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Vertrix Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    troy, MI
  • CIK
    0002118328
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

103

$296.97M
BIV, BSV, VTIP, SPYV
13F-HR
Jul 9, 2026
000211832826000002

95

$271.52M
BSV, VTIP, SPYV, BIV
13F-HR
Apr 24, 2026
000211832826000001
Vertrix Wealth Management, Llc 13F Filings