account_balance

Investment manager · 13F filer · SEC CIK 2092214

Vertex Investment Solutions Co., Ltd.

Reported value$137Mas of Sep 30, 2026
Positions25 4 new, 5 sold out
Top 10 weight79.8%VGSH alone is 18%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VGSH Vanguard Scottsdale FDS 17.5% Held
TIP iShares Tr 13.6% Trimmed −14%
IGSB iShares Tr 8.9% Held
EMB iShares Tr 7.5% Trimmed −8%
XLK Select Sector SPDR Tr 7.5% Added +124%
VNQ Vanguard Index FDS 7.3% Added +20%
LQD iShares Tr 7.1% Trimmed −34%
VGIT Vanguard Scottsdale FDS 3.7% Held
BNDX Vanguard Charlotte FDS 3.4% Trimmed −3%
XLY Select Sector SPDR Tr 3.3% Trimmed −40%
FCOM Fidelity Covington Trust 3.2% Trimmed −32%
XLF Select Sector SPDR Tr 1.8% Trimmed −11%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 15, 2026 filing
add_circleNew
  • EWP $1.82M
  • EWG $1.74M
  • EWI $1.68M
  • KBE $343K
arrow_upwardAdded
  • XSD +159%
  • XLK +124%
  • VNQ +20%
  • USHY +7%
arrow_downwardTrimmed
  • XLY −40%
  • LQD −34%
  • FCOM −32%
  • XLI −21%
remove_circleSold out
  • EWC $1.71M
  • EWU $1.7M
  • EWA $1.69M
  • KIE $734K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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