Vertrix Wealth Management, LLC - Portfolio overview

Vertrix Wealth Management, LLC has 95 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BSV - VANGUARD BD INDEX FDS, 5.18%
2. VTIP - VANGUARD MALVERN FDS, 4.59%
3. SPYV - SPDR SERIES TRUST, 4.47%

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

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