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Fundvantage Tr shares owned by Sontag Advisory

Quarter-by-quarter ownership of Fundvantage Tr shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Fundvantage Tr

Tip: Access up to 7 years of quarterly data

All positions including Fundvantage Tr held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundvantage Tr by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $528k 21k 25.03

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Fundvantage Tr

Tectonic Advisors
Riverview Capital Advisers
Sontag Advisory

View all funds holding Fundvantage Tr