What does Vertex Planning Partners, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDR SERIES TRUST

$73M950K14.1%

ISHARES TR

$53M1.0M10.2%

WISDOMTREE TR

$45M894K8.7%

J P MORGAN EXCHANGE TRADED F

$38M621K7.4%

APPLE INC

$22M88K4.3%

BLACKROCK ETF TRUST

$22M381K4.3%

SPDR SERIES TRUST

$16M165K3.1%

BLACKROCK ETF TRUST

$15M535K3.0%

STATE STR SPDR SP 500 ETF T

$14M21K2.6%

J P MORGAN EXCHANGE TRADED F

$13M157K2.4%

Filing history loading…