$255 Million is the total value of Vantage Financial Partners, LLC's 84 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 22.9% |
| ISHARES TR | 8 | Q3 2023 | 22.7% |
| ISHARES TR | 8 | Q3 2023 | 31.0% |
| ISHARES TR | 8 | Q3 2023 | 18.3% |
| ISHARES TR CORE MSCI TOTAL | 8 | Q3 2023 | 8.5% |
| ISHARES TR ISHS 15YR INVS | 8 | Q3 2023 | 10.0% |
| ISHARES TR | 8 | Q3 2023 | 6.7% |
| ISHARES TR | 8 | Q3 2023 | 7.6% |
| ISHARES U.S. TREASURY BOND ETF | 8 | Q3 2023 | 5.6% |
| ISHARES TR RUS 1000 GRW ETF | 8 | Q3 2023 | 4.6% |
View Vantage Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-16 |
View Vantage Financial Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.