Vertex Planning Partners, LLC
Q4 2025 13F Holdings
- Locationdowners grove, IL
- Num holdings
130
- Value ($000)
$430,389
- Date Filed02/17/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $70.83M | 17 % | 882,936 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $38.11M | 9 % | 603,268 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $26.07M | 6 % | 518,086 | ||
APPLE INC | COM | 037833100 | $23.85M | 6 % | 87,730 | ||
SPDR SP 500 ETF TR | TR UNIT | 78462F103 | $17.9M | 4 % | 26,250 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $17.01M | 4 % | 159,390 | ||
ISHARES TR | TRS FLT RT BD | 46434V860 | $16.63M | 4 % | 329,518 | ||
BLACKROCK ETF TRUST | ISHARES INTL DIV | 09290C848 | $14.94M | 4 % | 518,353 | ||
J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | 46654Q732 | $13.61M | 3 % | 151,118 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $12.27M | 3 % | 201,736 |
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