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Vertex Investment Solutions Co., Ltd.

Q2 2026 13F Holdings

  • Location
    chiyoda-ku, M0
  • Num holdings

    26

  • Value ($000)

    $148,213

  • Date Filed
    07/15/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$23.88M
16 %

410,200

T
TIP

ISHARES TR

TIPS BD ETF
464287176
$22.93M
16 %

208,600

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$15.79M
11 %

143,900

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$12.62M
9 %

240,700

E
EMB

ISHARES TR

JPMORGAN USD EMG
464288281
$11.87M
8 %

122,600

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$9M
6 %

91,736

X
XLY

SELECT SECTOR SPDR TR

ST STR DISCR ETF
81369Y407
$8.04M
5 %

68,600

F
FCOM

FIDELITY COVINGTON TRUST

MSCI COMMNTN SVC
316092873
$6.27M
4 %

89,900

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VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$5.14M
4 %

86,800

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$4.96M
3 %

102,400

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