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Vantage Point Financial LLC
Vantage Point Financial LLC is a registered investment adviser headquartered in Lisle, Illinois. Founded in July 2019 by Nicholas J. Reiland and Timothy Reiland, the firm offers comprehensive financial planning and investment management services. With a focus on building long-term, generational relationships, they serve primarily individual and high net worth clients and manage assets for over 1,200 accounts. The firm has 16 employees as of 2025, all dedicated to investment advisory activities.
Investment Strategy
Vantage Point Financial LLC provides tailored investment management and comprehensive financial planning. Their investment approach emphasizes life-long, generational relationships to help clients meet milestones from starting out to retirement. They primarily serve individual investors, constructing diversified portfolios based on each client’s risk tolerance, time horizon, and goals. Their 13F filings indicate broad market exposure, with top holdings in diversified funds and ETFs, demonstrating a focus on asset allocation and long-term portfolio growth.
Latest 13F Filing Activity
Vantage Point Financial LLC filed their most recent 13F report on Jun 30, 2025 disclosing 147 equity positions with a total 13F market value of $228M. The fund increased holdings in Dimensional Etf Trust, SPDR Series Trust, Dimensional Etf Trust among other positions. Vantage Point Financial LLC reduced exposure to Wisdomtree TR, Apple Inc., Ishares Inc. among others.
Top Holdings
Equity Positions (147)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 13.61% | $31.0M | 865,618 | $34.51 | $35.84 | +$3.7M |
D DCOR | DIMENSIONAL ETF TRUST | 8.48% | $19.3M | 289,099 | $64.02 | $66.85 | +$2.0M |
D DFIC | DIMENSIONAL ETF TRUST | 5.26% | $12.0M | 385,969 | $26.11 | $31.09 | +$1.6M |
S SPLG | SPDR SERIES TRUST | 3.65% | $8.3M | 114,330 | $69.86 | $72.69 | +$3.2M |
D DFSD | DIMENSIONAL ETF TRUST | 2.84% | $6.5M | 134,630 | $46.99 | $48.01 | +$401.8K |
Industry Allocation
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