13F Insight
DOSSIER · 13F-HR · Q2 2026

Vertex Planning Partners, LLC

$673M in tracked AUM across 159 positions as of Q2 2026.

VP
CIK 0001942341 · last filed Jun 30, 2026
Total AUM
$673M
as of Q2 2026
Holdings
159
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Vertex Planning Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$108M1.2M16.1%02
JQUA
J P MORGAN EXCHANGE TRADED F
$50M688K7.4%03
USFR
WISDOMTREE TR
$39M774K5.8%04
TFLO
ISHARES TR
$39M764K5.7%05
DYNF
BLACKROCK ETF TRUST
$33M479K4.8%06
SPY
STATE STR SPDR SP 500 ETF T
$28M38K4.2%07
AAPL
APPLE INC
$27M94K4.0%08
SPYG
SPDR SERIES TRUST
$23M194K3.4%09
JTEK
J P MORGAN EXCHANGE TRADED F
$20M182K3.0%10
BIDD
BLACKROCK ETF TRUST
$19M626K2.8%

Filing history

2026Q2Jun 30
$673M▲ 30.8%
159 positionsView →2026Q1Mar 31
$515M▲ 19.6%
135 positionsView →2025Q4Dec 31
$430M▲ 16.9%
130 positionsView →2025Q3Sep 30
$368M▼ 23.1%
112 positionsView →2025Q2Jun 30
$479M▲ 4.6%
188 positionsLocked2025Q1Mar 31
$458M▲ 1.1%
193 positionsLocked2024Q4Dec 31
$453M▲ 8.4%
181 positionsLocked2024Q3Sep 30
$418M▲ 8.5%
160 positionsLocked2024Q2Jun 30
$385M▲ 6.6%
153 positionsLocked2024Q1Mar 31
$361M▲ 7.1%
153 positionsLocked2023Q4Dec 31
$338M▲ 16.2%
155 positionsLocked2023Q3Sep 30
$291M▼ 1.0%
135 positionsLocked
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