13F Insight
DOSSIER · 13F-HR · Q1 2026

Vertex Planning Partners, LLC

$515M in tracked AUM across 135 positions as of Q1 2026.

VP
CIK 0001942341 · last filed Mar 31, 2026
Total AUM
$515M
as of Q1 2026
Holdings
135
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Vertex Planning Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$73M950K14.1%02
TFLO
ISHARES TR
$53M1.0M10.2%03
USFR
WISDOMTREE TR
$45M894K8.7%04
JQUA
J P MORGAN EXCHANGE TRADED F
$38M621K7.4%05
AAPL
APPLE INC
$22M88K4.3%06
DYNF
BLACKROCK ETF TRUST
$22M381K4.3%07
SPYG
SPDR SERIES TRUST
$16M165K3.1%08
BIDD
BLACKROCK ETF TRUST
$15M535K3.0%09
SPY
STATE STR SPDR SP 500 ETF T
$14M21K2.6%10
JTEK
J P MORGAN EXCHANGE TRADED F
$13M157K2.4%

Filing history

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 positionsLocked2023Q2Jun 30
$294M▲ 10.5%
135 positionsLocked
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