Vertex Planning Partners, LLC Portfolio Holdings

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

Vertex Planning Partners, LLC has filed its 13F form on November 18, 2025 for Q3 2025 where it was disclosed a total value porftolio of $521 Billion distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $68.5B, J P Morgan ETF Tr U S Quality with a value of $40.6B, Wisdomtree Floating Rate Treas with a value of $27.1B, Apple Inc. with a value of $23B, and Spdr Portfolio with a value of $16.7B.

Examining the 13F form we can see an increase of $42.4B in the current position value, from $479B to 521B.

Vertex Planning Partners, LLC is based out at Downers Grove, IL

Below you can find more details about Vertex Planning Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $521 Billion
ETFs: $412 Billion
Technology: $30.1 Billion
Financial Services: $10 Billion
Healthcare: $7.57 Billion
Consumer Defensive: $4.23 Billion
Communication Services: $3.64 Billion
Consumer Cyclical: $3.49 Billion
Industrials: $2.04 Billion
Other: $2.51 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.5 Billion 13.14% of portfolio
874,721
Q3 2025 Added 3.09%
$0
$40.6 Billion 7.79% of portfolio
645,295
Q3 2025 Added 0.62%
$0
$27.1 Billion 5.19% of portfolio
538,485
Q3 2025 Reduced 11.09%
$4.3T
$23 Billion 4.41% of portfolio
90,392
Q3 2025 Reduced 0.07%
$0
$16.7 Billion 3.21% of portfolio
159,939
Q3 2025 Added 1.84%
Blackrock ETF Trust
-
$14.1 Billion 2.69% of portfolio
-
Q3 2025 Added 4.65%
J P Morgan Exchange Traded F
-
$13.7 Billion 2.62% of portfolio
-
Q3 2025 Added 3.73%
$0
$13.6 Billion 2.61% of portfolio
269,069
Q3 2025 Reduced 8.33%
$0
$13.2 Billion 2.53% of portfolio
19,776
Q3 2025 Reduced 2.75%
$0
$11.7 Billion 2.24% of portfolio
197,006
Q3 2025 Added 9.47%
$0
$10.6 Billion 2.04% of portfolio
88,005
Q3 2025 Reduced 1.05%
$0
$9.82 Billion 1.88% of portfolio
248,026
Q3 2025 Added 3.42%
$0
$9.76 Billion 1.87% of portfolio
169,614
Q3 2025 Added 101.82%
$0
$8.73 Billion 1.67% of portfolio
73,035
Q3 2025 Added 5.02%
$0
$8.63 Billion 1.65% of portfolio
173,108
Q3 2025 Added 3.76%
$0
$8.57 Billion 1.64% of portfolio
90,089
Q3 2025 Added 5.37%
$0
$8.15 Billion 1.56% of portfolio
120,146
Q3 2025 Reduced 26.22%
$0
$8.03 Billion 1.54% of portfolio
95,648
Q3 2025 Added 2.29%
$0
$6.2 Billion 1.19% of portfolio
184,150
Q3 2025 Added 3.15%
$0
$5.91 Billion 1.13% of portfolio
8,832
Q3 2025 Reduced 0.56%
$0
$5.39 Billion 1.03% of portfolio
229,453
Q3 2025 Added 0.42%
$0
$5.34 Billion 1.02% of portfolio
27,432
Q3 2025 Reduced 2.91%
$0
$4.96 Billion 0.95% of portfolio
115,973
Q3 2025 Added 2.66%
$0
$4.95 Billion 0.95% of portfolio
105,879
Q3 2025 Reduced 23.75%
Blackrock ETF Trust
-
$4.83 Billion 0.93% of portfolio
-
Q3 2025 Added 137.15%
$0
$4.87 Billion 0.93% of portfolio
74,670
Q3 2025 Added 5.11%
Blackrock ETF Trust
-
$4.65 Billion 0.89% of portfolio
-
Q3 2025 Added 3.16%
$83.6B
$4.16 Billion 0.8% of portfolio
31,959
Q1 2025 Reduced 15.88%
$0
$3.89 Billion 0.75% of portfolio
83,064
Q3 2025 Reduced 15.19%
$0
$3.88 Billion 0.74% of portfolio
75,968
Q3 2025 Added 34.59%
$0
$3.73 Billion 0.72% of portfolio
102,624
Q3 2025 Added 2.78%
$414B
$3.68 Billion 0.71% of portfolio
15,902
Q3 2025 Reduced 0.87%
$0
$3.57 Billion 0.69% of portfolio
34,702
Q3 2025 Reduced 0.55%
$0
$3.49 Billion 0.67% of portfolio
28,855
Q3 2025 Added 1.09%
$11.9B
$3.37 Billion 0.65% of portfolio
44,138
Q3 2025 Added 88.94%
$0
$3.29 Billion 0.63% of portfolio
48,791
Q3 2025 Added 0.62%
$0
$3.05 Billion 0.59% of portfolio
46,319
Q3 2025 Reduced 8.53%
$0
$3.04 Billion 0.58% of portfolio
54,901
Q3 2025 Added 1.18%
$0
$2.72 Billion 0.52% of portfolio
121,289
Q3 2025 Added 1.16%
$0
$2.5 Billion 0.48% of portfolio
49,190
Q3 2025 Added 5.48%
$0
$2.48 Billion 0.48% of portfolio
4,128
Q3 2025 Added 5.33%
Global X Fds
-
$2.45 Billion 0.47% of portfolio
-
Q3 2025 New
$3.78T
$2.47 Billion 0.47% of portfolio
4,762
Q3 2025 Added 5.19%
$0
$2.33 Billion 0.45% of portfolio
45,564
Q3 2025 Added 3.11%
$0
$2.31 Billion 0.44% of portfolio
6,325
Q2 2023 Reduced 1.86%
$0
$2.2 Billion 0.42% of portfolio
5,815
Q3 2025 Added 6.31%
$0
$2.08 Billion 0.4% of portfolio
27,712
Q3 2025 New
Blackrock ETF Trust Ii
-
$2 Billion 0.38% of portfolio
-
Q3 2025 Added 5.97%
$465B
$1.86 Billion 0.36% of portfolio
9,956
Q3 2025 Added 21.55%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $521 Billion
  • Prior Value $479 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 18, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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