Vertex Planning Partners, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationdowners grove, IL
- CIK0001942341
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
180 | $458.14M | KRE, JQUA, USFR, AAPL | 13F-HR | May 14, 2025 | 000166773125000634 | ||
181 | $453.26M | KRE, JQUA, USFR, AAPL | 13F-HR | Feb 12, 2025 | 000166773125000244 | ||
160 | $418.31M | JQUA, USFR, KRE, IVV | 13F-HR | Nov 7, 2024 | 000194234124000008 | ||
153 | $385.38M | JQUA, USFR, KRE, IVV | 13F-HR | Aug 13, 2024 | 000194234124000007 | ||
153 | $361.49M | JQUA, USFR, KRE, IVV | 13F-HR | May 13, 2024 | 000194234124000006 | ||
155 | $337.57M | USFR, JQUA, KRE, IVV | 13F-HR | Feb 14, 2024 | 000194234124000001 | ||
135 | $290.52M | USFR, JQUA, DTH, IVV | 13F-HR | Nov 14, 2023 | 000194234123000004 | ||
135 | $293.59M | USFR, JQUA, DTH, IVV | 13F-HR | Aug 14, 2023 | 000194234123000003 | ||
120 | $265.68M | USFR, DTD, DEW, IVV | 13F-HR | May 16, 2023 | 000194234123000002 | ||
140 | $256.38M | USFR, DTD, DEW, IVV | 13F-HR | Feb 6, 2023 | 000194234123000001 |