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| Happy Holidays!! thanks for using AUM13F!! |
| Vantage Wealth Management LLC
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| CRD # | 152374 |
| SEC # | 801-70921 |
| CIK # | 0001569174, 0001708097 |
| AUM | $897.4 M (2025-03-26) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 650-638-9600 |
| Address | 66 Bovet Road San Mateo, CA 94402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001569174 0001708097 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 23.1 | ||
| Emerson Electric Co | 22.3 | ||
| VISA Inc | 21.8 | ||
| Amazon Com Inc | 21.4 | ||
| J P Morgan Chase & Co | 21.0 | ||
| Texas Instruments Inc | 20.9 | ||
| Corning Inc /NY | 20.4 | ||
| Tyco Electronics Ltd | 20.3 | ||
| BlackRock Inc | 20.0 | ||
| Alphabet Inc | 19.9 | ||
| Enbridge Inc | 19.7 | ||
| Honeywell International Inc | 19.1 | ||
| Medtronic Holdings Ltd | 19.0 | ||
| Accenture PLC | 18.7 | ||
| Amgen Inc | 18.4 | ||
| Air Products & Chemicals Inc /DE/ | 18.2 | ||
| Canadian National Railway Co | 18.2 | ||
| Chevron Corp | 18.0 | ||
| PepsiCo Inc | 17.7 | ||
| FPL Group Inc | 17.2 | ||
| Apple Inc | 17.0 | ||
| Nvidia Corp | 6.2 | ||
| Broadcom Inc | 2.2 | ||
| Alphabet Inc | 0.9 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| TJX Companies Inc /DE/ | 0.5 | ||
| Avery Dennison Corporation | 0.3 | ||
| Capitol Acquisition Corp II | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 389 | 156.3 |
| (b) Individuals (high net worth individuals) | 227 | 735.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,751 | 897.4 |
| By Discretionary | ||
| Discretionary | 1,751 | 897.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,751 | 897.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.8 | |
| United States Persons | 889.6 | |
| Total | 1,751 | 897.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001569174] | |
| D | [0001708097] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ASB Consultores LLC
✚
|
FL | 0.9 |
|
Archer Investment Corporation
✚
|
IN | 0.9 |
|
Syverson Strege & Company
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|
IA | 0.9 |
|
Sittner & Nelson LLC
✚
|
OR | 0.9 |
|
Strid Group LLC
✚
|
PA | 0.9 |
|
Mengis Capital Management Inc
✚
|
OR | 0.9 |
|
Nippon Value Investors KK
✚
|
0.9 | |
|
The Mosaic Financial Group LLC
✚
|
IL | 0.9 |
|
Dean Investment Associates LLC
✚
|
OH | 0.9 |
|
Pathway Financial Advisors LLC
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|
VT | 0.9 |