VANTAGE WEALTH - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, VANTAGE WEALTH held in its portfolio 30 assets valued at $462,576,526 (i.e. $462.58M).

The most valuable assets in the portfolio included: ALPHABET INC ($26.69M), CORNING INC ($23.31M), and TE CONNECTIVITY PLC ($23.05M).

The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in VANTAGE WEALTH Portfolio

ALPHABET INC

CORNING INC

TE CONNECTIVITY PLC

JPMORGAN CHASE & CO.

APPLE INC

AMAZON COM INC

MICROSOFT CORP

VISA INC

AMGEN INC

EMERSON ELEC CO

VANTAGE WEALTH - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ALPHABET INC	85261	26686693	CAP STK CL C
CORNING INC	266255	23313288	COM
TE CONNECTIVITY PLC	101310	23049038	ORD SHS
JPMORGAN CHASE & CO.	69850	22507067	COM
APPLE INC	80355	21845310	COM
AMAZON COM INC	94409	21791485	COM
MICROSOFT CORP	44801	21666660	COM
VISA INC	60760	21309140	COM CL A
AMGEN INC	63729	20859139	COM
EMERSON ELEC CO	154060	20446843	COM
ENBRIDGE INC	421185	20145279	COM
BLACKROCK INC	18721	20037835	COM
MEDTRONIC PLC	205350	19725921	SHS
NEXTERA ENERGY INC	241575	19393641	COM
BERKSHIRE HATHAWAY INC DEL	37948	19074562	CL B NEW
PEPSICO INC	130905	18787486	COM
CHEVRON CORP NEW	122295	18638981	COM
AIR PRODS & CHEMS INC	75282	18596160	COM
TEXAS INSTRS INC	107160	18591188	COM
HONEYWELL INTL INC	94737	18482241	COM
CANADIAN NATL RY CO	178257	17620704	COM
ZOETIS INC	130555	16426430	CL A
NVIDIA CORPORATION	39162	7303713	COM
BROADCOM INC	7773	2690235	COM
ALPHABET INC	4935	1548603	CAP STK CL A
COSTCO WHSL CORP NEW	852	734714	COM
TJX COS INC NEW	4000	614440	COM
AVERY DENNISON CORP	1472	267727	COM
ARROWHEAD PHARMACEUTICALS IN	3750	248963	COM
LINDBLAD EXPEDITIONS HLDGS I	12000	173040	COM