Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vertex Planning Partners, LLC (CIK 1942341) reported $514.9M across 133 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($72.7M, 14.13%), TFLO ($52.6M, 10.22%), USFR ($45.0M, 8.74%), JQUA ($38.1M, 7.40%), AAPL ($22.3M, 4.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $72.7M | 14.13% | 950,227 | Added |
| 2 | TFLO | ISHARES TR | $52.6M | 10.22% | 1.0M | Added |
| 3 | USFR | WISDOMTREE TR | $45.0M | 8.74% | 894,095 | Added |
| 4 | JQUA | J P MORGAN EXCHANGE TRADED F | $38.1M | 7.40% | 621,176 | Added |
| 5 | AAPL | APPLE INC | $22.3M | 4.32% | 87,675 | Trimmed |
| 6 | DYNF | BLACKROCK ETF TRUST | $22.2M | 4.30% | 380,971 | Added |
| 7 | SPYG | SPDR SERIES TRUST | $16.1M | 3.14% | 164,942 | Added |
| 8 | BIDD | BLACKROCK ETF TRUST | $15.2M | 2.95% | 535,009 | Added |
| 9 | SPY | STATE STR SPDR SP 500 ETF T | $13.5M | 2.63% | 20,813 | Trimmed |
| 10 | JTEK | J P MORGAN EXCHANGE TRADED F | $12.5M | 2.43% | 157,205 | Added |
| 11 | HEFA | ISHARES TR | $10.9M | 2.12% | 256,973 | Added |
| 12 | PULS | PGIM ETF TR | $9.5M | 1.84% | 191,159 | Added |
| 13 | DTD | WISDOMTREE TR | $8.6M | 1.68% | 100,002 | Added |
| 14 | JMST | J P MORGAN EXCHANGE TRADED F | $8.0M | 1.55% | 156,400 | Added |
| 15 | BINC | BLACKROCK ETF TRUST II | $7.7M | 1.50% | 148,581 | Added |
| 16 | HEEM | ISHARES INC | $6.8M | 1.33% | 185,267 | Trimmed |
| 17 | IDEV | ISHARES TR | $6.8M | 1.31% | 80,895 | New |
| 18 | IUSB | ISHARES TR | $5.9M | 1.14% | 127,073 | Added |
| 19 | BAI | BLACKROCK ETF TRUST | $5.2M | 1.01% | 158,345 | Added |
| 20 | SPMO | INVESCO EXCH TRADED FD TR II | $5.1M | 0.99% | 45,434 | Added |
| 21 | AVEM | AMERICAN CENTY ETF TR | $5.1M | 0.99% | 62,968 | Added |
| 22 | SPDW | SPDR INDEX SHS FDS | $5.0M | 0.97% | 109,561 | Trimmed |
| 23 | SPAB | SPDR SERIES TRUST | $5.0M | 0.97% | 194,162 | New |
| 24 | BIL | SPDR SERIES TRUST | $5.0M | 0.97% | 54,649 | Added |
| 25 | THRO | BLACKROCK ETF TRUST | $4.9M | 0.95% | 135,165 | Added |
Source: SEC Form 13F filings · as of 2026-03-31