13F Insight
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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

Top 10 holdings

By portfolio weight as of Q2 2026.

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