Vertrix Wealth Management, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location troy, MICIK 0002118328All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
95 | $271.52M | BSV, VTIP, SPYV, BIV | 13F-HR | Apr 24, 2026 | 000211832826000001 |