Vertex Planning Partners, LLC
CIK 1942341
13F filing for Q2 2026・No. 3,279
- Holdings
- US$673.46M
- Quarter change
- +US$158.59M
- Entries
- 159
- Net bought (estimate)
- +US$102.59M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 27
- Sold out 4
- Cut 29
- Added 90
- Corporate actions 0
- Unchanged 12
Largest holdings
158 stocks worth US$673.46M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 1,234,572 | US$108.49M | 16.11% |
| J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR | Added | 688,073 | US$49.73M | 7.38% |
| WISDOMTREE TRFLOATNG RAT TREA | Cut | 774,263 | US$38.98M | 5.79% |
| ISHARES TRTRS FLT RT BD | Cut | 763,672 | US$38.66M | 5.74% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 478,583 | US$32.55M | 4.83% |
| SPYSTATE STR SPDR SP 500 ETF TTR UNIT | Added | 37,639 | US$28.11M | 4.17% |
| AAPLAppleCOM | Added | 93,981 | US$27.19M | 4.04% |
| SPDR SERIES TRUSTST STR P500GRW | Added | 193,662 | US$23.04M | 3.42% |
| J P MORGAN EXCHANGE TRADED FU S TEC LEA ETF | Added | 182,483 | US$20.36M | 3.02% |
| BLACKROCK ETF TRUSTISHARES INTL DIV | Added | 626,308 | US$18.8M | 2.79% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.