DOSSIER · 13F-HR · Q3 2026

Vertex Investment Solutions Co., Ltd.

$137M in tracked AUM across 25 positions as of Q3 2026.

VI
CIK 0002092214 · last filed Sep 30, 2026
Total AUM
$137M
as of Q3 2026
Holdings
25
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Vertex Investment Solutions Co., Ltd. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VGSH
VANGUARD SCOTTSDALE FDS
$24M418K17.5%
02
TIP
ISHARES TR
$19M179K13.6%
03
IGSB
ISHARES TR
$12M238K8.9%
04
EMB
ISHARES TR
$10M113K7.5%
05
XLK
SELECT SECTOR SPDR TR
$10M53K7.5%
06
VNQ
VANGUARD INDEX FDS
$10M110K7.3%
07
LQD
ISHARES TR
$10M95K7.1%
08
VGIT
VANGUARD SCOTTSDALE FDS
$5M88K3.7%
09
BNDX
VANGUARD CHARLOTTE FDS
$5M99K3.4%
10
XLY
SELECT SECTOR SPDR TR
$5M42K3.3%

Filing history

2026Q3Sep 30
$137M▼ 7.6%
25 positionsView →
2026Q2Jun 30
$148M▲ 71.3%
26 positionsView →
2026Q1Mar 31
$87M▼ 14.2%
25 positionsView →
2025Q4Dec 31
$101M—
22 positionsView →