account_balance
Investment manager · 13F filer · SEC CIK 1942341
Vertex Planning Partners, LLC
Reported value$705Mas of Sep 30, 2026
Positions217 81 new, 22 sold out
Top 10 weight49.5%SPYM alone is 14%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
14.4%Trimmed −8%
JQUAJ P Morgan Exchange Traded F
6.3%Trimmed −12%
DYNFBlackRock ETF Trust
4.7%
TFLOiShares Tr
4.4%Trimmed −20%
USFRWisdomtree Tr
4.3%Trimmed −23%
AAPLApple Inc.
4.1%Trimmed −7%
IXUSiShares Tr
3.3%Added +1873%
SPYGSPDR Series Trust
3.1%Trimmed −10%
SPYSPDR S&P 500 ETF Trust
2.5%Trimmed −38%
JTEKJ P Morgan Exchange Traded F
2.4%Trimmed −12%
IVWiShares Tr
2.1%New
IUSBiShares Tr
1.8%+12%
SPYMSPDR Series Trust
14.4%Trimmed −8%
JQUAJ P Morgan Exchange Traded F
6.3%
DYNFBlackRock ETF Trust
4.7%
TFLOiShares Tr
4.4%
USFRWisdomtree Tr
4.3%−23%
AAPLApple Inc.
4.1%−7%
IXUSiShares Tr
3.3%
SPYGSPDR Series Trust
3.1%
JTEK
IVW2.1%
IUSB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 14.4% Trimmed −8%
JQUA J P Morgan Exchange Traded F 6.3% Trimmed −12%
DYNF BlackRock ETF Trust 4.7% Held
TFLO iShares Tr 4.4% Trimmed −20%
USFR Wisdomtree Tr 4.3% Trimmed −23%
AAPL Apple Inc. 4.1% Trimmed −7%IXUS iShares Tr 3.3% Added +1873%
SPYG SPDR Series Trust 3.1% Trimmed −10%
SPY SPDR S&P 500 ETF Trust 2.5% Trimmed −38%JTEK J P Morgan Exchange Traded F 2.4% Trimmed −12%
IVW iShares Tr 2.1% New
IUSB iShares Tr 1.8% Added +12%
What changed
Biggest moves since Jun 30, 2026
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