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Vantage Financial Partners, LLC
Vantage Financial Partners, LLC is a registered investment adviser (RIA) headquartered in Elm Grove, Wisconsin, with additional offices in Cincinnati and Columbus, Ohio, Youngstown, Ohio, and Huron, South Dakota. The firm provides comprehensive wealth management, financial planning, and investment advisory services for clients nationwide. Founded by a team with over 175 years of combined industry experience, Vantage Financial Partners serves individuals, families, and businesses, offering tailored solutions designed to meet each client’s financial goals. As of 2025, the firm employs approximately 26 professionals.
Investment Strategy
Vantage Financial Partners, LLC employs a client-centric, goals-based investment advisory model focused on personalized financial planning and wealth management. Their strategy includes integrating asset allocation, risk management, and portfolio diversification to address each client’s unique circumstances, objectives, and risk tolerance. They utilize a range of investment vehicles, and their approach emphasizes disciplined planning, continuous education, and adaptation to market conditions. The firm stresses transparency and customization, aiming to deliver long-term value and financial security for their clients.
Latest 13F Filing Activity
Vantage Financial Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 192 equity positions with a total 13F market value of $433M. The fund increased holdings in Ishares Flexible Income Active Etf, Victoryshares Free Cash Flow Etf, Ishares Expanded Tech Sector Etf among other positions. Vantage Financial Partners, LLC reduced exposure to Ishares Core S&P 500 Etf, Ishares Core S&P Mid-cap Etf, Ishares Core U.s. Aggregate Bond Etf among others.
Top Holdings
Equity Positions (192)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 13.45% | $58.3M | 431,434 | $84.43 | $135.04 | +$4.9M |
V VFLO | VICTORYSHARES FREE CASH FLOW ETF | 6.08% | $26.3M | 744,855 | $34.56 | $35.35 | +$10.2M |
I IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 5.63% | $24.4M | 315,662 | $60.96 | $77.31 | +$1.2M |
I IVV | ISHARES CORE S&P 500 ETF | 5.45% | $23.6M | 38,023 | $508.28 | $620.90 | -$7.8M |
B BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 4.62% | $20.0M | 379,166 | $52.45 | $52.84 | +$10.3M |
Industry Allocation
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