13F Filings History of Advantage Trust Co

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$222,007,187
Signature - Title
Julie Beswick - President
Location
Salina, KS
Summary
This page shows a list of all the recent 13F filings made by Advantage Trust Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Advantage Trust Co reported 122 stock holdings with total value $222,007,187 as of Q4 2025. Top holdings included VO, JGRO, VUG, VTV, and DFAI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 122 $222,007,187 +$18,374,699 -$21,681,459 -$3,306,760 VO, JGRO, VUG, VTV, DFAI 13F-HR 29 Jan 2026, 16:48
Q3 2025 191 $221,344,838 +$8,120,812 -$4,895,397 +$3,225,415 JGRO, VUG, VO, VTV, SDVY 13F-HR 03 Nov 2025, 15:57
Q2 2025 207 $202,985,978 +$20,422,807 -$630,348 +$19,792,459 JGRO, VUG, VO, VTV, SDVY 13F-HR 30 Jul 2025, 12:25
Q1 2025 151 $165,009,472 +$7,590,963 -$6,566,638 +$1,024,325 JGRO, VUG, VO, VTV, SDVY 13F-HR 07 May 2025, 12:02
Q4 2024 190 $170,004,243 +$27,120,298 -$5,346,903 +$21,773,395 JGRO, VUG, VO, SDVY, VTV 13F-HR 03 Feb 2025, 16:18
Q3 2024 147 $147,271,420 +$9,038,984 -$8,842,061 +$196,923 JGRO, VO, VUG, SDVY, VTV 13F-HR 04 Nov 2024, 14:36
Q2 2024 170 $139,268,086 +$5,555,711 -$4,115,858 +$1,439,853 JGRO, VUG, VO, SDVY, VTV 13F-HR 09 Aug 2024, 11:11
Q1 2024 171 $135,617,864 +$14,268,078 -$15,177,017 -$908,939 JGRO, VO, VUG, SDVY, VTV 13F-HR 07 May 2024, 10:11
Q4 2023 178 $126,939,901 $0 $0 $0 JGRO, VO, VUG, SDVY, VXUS 13F-HR 07 Feb 2024, 13:58