account_balance
Investment manager · 13F filer · SEC CIK 2118328
Vertrix Wealth Management, LLC
Reported value$292Mas of Sep 30, 2026
Positions99 5 new, 9 sold out
Top 10 weight36.0%BSV alone is 5%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BSVVanguard Bd Index FDS
5.1%
BIVVanguard Bd Index FDS
5.0%
VTIPVanguard Malvern FDS
4.5%
FLOTiShares Tr
4.1%
SPYVSPDR Series Trust
3.9%Trimmed −6%
AAPLApple Inc.
3.5%
SPYGSPDR Series Trust
2.9%Trimmed −7%
MSFTMicrosoft Corp
2.7%Trimmed −3%
NVDANVIDIA Corp
2.3%Added +6%
JPMJPMorgan Chase & Co
2.1%Trimmed −11%
AMGNAmgen Inc
2.1%Trimmed −11%
SRLNSsga Active ETF Tr
2.0%
BSVVanguard Bd Index FDS
5.1%
BIVVanguard Bd Index FDS
5.0%
VTIPVanguard Malvern FDS
4.5%
FLOTiShares Tr
4.1%
SPYVSPDR Series Trust
3.9%
AAPLApple Inc.
3.5%
SPYGSPDR Series Trust
2.9%−7%
MSFTMicrosoft Corp
2.7%
NVDANVIDIA Corp
2.3%
JPM2.1%AMGN2.1%SRLN2.0%
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
BSV Vanguard Bd Index FDS 5.1% Held
BIV Vanguard Bd Index FDS 5.0% Held
VTIP Vanguard Malvern FDS 4.5% Held
FLOT iShares Tr 4.1% Held
SPYV SPDR Series Trust 3.9% Trimmed −6%
AAPL Apple Inc. 3.5% HeldSPYG SPDR Series Trust 2.9% Trimmed −7%
MSFT Microsoft Corp 2.7% Trimmed −3%NVDA NVIDIA Corp 2.3% Added +6%JPM JPMorgan Chase & Co 2.1% Trimmed −11%AMGN Amgen Inc 2.1% Trimmed −11%SRLN Ssga Active ETF Tr 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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