Vertex Planning Partners, LLC - Portfolio overview

Vertex Planning Partners, LLC has 218 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 10.43%
2. SPLG - SPDR SERIES TRUST, 9.83%
3. TFLO - ISHARES TR, 7.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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