Vertex Planning Partners, LLC
Q2 2025 13F Holdings
- Locationdowners grove, IL
- Num holdings
188
- Value ($000)
$479,013
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001942341
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $61.68 M | 13 % | 848,519 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $38.51 M | 8 % | 641,311 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $30.47 M | 6 % | 605,651 | ||
AAPL APPLE INC | COM | 037833100 | $18.56 M | 4 % | 90,457 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $14.97 M | 3 % | 157,049 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $14.87 M | 3 % | 293,518 | ||
BLACKROCK ETF TRUST | ISHARES INTL DIV | 09290C848 | $13.09 M | 3 % | 479,787 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.56 M | 3 % | 20,335 | ||
JTEK J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | 46654Q732 | $12.10 M | 3 % | 143,240 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $10.34 M | 2 % | 162,846 |
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