Vertex Planning Partners, LLC
Q1 2026 13F Holdings
- Locationdowners grove, IL
- Num holdings
135
- Value ($000)
$514,877
- Date Filed 05/15/2026
- Form type13F-HR
- CIK 0001942341
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $72.73M | 14 % | 950,227 | ||
ISHARES TR | TRS FLT RT BD | 46434V860 | $52.6M | 10 % | 1,038,819 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $45.01M | 9 % | 894,095 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $38.09M | 7 % | 621,176 | ||
APPLE INC | COM | 037833100 | $22.25M | 4 % | 87,675 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $22.16M | 4 % | 380,971 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $16.15M | 3 % | 164,942 | ||
BLACKROCK ETF TRUST | ISHARES INTL DIV | 09290C848 | $15.21M | 3 % | 535,009 | ||
STATE STR SPDR SP 500 ETF T | TR UNIT | 78462F103 | $13.54M | 3 % | 20,813 | ||
J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | 46654Q732 | $12.5M | 2 % | 157,205 |
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