Vertex Planning Partners, LLC
Q1 2025 13F Holdings
- Locationdowners grove, IL
- Num holdings
180
- Value ($000)
$458,145
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001942341
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $61.38M | 13 % | 933,352 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $35.71M | 8 % | 632,454 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $31.82M | 7 % | 632,240 | ||
AAPL APPLE INC | COM | 037833100 | $19.92M | 4 % | 89,662 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $15.05M | 3 % | 252,234 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $14.30M | 3 % | 282,250 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $12.60M | 3 % | 156,770 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.55M | 3 % | 22,438 | ||
BLACKROCK ETF TRUST | INT DIVIDEND ETF | 09290C848 | $12.25M | 3 % | 473,148 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $9.99M | 2 % | 107,635 |
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