Vantus Wealth LLC

LANCASTER, PA · CIK 2109783 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 2025 · limited liability company

Assets managed$439.8m
Staff15 · 5 in investment roles
Main clients (by assets)High net worth individuals 48%, Pension plans 29%, Individuals 23%
Form ADV · 2026-09-01SEC adviser record

$186.5m reported value

236positions

23.6%in top 10

—no comparable previous quarter

Also in the report of:

Advyzon Investment Management, LLC – $185.0m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	15,279	$11.4m6.13%	6.13%	First filing
2	APPLE INC COM AAPL	AAPL	15,906	$4.6m2.47%	2.47%	First filing
3	NVIDIA CORPORATION COM NVDA	NVDA	22,606	$4.5m2.43%	2.43%	First filing
4	MICROSOFT CORP COM MSFT	MSFT	11,479	$4.3m2.30%	2.30%	First filing
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,717	$3.8m2.05%	2.05%	First filing
6	AMAZON COM INC COM AMZN	AMZN	15,165	$3.6m1.94%	1.94%	First filing
7	ISHARES TR RUS TP200 GR ETF IWY	IWY	12,074	$3.5m1.88%	1.88%	First filing
8	BROADCOM INC COM AVGO	AVGO	7,872	$3.0m1.59%	1.59%	First filing
9	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	38,959	$2.6m1.42%	1.42%	First filing
10	ISHARES TR S&P 500 GRWT ETF IVW	IVW	19,148	$2.6m1.41%	1.41%	First filing
11	J P MORGAN EXCHANGE TRADED F DIVERSFED RTRN JPME	JPME	20,319	$2.5m1.35%	1.35%	First filing
12	JPMORGAN CHASE & CO COM JPM	JPM	7,315	$2.4m1.28%	1.28%	First filing
13	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,255	$2.3m1.24%	1.24%	First filing
14	META PLATFORMS INC CL A META	META	3,859	$2.2m1.17%	1.17%	First filing
15	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	47,872	$2.1m1.14%	1.14%	First filing
16	ISHARES TR S&P 500 VAL ETF IVE	IVE	9,173	$2.1m1.12%	1.12%	First filing
17	J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF JPSE	JPSE	34,408	$2.1m1.11%	1.11%	First filing
18	FIRST TR EXCHANGE-TRADED ALP COM SHS FAD	FAD	9,828	$2.0m1.05%	1.05%	First filing
19	INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US IUS	IUS	29,059	$1.9m1.02%	1.02%	First filing
20	CATERPILLAR INC COM CAT	CAT	1,719	$1.8m0.98%	0.98%	First filing
21	ALPHABET INC CAP STK CL C GOOG	GOOG	5,137	$1.8m0.97%	0.97%	First filing
22	ISHARES INC CORE MSCI EMKT IEMG	IEMG	21,351	$1.8m0.95%	0.95%	First filing
23	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	35,978	$1.6m0.83%	0.83%	First filing
24	CISCO SYS INC COM CSCO	CSCO	13,141	$1.5m0.83%	0.83%	First filing
25	BLACKROCK ETF TRUST DYNAMIC EQTY ACT BDYN	BDYN	55,257	$1.5m0.82%	0.82%	First filing
26	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	7,105	$1.5m0.81%	0.81%	First filing
27	CAPITAL GROUP GLOBAL EQUITY SHS CGGE	CGGE	39,160	$1.4m0.74%	0.74%	First filing
28	ISHARES TR EAFE GRWTH ETF EFG	EFG	10,760	$1.3m0.72%	0.72%	First filing
29	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	28,103	$1.3m0.71%	0.71%	First filing
30	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	23,906	$1.3m0.68%	0.68%	First filing
31	ABBVIE INC COM ABBV	ABBV	4,974	$1.3m0.67%	0.67%	First filing
32	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	24,748	$1.2m0.67%	0.67%	First filing
33	ISHARES TR MSCI EAFE ETF EFA	EFA	11,920	$1.2m0.66%	0.66%	First filing
34	JOHNSON & JOHNSON COM JNJ	JNJ	4,860	$1.2m0.66%	0.66%	First filing
35	ISHARES TR MSCI USA MMENTM MTUM	MTUM	3,555	$1.2m0.65%	0.65%	First filing
36	WALMART INC COM WMT	WMT	10,724	$1.2m0.65%	0.65%	First filing
37	HOME DEPOT INC COM HD	HD	3,440	$1.2m0.65%	0.65%	First filing
38	VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH VIOG	VIOG	7,808	$1.2m0.64%	0.64%	First filing
39	PHILIP MORRIS INTL INC COM PM	PM	6,600	$1.2m0.64%	0.64%	First filing
40	ELI LILLY & CO COM LLY	LLY	976	$1.2m0.63%	0.63%	First filing
41	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	27,113	$1.1m0.62%	0.62%	First filing
42	ISHARES TR CORE S&P MCP ETF IJH	IJH	14,580	$1.1m0.60%	0.60%	First filing
43	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	33,114	$1.1m0.60%	0.60%	First filing
44	ISHARES TR CORE TOTAL USD IUSB	IUSB	24,064	$1.1m0.60%	0.60%	First filing
45	APPLIED MATLS INC COM AMAT	AMAT	1,518	$1.1m0.59%	0.59%	First filing
46	EXXON MOBIL CORP COM XOM	XOM	7,788	$1.1m0.57%	0.57%	First filing
47	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	27,735	$1.1m0.56%	0.56%	First filing
48	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,146	$1.0m0.55%	0.55%	First filing
49	ISHARES TR EAFE VALUE ETF EFV	EFV	13,370	$1.0m0.55%	0.55%	First filing
50	ZACKS TRUST EARNGS CONSTANT ZECP	ZECP	26,790	$1.0m0.54%	0.54%	First filing
51	PROCTER AND GAMBLE CO COM PG	PG	6,757	$990.9k0.53%	0.53%	First filing
52	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	6,300	$988.8k0.53%	0.53%	First filing
53	BLACKROCK INC COM BLK	BLK	1,027	$987.5k0.53%	0.53%	First filing
54	PALO ALTO NETWORKS INC COM PANW	PANW	2,794	$952.8k0.51%	0.51%	First filing
55	TESLA INC COM TSLA	TSLA	2,227	$936.7k0.50%	0.50%	First filing
56	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	18,154	$914.4k0.49%	0.49%	First filing
57	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,282	$880.6k0.47%	0.47%	First filing
58	VANGUARD INDEX FDS MID CAP ETF VO	VO	10,860	$875.0k0.47%	0.47%	First filing
59	BANK AMERICA CORP COM BAC	BAC	15,196	$865.9k0.46%	0.46%	First filing
60	CHEVRON CORP NEW COM CVX	CVX	4,984	$826.1k0.44%	0.44%	First filing
61	GE AEROSPACE COM NEW GE	GE	2,204	$823.7k0.44%	0.44%	First filing
62	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	19,099	$823.4k0.44%	0.44%	First filing
63	ISHARES TR CORE S&P SCP ETF IJR	IJR	5,545	$822.4k0.44%	0.44%	First filing
64	J P MORGAN EXCHANGE TRADED F ACTIVE DEVELOPIN JADE	JADE	10,169	$814.8k0.44%	0.44%	First filing
65	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	409	$813.7k0.44%	0.44%	First filing
66	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		20,730	$804.1k0.43%	0.43%	First filing
67	ISHARES TR CORE US AGGBD ET AGG	AGG	8,054	$797.2k0.43%	0.43%	First filing
68	MICRON TECHNOLOGY INC COM MU	MU	677	$781.5k0.42%	0.42%	First filing
69	BLACKROCK ETF TRUST ISHARES DEFENSE IDEF	IDEF	23,895	$759.4k0.41%	0.41%	First filing
70	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	20,724	$758.5k0.41%	0.41%	First filing
71	RTX CORPORATION COM RTX	RTX	3,941	$747.7k0.40%	0.40%	First filing
72	VISA INC COM CL A V	V	2,175	$746.3k0.40%	0.40%	First filing
73	UNITEDHEALTH GROUP INC COM UNH	UNH	1,782	$740.7k0.40%	0.40%	First filing
74	FIRST TR EXCHANGE-TRADED FD VEST LADDERED ACYN	ACYN	35,461	$737.2k0.40%	0.40%	First filing
75	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	19,574	$734.2k0.39%	0.39%	First filing
76	CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF CGMM	CGMM	22,188	$731.5k0.39%	0.39%	First filing
77	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,818	$727.4k0.39%	0.39%	First filing
78	UNITED RENTALS INC COM URI	URI	642	$727.3k0.39%	0.39%	First filing
79	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	16,179	$717.7k0.38%	0.38%	First filing
80	ZACKS TRUST SMALL/MID CAP SMIZ	SMIZ	15,716	$701.2k0.38%	0.38%	First filing
81	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,200	$697.1k0.37%	0.37%	First filing
82	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	9,490	$696.7k0.37%	0.37%	First filing
83	MERCK & CO INC COM MRK	MRK	5,250	$674.6k0.36%	0.36%	First filing
84	VERIZON COMMUNICATIONS INC COM VZ	VZ	15,518	$657.0k0.35%	0.35%	First filing
85	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	9,207	$656.0k0.35%	0.35%	First filing
86	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	12,120	$654.7k0.35%	0.35%	First filing
87	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,306	$648.7k0.35%	0.35%	First filing
88	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM OMFL	OMFL	9,386	$643.3k0.34%	0.34%	First filing
89	ZACKS TRUST FOCUS GROWTH ETF GROZ	GROZ	20,032	$636.6k0.34%	0.34%	First filing
90	CAPITAL GROUP NEW GEOGRAPHY SHS CGNG	CGNG	16,983	$636.2k0.34%	0.34%	First filing
91	PARKER-HANNIFIN CORP COM PH	PH	649	$634.8k0.34%	0.34%	First filing
92	CONOCOPHILLIPS COM COP	COP	6,075	$631.6k0.34%	0.34%	First filing
93	PROLOGIS INC. COM PLD	PLD	4,616	$625.3k0.34%	0.34%	First filing
94	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	12,066	$624.8k0.33%	0.33%	First filing
95	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	6,481	$618.6k0.33%	0.33%	First filing
96	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	17,621	$610.0k0.33%	0.33%	First filing
97	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,198	$600.7k0.32%	0.32%	First filing
98	KLA CORP COM NEW KLAC	KLAC	1,980	$597.4k0.32%	0.32%	First filing
99	MCDONALDS CORP COM MCD	MCD	2,158	$583.3k0.31%	0.31%	First filing
100	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	14,631	$577.5k0.31%	0.31%	First filing