5M Q2 2026

Holdings 196 stocks · $135.7M

IVV iShares Core S&P 500 ETF 4.81% 9,528 $6.5M —
MSFT Microsoft Corp. 2.91% 8,180 $4.0M —
NVDA Nvidia Corp. 2.29% 16,684 $3.1M —
AAPL Apple Inc. 2.14% 10,690 $2.9M —
GOOGL Alphabet Inc. Class A 2.09% 9,081 $2.8M —
IWY iShares Russell Top 200 Grow 2.09% 10,260 $2.8M —
AMZN Amazon.com Inc. 1.91% 11,258 $2.6M —
DYNF Ishrs US E F R A ETF-Usd Inc. 1.86% 41,426 $2.5M —
IVE iShares S&P 500 Value ETF 1.85% 11,859 $2.5M —
IVW iShares S&P 500 Growth ETF 1.60% 17,566 $2.2M —
IEMG iShares Core MSCI Emerging 1.52% 30,704 $2.1M —
JPM JPMorgan Chase & Co. 1.44% 6,050 $1.9M —
AVGO Broadcom Inc. 1.38% 5,424 $1.9M —
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 1.35% 45,468 $1.8M —
META Meta Platforms Inc. Class A 1.35% 2,770 $1.8M —
EFV iShares MSCI Eafe Value ETF 1.32% 25,158 $1.8M —
JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F 1.26% 15,685 $1.7M —
OEF iShares S&P 100 ETF 1.25% 4,949 $1.7M —
IUS Invesco Rafi Strategic US Et 1.17% 27,777 $1.6M —
VTI VG Morningstar TS MKT ETF-US 1.02% 4,133 $1.4M —
JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F 0.99% 26,935 $1.3M —
GOOG Alphabet Inc. Class C 0.99% 4,273 $1.3M —
FAD First Trust Multi Cap Growth 0.99% 8,275 $1.3M —
BDYN iShares DYN Act ETF 0.90% 47,957 $1.2M —
CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY 0.87% 37,139 $1.2M —
SDVY First Trust Smid Cap Rising 0.86% 30,365 $1.2M —
CGGR Cap Group Growth Equity 0.85% 26,024 $1.2M —
SCHG Schwab US Large-Cap Growth 0.81% 33,819 $1.1M —
WMT Walmart Inc. 0.80% 9,754 $1.1M —
QUAL iShares MSCI USA Quality Fac 0.80% 5,455 $1.1M —
RSP Invesco S&P 500 Equal Weight 0.79% 5,571 $1.1M —
HD Home Depot Inc. 0.78% 3,069 $1.1M —
BLK BlackRock Inc. 0.74% 933 $999K —
JNJ Johnson & Johnson 0.73% 4,807 $995K —
EFA iShares MSCI Eafe ETF 0.72% 10,199 $979K —
THRO iShares U.S. Thematic Rotati 0.70% 24,499 $945K —
CSCO Cisco Systems Inc. 0.67% 11,832 $911K —
TSLA Tesla Inc. 0.65% 1,965 $884K —
ABBV Abbvie Inc. 0.64% 3,803 $869K —
SPDW Ste STR SPDR PT DW Eu ETF 0.64% 19,559 $869K —
XOM Exxon Mobil Corp. 0.64% 7,184 $865K —
BAI Ishrs AI in and Tech Act ETF 0.64% 25,953 $864K —
LLY Eli Lilly & Co. 0.63% 797 $857K —
MTUM iShares MSCI USA Momentum Fa 0.61% 3,332 $834K —
PG The Procter & Gamble Co. 0.61% 5,756 $825K —
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.61% 23,798 $825K —
IJH iShares Core S&P Midcap ETF 0.60% 12,368 $816K —
VIOG Vanguard S&P SM Cap 600 GRW 0.60% 6,699 $812K —
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.59% 17,131 $797K —
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.58% 22,231 $785K —
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.57% 2,679 $777K —
CAT Caterpillar Inc. 0.57% 1,346 $771K —
ZECP Zacks Earnings Consistent Po 0.57% 22,171 $771K —
VT Vanguard Tot World STK ETF 0.56% 5,385 $760K —
VOO Vanguard S&P 500 ETF 0.56% 1,205 $756K —
CVX Chevron Corp. 0.54% 4,769 $727K —
PM Philip Morris International 0.53% 4,474 $718K —
BND Vanguard Total Bond Market 0.52% 9,577 $709K —
RTX RTX Corp. 0.49% 3,660 $671K —
XLK SS Technology Select Sector 0.49% 4,661 $671K —
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.49% 12,166 $669K —
DFSV Dimensional US Small Cap Val 0.48% 19,828 $652K —
VONE Vanguard Russell 1000 0.48% 2,092 $647K —
V Visa Inc. Class A 0.46% 1,767 $620K —
DFAC Dimensional US Core Equity 2 0.45% 15,302 $606K —
XLF SS Financial Select Sector 0.42% 10,518 $576K —
CGMM Cap Group Small and Mid Cap 0.42% 19,632 $566K —
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.40% 12,543 $547K —
TMO Thermo Fisher Scientific Inc. 0.40% 934 $541K —
PEP Pepsico Inc. 0.40% 3,762 $540K —
GE General Electric filed as GE AEROSPACE 0.40% 1,751 $539K —
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.39% 14,993 $534K —
IJR iShares Core S&P Small-Cap E 0.39% 4,430 $532K —
ITA iShares U.S. Aerospace & Def 0.39% 2,456 $527K —
BRK.B Berkshire Hathaway Inc. Class B 0.38% 1,035 $520K —
VZ Verizon Communications Inc. 0.38% 12,731 $519K —
TSM Taiwan Semiconductor-SP ADR 0.38% 1,705 $518K —
MCD McDonald's Corp. 0.38% 1,684 $515K —
PH Parker Hannifin Corp. 0.37% 574 $505K —
TOTL SS Doubleline TR Tact ETF 0.36% 11,990 $483K —
OMFL Invesco Russell 1000 DYN M/F 0.36% 7,889 $482K —
JADE JPM Activ Develop MKT Eq ETF filed as J P MORGAN EXCHANGE TRADED F 0.35% 7,627 $480K —
PANW Palo Alto Networks Inc. 0.35% 2,573 $474K —
TLH iShares 10-20 Year Treasury 0.35% 4,651 $473K —
GD General Dynamics Corp. 0.35% 1,402 $472K —
AXP American Express Co. 0.35% 1,267 $469K —
BDVL iShares DV Equity Active ETF 0.35% 18,890 $469K —
USB US Bancorp 0.34% 8,756 $467K —
PFE Pfizer Inc. 0.34% 18,748 $467K —
MRK Merck & Co. Inc. 0.34% 4,397 $463K —
COP Conocophillips 0.34% 4,930 $461K —
PLD Prologis Inc. 0.33% 3,557 $454K —
ABT Abbott Laboratories 0.33% 3,602 $451K —
SPEM State Street SP PTF Em ETF 0.33% 9,640 $451K —
LCTU iShares U.S. Carbon Transiti 0.33% 6,073 $450K —
MA Mastercard Inc. Class A 0.33% 782 $446K —
UNH Unitedhealth Group Inc. 0.33% 1,347 $445K —
IEFA iShares Core MSCI Eafe ETF 0.33% 4,940 $442K —
AMP Ameriprise Financial Inc. 0.32% 889 $436K —
RCL Royal Caribbean Cruises Ltd. 0.31% 1,503 $419K —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.30% 1,394 $413K —
VGSH Vanguard Short-Term Treasury 0.30% 7,023 $412K —
DFIV Dimensional International Va 0.30% 8,264 $412K —
VRTX Vertex Pharmaceuticals Inc. 0.30% 908 $412K —
NFLX Netflix Inc. 0.30% 4,327 $406K —
PNC PNC Financial Services Group 0.30% 1,925 $402K —
ASML ASML Holding NV-NY Reg SHS 0.29% 372 $398K —
GROZ Zacks Focus Growth ETF 0.29% 13,217 $394K —
BTI British American Tob-SP ADR 0.29% 6,913 $391K —
IAU iShares Gold Trust 0.29% 4,813 $391K —
CRM Salesforce Inc. 0.29% 1,470 $389K —
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.29% 13,144 $388K —
SMIZ Zacks Small/Mid Cap ETF 0.28% 10,451 $387K —
WFC Wells Fargo & Co. 0.28% 4,113 $383K —
VEA Vanguard Ftse Developed ETF 0.28% 6,136 $383K —
QCOM Qualcomm Inc. 0.28% 2,231 $382K —
MET Metlife Inc. 0.28% 4,790 $378K —
CTAS Cintas Corp. 0.27% 1,956 $368K —
AGG iShares Core U.S. Aggregate 0.27% 3,683 $368K —
AMAT Applied Materials Inc. 0.27% 1,421 $365K —
IEUR iShares Core MSCI Europe ETF 0.27% 5,082 $361K —
VSGX Vanguard ESG Intl Stock ETF 0.26% 4,919 $352K —
WBD Warner Bros Discovery Inc. 0.26% 12,118 $349K —
C Citigroup Inc. 0.26% 2,980 $348K —
URI United Rentals Inc. 0.26% 428 $346K —
ACN Accenture PLC Class A 0.26% 1,291 $346K —
AMGN Amgen Inc. 0.25% 1,056 $346K —
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.25% 1,319 $341K —
CMI Cummins Inc. 0.25% 666 $340K —
PRU Prudential Financial Inc. 0.25% 2,965 $335K —
SYK Stryker Corp. 0.25% 947 $333K —
AEP American Electric Power 0.24% 2,862 $330K —
KO The Coca-Cola Co. 0.24% 4,677 $327K —
LMT Lockheed Martin Corp. 0.24% 670 $324K —
AVEM Avantis Emerging Markets Eq 0.24% 4,200 $323K —
SO The Southern Co. 0.24% 3,701 $323K —
MS Morgan Stanley 0.24% 1,816 $322K —
VTV Vanguard Mrngstr Val ETF-Aui 0.23% 1,670 $319K —
CGHM Cap Group Muni High-Income 0.23% 12,362 $315K —
MDT Medtronic PLC 0.23% 3,276 $315K —
XLI SS Industrial Select Sector 0.23% 2,010 $312K —
UBER Uber Technologies Inc. 0.23% 3,800 $310K —
XLV SS Health Care Select Sector 0.22% 1,960 $303K —
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.22% 9,395 $300K —
DSI iShares ESG MSCI KLD 400 ETF 0.22% 2,315 $298K —
VYM Vanguard High DVD Yield ETF 0.22% 2,075 $298K —
COF Capital One Financial Corp. 0.22% 1,218 $295K —
NEE Nextera Energy Inc. 0.22% 3,672 $295K —
GILD Gilead Sciences Inc. 0.22% 2,399 $294K —
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.21% 2,460 $286K —
USXF iShares ESG Advance MSCI USA 0.21% 4,922 $283K —
AZN Astrazeneca PLC-Spons ADR 0.21% 3,067 $282K —
USSG Xtrackers MSCI USA Sele Eqty 0.21% 4,431 $281K —
BUFR FT Vest Lad Buffervetf-Usd I 0.21% 8,195 $281K —
T AT&T Inc. 0.21% 11,224 $279K —
CDNS Cadence Design SYS Inc. 0.20% 884 $276K —
ESGU iShares ESG Aware MSCI USA 0.20% 1,816 $271K —
CGMS Cap Group US Multi-Sect Bond 0.20% 9,683 $267K —
CGCB Cap Group Core Bond 0.20% 10,081 $267K —
CGMU Cap Group Municipal Income 0.20% 9,725 $266K —
MUB iShares National Muni Bond E 0.20% 2,483 $266K —
QUIZ Zacks QLTY Inter'l Fund 0.19% 9,922 $263K —
ORCL Oracle Corp. 0.19% 1,340 $261K —
AMD Advanced Micro Devices 0.19% 1,214 $260K —
TFC Truist Financial Corp. 0.19% 5,277 $260K —
CMCSA Comcast Corp. Class A 0.19% 8,647 $258K —
HON Honeywell International Inc. 0.19% 1,299 $253K —
GSK GSK PLC-Spon ADR 0.19% 5,148 $252K —
MO Altria Group Inc. 0.18% 4,325 $249K —
SCHF Schwab Intl Equity ETF 0.18% 10,362 $249K —
BDX Becton Dickinson and Co. 0.18% 1,278 $248K —
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 360 $245K —
IAGG iShares Intl Aggregate Bond 0.18% 4,899 $245K —
CRWD CrowdStrike Holdings Inc. Class A 0.18% 519 $243K —
SUSC iShares ESG Aware Usd Corpor 0.18% 10,234 $239K —
FITB Fifth Third Bancorp 0.18% 5,094 $238K —
DE Deere & Co. 0.17% 493 $230K —
VUG Vanguard Mrngstar GR ETF-Sui 0.17% 466 $227K —
PODD Insulet Corp. 0.17% 799 $227K —
LHX L3HARRIS Technologies Inc. 0.17% 767 $225K —
ADBE Adobe Inc. 0.17% 643 $225K —
DHR Danaher Corp. 0.16% 974 $223K —
ISCF iShares International Small 0.16% 5,304 $220K —
KMI Kinder Morgan Inc. 0.16% 7,975 $219K —
CB Chubb Ltd. 0.16% 686 $214K —
MAR Marriott International Class A 0.16% 686 $213K —
TMUS T-Mobile US Inc. 0.16% 1,039 $211K —
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.15% 2,006 $210K —
MBB iShares MBS ETF 0.15% 2,198 $209K —
MRSH Marsh & McLennan Cos 0.15% 1,121 $208K —
GS Goldman Sachs Group Inc. 0.15% 236 $207K —
APH Amphenol Corp. Class A 0.15% 1,517 $205K —
SBUX Starbucks Corp. 0.15% 2,423 $204K —
ANGL Vaneck Fallen Angel High YLD 0.15% 6,844 $201K —
MLN Vaneck Long Muni ETF 0.13% 10,104 $177K —
PGX Invesco Preferred ETF 0.10% 12,288 $138K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 236$186.5MIVV, AAPL, NVDA, MSFT, GOOGL
Q4 2025 196$135.7MIVV, MSFT, NVDA, AAPL, GOOGL