Osher Van de Voorde Investment Management
Latest statistics and disclosures from Vantage Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, GLW, TEL, JPM, AAPL, and represent 25.38% of Vantage Wealth's stock portfolio.
- Added to shares of these 7 stocks: APD, ZTS, TXN, HON, BRK.B, CNI, ARWR.
- Started 1 new stock position in ARWR.
- Reduced shares in these 10 stocks: GOOG (-$6.1M), GLW, TEL, MDT, AMGN, JPM, MSFT, NEE, AAPL, EMR.
- Vantage Wealth was a net seller of stock by $-5.8M.
- Vantage Wealth has $463M in assets under management (AUM), dropping by 0.61%.
- Central Index Key (CIK): 0001569174
Tip: Access up to 7 years of quarterly data
Positions held by Osher Van de Voorde Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Vantage Wealth
Vantage Wealth holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $27M | -18% | 85k | 313.00 |
|
| Corning Incorporated (GLW) | 5.0 | $23M | -12% | 266k | 87.56 |
|
| Te Connectivity Ord Shs (TEL) | 5.0 | $23M | -6% | 101k | 227.51 |
|
| JPMorgan Chase & Co. (JPM) | 4.9 | $23M | -2% | 70k | 322.22 |
|
| Apple (AAPL) | 4.7 | $22M | 80k | 271.86 |
|
|
| Amazon (AMZN) | 4.7 | $22M | 94k | 230.82 |
|
|
| Microsoft Corporation (MSFT) | 4.7 | $22M | 45k | 483.62 |
|
|
| Visa Com Cl A (V) | 4.6 | $21M | 61k | 350.71 |
|
|
| Amgen (AMGN) | 4.5 | $21M | -2% | 64k | 327.31 |
|
| Emerson Electric (EMR) | 4.4 | $20M | 154k | 132.72 |
|
|
| Enbridge (ENB) | 4.4 | $20M | 421k | 47.83 |
|
|
| Blackrock (BLK) | 4.3 | $20M | 19k | 1070.34 |
|
|
| Medtronic SHS (MDT) | 4.3 | $20M | -4% | 205k | 96.06 |
|
| Nextera Energy (NEE) | 4.2 | $19M | 242k | 80.28 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $19M | +4% | 38k | 502.65 |
|
| Pepsi (PEP) | 4.1 | $19M | 131k | 143.52 |
|
|
| Chevron Corporation (CVX) | 4.0 | $19M | 122k | 152.41 |
|
|
| Air Products & Chemicals (APD) | 4.0 | $19M | +17% | 75k | 247.02 |
|
| Texas Instruments Incorporated (TXN) | 4.0 | $19M | +10% | 107k | 173.49 |
|
| Honeywell International (HON) | 4.0 | $19M | +8% | 95k | 195.09 |
|
| Canadian Natl Ry (CNI) | 3.8 | $18M | +2% | 178k | 98.85 |
|
| Zoetis Cl A (ZTS) | 3.6 | $16M | +20% | 131k | 125.82 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $7.3M | 39k | 186.50 |
|
|
| Broadcom (AVGO) | 0.6 | $2.7M | 7.8k | 346.10 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.5M | 4.9k | 313.80 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $735k | 852.00 | 862.34 |
|
|
| TJX Companies (TJX) | 0.1 | $614k | 4.0k | 153.61 |
|
|
| Avery Dennison Corporation (AVY) | 0.1 | $268k | 1.5k | 181.88 |
|
|
| Arrowhead Pharmaceuticals (ARWR) | 0.1 | $249k | NEW | 3.8k | 66.39 |
|
| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $173k | 12k | 14.42 |
|
Past Filings by Vantage Wealth
SEC 13F filings are viewable for Vantage Wealth going back to 2012
- Vantage Wealth 2025 Q4 filed Jan. 14, 2026
- Vantage Wealth 2025 Q3 filed Oct. 14, 2025
- Vantage Wealth 2025 Q2 filed July 11, 2025
- Vantage Wealth 2025 Q1 filed April 9, 2025
- Vantage Wealth 2024 Q4 filed Jan. 21, 2025
- Osher Van de Voorde Investment Management 2024 Q3 filed Oct. 8, 2024
- Osher Van de Voorde Investment Management 2024 Q2 filed July 16, 2024
- Osher Van de Voorde Investment Management 2024 Q1 filed April 9, 2024
- Osher Van de Voorde Investment Management 2023 Q4 filed Jan. 9, 2024
- Osher Van de Voorde Investment Management 2023 Q3 filed Oct. 10, 2023
- Osher Van de Voorde Investment Management 2023 Q2 filed July 24, 2023
- Osher Van de Voorde Investment Management 2023 Q1 filed April 11, 2023
- Osher Van de Voorde Investment Management 2022 Q4 filed Jan. 13, 2023
- Osher Van de Voorde Investment Management 2022 Q3 filed Oct. 5, 2022
- Osher Van de Voorde Investment Management 2022 Q2 filed July 19, 2022
- Osher Van de Voorde Investment Management 2022 Q1 filed April 14, 2022