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Vertex Investment Solutions Co., Ltd.

Q1 2026 13F Holdings

  • Location
    chiyoda-ku, M0
  • Num holdings

    25

  • Value ($000)

    $86,531

  • Date Filed
    04/30/2026
  • Form type
    13F-HR
  • CIK
    0002092214
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$23.62M
27 %

403,700

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$12.07M
14 %

229,800

X
XLK

SELECT SECTOR SPDR TR

STATE STREET TEC
81369Y803
$5.94M
7 %

46,100

T
TIP

ISHARES TR

TIPS BD ETF
464287176
$5.11M
6 %

46,300

X
XLC

SELECT SECTOR SPDR TR

STATE STREET COM
81369Y852
$5.01M
6 %

46,100

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VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$4.86M
6 %

81,700

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$4.6M
5 %

95,900

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$4.34M
5 %

40,100

X
XLE

SELECT SECTOR SPDR TR

STATE STREET ENE
81369Y506
$3.48M
4 %

56,400

E
EMB

ISHARES TR

JPMORGAN USD EMG
464288281
$2.49M
3 %

26,700

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