Vantage Point Financial LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$285.1M
Holdings
178
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q2 2025: New position (865.6k shares)
13.7%
02
$DCOR
DIMENSIONAL ETF TRUST
Q2 2025: New position (289.1k shares)
7.6%
03
$DFIC
DIMENSIONAL ETF TRUST
Q2 2025: New position (386.0k shares)
4.6%
04
$USFR
WISDOMTREE TR
Q2 2025: New position (87.9k shares)
4.6%
05
$DFSD
DIMENSIONAL ETF TRUST
Q2 2025: New position (134.6k shares)
2.7%
06
$SPYM
SPDR SERIES TRUST
Q2 2025: New position (114.3k shares)
2.5%
07
$DFAX
DIMENSIONAL ETF TRUST
Q2 2025: New position (210.5k shares)
2.4%
08
$DFSV
DIMENSIONAL ETF TRUST
Q2 2025: New position (164.8k shares)
2.3%
09
$DFEM
DIMENSIONAL ETF TRUST
Q2 2025: New position (166.9k shares)
2.0%
10
$AAPL
APPLE INC
Q1 2026: Sold 1.2% (120.7k → 119.2k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:06 UTC.