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| Happy Holidays!! thanks for using AUM13F!! |
| Vantage Wealth
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| CRD # | 111324 |
| SEC # | 801-49690 |
| CIK # | 0001569174, 0001708097 |
| AUM | $609.1 M (2025-01-24) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 626-844-7184 |
| Address | 125 North Raymond Avenue Pasadena, CA 91103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($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) | 21 | 4.8 |
| (b) Individuals (high net worth individuals) | 206 | 566.0 |
| (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 | 9 | 8.2 |
| (h) Charitable organizations | 0 | 13.4 |
| (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 | 5 | 16.7 |
| (n) Other | 0 | 0.0 |
| Total | 457 | 609.1 |
| By Discretionary | ||
| Discretionary | 457 | 609.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 457 | 609.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 609.1 | |
| Total | 457 | 609.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001569174] | |
| D | [0001708097] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arbor Trust Wealth Advisors LLC
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|
MI | 0.6 |
|
Tillman Hartley LLC
✚
|
CO | 0.6 |
|
Swisspartners Advisors AG
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|
0.6 | |
|
Manske Wealth Management LLC
✚
|
TX | 0.6 |
|
E & G Advisors LP
✚
|
TX | 0.6 |
|
Flagship Wealth Advisors LLC
✚
|
MA | 0.6 |
|
AAF Wealth Management LLC
✚
|
MA | 0.6 |
|
Central Valley Advisors LLC
✚
|
CA | 0.6 |
|
Oliver Lagore Vanvalin Investment Group Inc
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|
MI | 0.6 |
|
Optima Asset Management Inc
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|
TX | 0.6 |