Vertex Planning Partners, LLC
Q3 2025 13F Holdings
- Locationdowners grove, IL
- Num holdings
200
- Value ($000)
$521,401
- Date Filed 11/18/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $68.53M | 13 % | 874,721 | ||
J J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $40.60M | 8 % | 645,295 | ||
U WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $27.07M | 5 % | 538,485 | ||
A APPLE INC | COM | 037833100 | $23.02M | 4 % | 90,392 | ||
K SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $16.72M | 3 % | 159,939 | ||
BLACKROCK ETF TRUST | ISHARES INTL DIV | 09290C848 | $14.05M | 3 % | 502,102 | ||
J J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | 46654Q732 | $13.66M | 3 % | 148,577 | ||
T ISHARES TR | TRS FLT RT BD | 46434V860 | $13.61M | 3 % | 269,069 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $13.17M | 3 % | 19,776 | ||
D BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $11.66M | 2 % | 197,006 |
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