Vertex Planning Partners, LLC: 13F holdings
CIK 19423412026Q2
| Positions | 158 |
|---|
| Reported value | $673.5m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 158 (+23 vs prior quarter) |
|---|
| Reported value | $673.5m (+30.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 1,234,572 | $108.5m | 16.1% |
| JQUA J P MORGAN EXCHANGE TRADED F | 688,073 | $49.7m | 7.4% |
| USFR WISDOMTREE TR | 774,263 | $39.0m | 5.8% |
| TFLO ISHARES TR | 763,672 | $38.7m | 5.7% |
| DYNF BLACKROCK ETF TRUST | 478,583 | $32.5m | 4.8% |
| SPY STATE STR SPDR SP 500 ETF T | 37,639 | $28.1m | 4.2% |
| AAPL APPLE INC | 93,981 | $27.2m | 4.0% |
| SPYG SPDR SERIES TRUST | 193,662 | $23.0m | 3.4% |
| JTEK J P MORGAN EXCHANGE TRADED F | 182,483 | $20.4m | 3.0% |
| BIDD BLACKROCK ETF TRUST | 626,308 | $18.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1942341")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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