13F Insight
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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

Top 10 holdings

By portfolio weight as of Q1 2026.

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