Vertex Planning Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1942341
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13F Reported Value
ⓘ$673.5M
Holdings
158
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Vertex Planning Partners, LLC disclosed 158 positions worth $673.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 22 new positions and exited 4 — including a new stake in $QQQ. The portfolio is most concentrated in Other (80.8% of disclosed assets). All figures are sourced directly from Vertex Planning Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1942341.
AI Fund Analysis
DiversifyingSPDR SERIES TRUST - ST STR
16.1% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
7.4% weight
Held 10 quarters
$WT5.8% weight
Held 10 quarters
ISHARES TR - TRS FLT RT BD
5.7% weight
Held 10 quarters
BLACKROCK ETF TRUST - ISHA
4.8% weight
Held 10 quarters
BLACKROCK ETF TRUST - ISHA
9 quarters accumulating
BLACKROCK ETF TRUST II - I
9 quarters accumulating
SPDR SERIES TRUST - ST INT
9 quarters accumulating
J P MORGAN EXCHANGE TRADED
8 quarters accumulating
PIMCO ETF TR - INTER MUN B
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$108.5M1,234,572 shJ P MORGAN EXCHANGE TRADED F - US QUALTY FCTR
—Quality
$49.7M688,073 sh- 59.9#903
Quality
$39.0M774,263 sh ISHARES TR - TRS FLT RT BD
—Quality
$38.7M763,672 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$32.5M478,583 sh- —
Quality
$28.1M37,639 sh - 76.4
Quality
$27.2M93,981 sh SPDR SERIES TRUST - ST STR P500GRW
—Quality
$23.0M193,662 shJ P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF
—Quality
$20.4M182,483 shBLACKROCK ETF TRUST - ISHARES INTL DIV
—Quality
$18.8M626,308 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $108.5M | 1,234,572 |
| J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $49.7M | 688,073 |
| WisdomTree, Inc.$WT | 59.9#903 | $39.0M | 774,263 |
| ISHARES TR - TRS FLT RT BD | — | $38.7M | 763,672 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $32.5M | 478,583 |
 SPDR S&P 500 ETF TRUST$SPY | — | $28.1M | 37,639 |
 Apple Inc.$AAPL | 76.4 | $27.2M | 93,981 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $23.0M | 193,662 |
| J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | — | $20.4M | 182,483 |
| BLACKROCK ETF TRUST - ISHARES INTL DIV | — | $18.8M | 626,308 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Vertex Planning Partners, LLC's 158 positions.
Showing top 10 of 158 holdings.
Sector Allocation
Other
$544.1M
Financials
$80.3M
Technology
$34.3M
Healthcare
$8.5M
Consumer Discretionary
$2.0M
Consumer Staples
$1.3M
Energy
$1.1M
Communication Services
$710,912
Top Holdings — Vertex Planning Partners, LLC (Q2 2026)
Top 150 of 158 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $108.5M | 16.1% | +30% | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $49.7M | 7.4% | +11% | — |
| 3 | $WT | WisdomTree, Inc. | $39.0M | 5.8% | -13% | 59.9 |
| 4 | — | ISHARES TR - TRS FLT RT BD | $38.7M | 5.7% | -26% | — |
| 5 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $32.5M | 4.8% | +26% | — |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $28.1M | 4.2% | +81% | — |
| 7 | $AAPL | Apple Inc. | $27.2M | 4.0% | +7% | 76.4 |
| 8 | — | SPDR SERIES TRUST - ST STR P500GRW | $23.0M | 3.4% | +17% | — |
| 9 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | $20.4M | 3.0% | +16% | — |
| 10 | — | BLACKROCK ETF TRUST - ISHARES INTL DIV | $18.8M | 2.8% | +17% | — |
| 11 | — | ISHARES TR - HDG MSCI EAFE | $14.2M | 2.1% | +17% | — |
| 12 | — | ISHARES TR - CORE UNIVRSL USD | $12.1M | 1.8% | +106% | — |
| 13 | — | PGIM ETF TR - PGIM ULTRA SH BD | $11.7M | 1.7% | +24% | — |
| 14 | $WT | WisdomTree, Inc. | $10.9M | 1.6% | +17% | 59.9 |
| 15 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $10.4M | 1.6% | +34% | — |
| 16 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $10.3M | 1.5% | +87% | — |
| 17 | — | ISHARES INC - CUR HD MSCI EM | $9.6M | 1.4% | +15% | — |
| 18 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $9.0M | 1.3% | +8% | — |
| 19 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $8.0M | 1.2% | +1% | — |
| 20 |  $IVZ | Invesco Ltd. | $7.3M | 1.1% | -0% | — |
| 21 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $7.3M | 1.1% | +48% | — |
| 22 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $6.6M | 1.0% | +8% | — |
| 23 | — | SPDR SERIES TRUST - ST STR P500VAL | $6.6M | 1.0% | +93% | — |
| 24 | — | ISHARES INC - MSCI EMRG CHN | $6.5M | 1.0% | +35% | — |
| 25 |  $ABBV | AbbVie Inc. | $6.3M | 0.9% | +76% | 72.6 |
| 26 | — | ISHARES INC - CORE MSCI EMKT | $6.2M | 0.9% | +418% | — |
| 27 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.9M | 0.9% | NEW | — |
| 28 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $5.6M | 0.8% | +12% | — |
| 29 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $5.5M | 0.8% | -5% | — |
| 30 | — | GLOBAL X FDS - DEFENSE TECH ETF | $5.2M | 0.8% | +64% | — |
| 31 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $5.2M | 0.8% | +6% | — |
| 32 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $5.1M | 0.8% | +22% | — |
| 33 |  $BMO | BANK OF MONTREAL /CAN/ | $4.9M | 0.7% | -13% | 76 |
| 34 | — | ISHARES TR - US TREAS BD ETF | $4.5M | 0.7% | +60% | — |
| 35 | — | SPDR SERIES TRUST - ST STR BACKE ETF | $4.4M | 0.7% | +42% | — |
| 36 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $3.4M | 0.5% | -0% | — |
| 37 | — | ISHARES TR - CORE INTL AGGR | $3.3M | 0.5% | +18% | — |
| 38 | $IVZ | Invesco Ltd. | $3.3M | 0.5% | +100% | — |
| 39 | — | SPDR SERIES TRUST - ST INTER ETF | $3.2M | 0.5% | +44% | — |
| 40 | — | NEW YORK LIFE INVTS ACTIVE E - MACK MU INSD ETF | $3.1M | 0.5% | +10% | — |
| 41 | — | BLACKROCK ETF TRUST II - SHOR DURA HI ETF | $3.1M | 0.5% | +16% | — |
| 42 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $2.8M | 0.4% | NEW | — |
| 43 | — | PIMCO ETF TR - INTER MUN BD ACT | $2.7M | 0.4% | +14% | — |
| 44 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.7M | 0.4% | +22% | — |
| 45 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $2.4M | 0.4% | +8% | — |
| 46 |  $GLDM | World Gold Trust | $2.3M | 0.3% | +30% | — |
| 47 | — | ISHARES TR - MSCI USA QLT FCT | $2.3M | 0.3% | -43% | — |
| 48 | — | ISHARES TR - CORE MSCI INTL | $2.0M | 0.3% | -72% | — |
| 49 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $1.7M | 0.3% | +88% | — |
| 50 | — | ISHARES TR - 05 YR TIPS ETF | $1.5M | 0.2% | +15% | — |
| 51 | $IVZ | Invesco Ltd. | $1.5M | 0.2% | +0% | — |
| 52 |  $CME | CME GROUP INC. | $1.5M | 0.2% | -0% | 69.5 |
| 53 | $IVZ | Invesco Ltd. | $1.4M | 0.2% | -11% | — |
| 54 |  $AMZN | AMAZON COM INC | $1.4M | 0.2% | NEW | 68.7 |
| 55 | — | ISHARES TR - CORE MSCI EAFE | $1.3M | 0.2% | +17% | — |
| 56 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $1.3M | 0.2% | +0% | — |
| 57 |  $GOOG | Alphabet Inc. | $1.2M | 0.2% | +22% | 78.2 |
| 58 | — | ISHARES TR - CORE MSCI TOTAL | $1.2M | 0.2% | +144% | — |
| 59 |  $GOOGL | Alphabet Inc. | $1.1M | 0.2% | +25% | 78.2 |
| 60 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.2% | -2% | — |
| 61 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.1M | 0.2% | +69% | — |
| 62 |  $NVDA | NVIDIA CORP | $1.1M | 0.2% | +33% | 85.9 |
| 63 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $1.1M | 0.2% | -2% | — |
| 64 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.1M | 0.2% | +71% | — |
| 65 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.2% | -2% | 65.5 |
| 66 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.2% | +5% | 70.7 |
| 67 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | $1.0M | 0.1% | +2% | — |
| 68 | — | ISHARES TR - SYSTEMATIC BD ET | $989,574 | 0.1% | +40% | — |
| 69 | — | ISHARES TR - MSCI USA VALUE | $896,223 | 0.1% | +47% | — |
| 70 | — | SPDR SERIES TRUST - ST STR SP600 SML | $886,811 | 0.1% | +96% | — |
| 71 | — | PACER FDS TR - US CASH COWS 100 | $844,856 | 0.1% | +0% | — |
| 72 | — | T ROWE PRICE EXCHANGE-TRADED - INTL EQUITY ETF | $838,807 | 0.1% | +1% | — |
| 73 | $IVZ | Invesco Ltd. | $788,264 | 0.1% | -19% | — |
| 74 | — | SPDR SERIES TRUST - ST STR P400MID | $769,171 | 0.1% | +100% | — |
| 75 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $733,340 | 0.1% | +87% | — |
| 76 | — | ISHARES TR - MSCI USA MIN ETF | $649,586 | 0.1% | +3% | — |
| 77 | $IVZ | Invesco Ltd. | $633,551 | 0.1% | NEW | — |
| 78 |  $AMGN | AMGEN INC | $613,794 | 0.1% | +663% | 79.2 |
| 79 |  $AMD | ADVANCED MICRO DEVICES INC | $601,242 | 0.1% | NEW | 79.8 |
| 80 | — | ISHARES U S ETF TR - SHOR MAT MUN ETF | $592,281 | 0.1% | +23% | — |
| 81 |  $PSN | PARSONS CORP | $590,435 | 0.1% | +100% | 54.6 |
| 82 |  $XOM.R34088 | EXXON MOBIL CORP | $585,025 | 0.1% | +64% | 57.9 |
| 83 | — | PGIM ETF TR - AAA CLO ETF | $583,248 | 0.1% | -3% | — |
| 84 |  $COST | COSTCO WHOLESALE CORP /NEW | $547,250 | 0.1% | +1% | 66.2 |
| 85 |  $ISRG | INTUITIVE SURGICAL INC | $546,810 | 0.1% | +79% | 79.9 |
| 86 | $IVZ | Invesco Ltd. | $543,101 | 0.1% | +64% | — |
| 87 | — | VANGUARD WORLD FD - INF TECH ETF | $540,098 | 0.1% | +822% | — |
| 88 |  $BP | BP PLC | $538,842 | 0.1% | -13% | — |
| 89 | — | T ROWE PRICE EXCHANGE-TRADED - GROWTH ETF | $527,805 | 0.1% | +17% | — |
| 90 | $WT | WisdomTree, Inc. | $513,947 | 0.1% | +0% | 59.9 |
| 91 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $510,302 | 0.1% | -9% | — |
| 92 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $509,885 | 0.1% | +77% | — |
| 93 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $502,214 | 0.1% | -19% | — |
| 94 | $WT | WisdomTree, Inc. | $497,790 | 0.1% | -1% | 59.9 |
| 95 | — | PIMCO ETF TR - 15 US TIP IDX | $477,819 | 0.1% | -0% | — |
| 96 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $465,832 | 0.1% | +14% | — |
| 97 |  $MAIN | Main Street Capital CORP | $445,292 | 0.1% | +0% | — |
| 98 | — | VANGUARD WORLD FD - CONSUM STP ETF | $439,706 | 0.1% | +0% | — |
| 99 |  $VZ | VERIZON COMMUNICATIONS INC | $437,838 | 0.1% | +4% | 65.8 |
| 100 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $436,882 | 0.1% | -3% | — |
| 101 |  $META | Meta Platforms, Inc. | $428,100 | 0.1% | +43% | 79.6 |
| 102 | — | ETF SER SOLUTIONS - BAHL GA GROW ETF | $425,727 | 0.1% | -8% | — |
| 103 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $425,491 | 0.1% | +0% | — |
| 104 |  $ORCL | ORACLE CORP | $415,469 | 0.1% | +33% | 66.2 |
| 105 | — | GLOBAL X FDS - NASDAQ 100 COVER | $412,561 | 0.1% | +0% | — |
| 106 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | $401,339 | 0.1% | +2% | — |
| 107 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $392,039 | 0.1% | -2% | — |
| 108 |  $SNDK | Sandisk Corp | $391,082 | 0.1% | NEW | 87.7 |
| 109 |  $CAH | CARDINAL HEALTH INC | $385,580 | 0.1% | +0% | 62.4 |
| 110 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $382,149 | 0.1% | -8% | — |
| 111 | — | SPDR SERIES TRUST - ST STR SP DIV | $379,841 | 0.1% | -0% | — |
| 112 |  $AVGO | Broadcom Inc. | $373,068 | 0.1% | +40% | 84.5 |
| 113 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $371,726 | 0.1% | NEW | — |
| 114 |  $CSCO | CISCO SYSTEMS, INC. | $364,831 | 0.1% | +2% | 70.3 |
| 115 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $364,112 | 0.1% | +0% | — |
| 116 | $WT | WisdomTree, Inc. | $364,094 | 0.1% | +5% | 59.9 |
| 117 |  $MCK | MCKESSON CORP | $356,643 | 0.1% | +0% | 63.4 |
| 118 |  $BX | Blackstone Inc. | $350,186 | 0.1% | +1% | 74.4 |
| 119 | — | ISHARES TR - ESG AWR MSCI USA | $344,853 | 0.1% | +0% | — |
| 120 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $342,145 | 0.1% | -3% | — |
| 121 |  $BRK.B | BERKSHIRE HATHAWAY INC | $322,251 | 0.1% | +38% | 73.8 |
| 122 |  $STT | STATE STREET CORP | $319,428 | 0.1% | NEW | 71.5 |
| 123 |  $BFLX | Cann American Corp. | $314,155 | 0.1% | NEW | — |
| 124 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $309,259 | 0.1% | NEW | — |
| 125 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $303,705 | 0.1% | -6% | — |
| 126 |  $NEE | NEXTERA ENERGY INC | $298,067 | 0.0% | +1% | 64.6 |
| 127 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $290,976 | 0.0% | +0% | — |
| 128 |  $ACN | Accenture plc | $287,705 | 0.0% | +0% | — |
| 129 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER | $284,530 | 0.0% | +0% | — |
| 130 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $282,077 | 0.0% | +0% | — |
| 131 |  $MO | ALTRIA GROUP, INC. | $281,936 | 0.0% | +7% | 67.4 |
| 132 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $275,254 | 0.0% | +0% | — |
| 133 |  $T | AT&T INC. | $273,074 | 0.0% | +25% | 65.7 |
| 134 | — | AB ACTIVE ETFS INC - DISRUPTORS ETF | $271,671 | 0.0% | NEW | — |
| 135 | $IVZ | Invesco Ltd. | $270,474 | 0.0% | NEW | — |
| 136 |  $TSLA | Tesla, Inc. | $269,605 | 0.0% | NEW | 53.9 |
| 137 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $265,263 | 0.0% | NEW | — |
| 138 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | $259,959 | 0.0% | +0% | — |
| 139 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $258,858 | 0.0% | +44% | — |
| 140 | — | VANGUARD WORLD FD - FINANCIALS ETF | $257,825 | 0.0% | NEW | — |
| 141 | — | ISHARES TR - MSCI USA MMENTM | $257,811 | 0.0% | NEW | — |
| 142 |  $PFGC | Performance Food Group Co | $257,564 | 0.0% | NEW | 55.7 |
| 143 | — | SPDR SERIES TRUST - ST STR CONV ETF | $255,897 | 0.0% | +5% | — |
| 144 |  $ADP | AUTOMATIC DATA PROCESSING INC | $253,735 | 0.0% | NEW | 69.8 |
| 145 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | $247,495 | 0.0% | NEW | — |
| 146 | — | ISHARES TR - INVT GRAD SY ETF | $244,722 | 0.0% | NEW | — |
| 147 | $WT | WisdomTree, Inc. | $244,116 | 0.0% | +0% | 59.9 |
| 148 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $241,455 | 0.0% | +0% | — |
| 149 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $240,113 | 0.0% | NEW | — |
| 150 | $IVZ | Invesco Ltd. | $233,831 | 0.0% | NEW | — |
New Positions (22)
$QQQ INVESCO QQQ TRUST, SERIES 1$5.9M BLACKROCK ETF TRUST - ISHA SYST AL ETF$2.8M
$AMZN AMAZON COM INC$1.4M$AMD ADVANCED MICRO DEVICES INC$601,242$SNDK Sandisk Corp$391,082 AMERICAN CENTY ETF TR - US SML CP VALU$371,726
$STT STATE STREET CORP$319,428$BFLX Cann American Corp.$314,155 CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT$309,259
AB ACTIVE ETFS INC - DISRUPTORS ETF$271,671
$TSLA Tesla, Inc.$269,605 FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$265,263
VANGUARD WORLD FD - FINANCIALS ETF$257,825
ISHARES TR - MSCI USA MMENTM$257,811
$PFGC Performance Food Group Co$257,564
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