Vertex Planning Partners, LLC Purchases in Q3 2025

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
642
+ 1.18%
$52.12 - $55.33 $33.5K - $35.5K
54.9K $3.04B
AVGO
Broadcom Inc.

Technology
308
+ 17.95%
$264.74 - $369.57 $81.5K - $114K
2.02K $668M
AMZN
Amazon Com Inc

Consumer Cyclical
862
+ 14.37%
$211.65 - $238.24 $182K - $205K
6.86K $1.51B
CAT
Caterpillar Inc

Industrials
23
+ 1.47%
$390.92 - $477.15 $8.99K - $11K
1.59K $757M
XTEN
Bondbloxx ETF Tr Bloomberg 10
2.73K
+ 8.27%
N/A
35.7K $1.67B
MUB
Ishares National Muni Bond ETF

ETFs
1.06K
+ 9.82%
$103.24 - $106.68 $110K - $113K
11.9K $1.27B
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.56K
+ 5.48%
$50.52 - $50.75 $129K - $130K
49.2K $2.5B
Blackrock ETF Trust Ii
2.12K
+ 5.97%
N/A
37.6K $2B
JPM
Jpmorgan Chase & CO

Financial Services
211
+ 9.34%
$282.78 - $316.06 $59.7K - $66.7K
2.47K $779M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
444
+ 25.26%
$138.31 - $165.45 $61.4K - $73.5K
2.2K $364M
HYMU
Blackrock ETF Tr Ii High Yield
4.34K
+ 24.53%
N/A
22K $493M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
168
+ 24.85%
$459.11 - $506.91 $77.1K - $85.2K
844 $424M
XLI
Industrial Sector Spdr

ETFs
395
+ 8.62%
$147.94 - $154.99 $58.4K - $61.2K
4.98K $768M
WMT
Walmart Inc.

Consumer Defensive
380
+ 3.95%
$94.4 - $104.27 $35.9K - $39.6K
9.99K $1.03B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.87K
+ 7.1%
$28.38 - $29.05 $81.4K - $83.3K
43.2K $1.25B
IEFA
Ishares Tr

ETFs
673
+ 10.14%
$81.7 - $87.53 $55K - $58.9K
7.31K $638M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.6K
+ 11.79%
$44.82 - $46.28 $71.8K - $74.2K
15.2K $700M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
737
+ 11.66%
$92.18 - $95.14 $67.9K - $70.1K
7.06K $672M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
64
+ 0.87%
$108.46 - $120.63 $6.94K - $7.72K
7.4K $879M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.37K
+ 3.11%
$50.85 - $51.35 $69.8K - $70.5K
45.6K $2.33B
DFAU
Dimensional ETF Tr

ETFs
497
+ 3.15%
$42.42 - $45.96 $21.1K - $22.8K
16.3K $744M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
956
+ 0.42%
$22.9 - $23.58 $21.9K - $22.5K
229K $5.39B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.17K
+ 9.71%
$50.9 - $52.37 $59.7K - $61.4K
13.3K $693M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.39K
+ 1.16%
$21.77 - $22.57 $30.3K - $31.4K
121K $2.72B
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 9.82%
$357.4 - $423.42 $31.5K - $37.3K
984 $399M
SUB
Ishares Short Term National Mu

ETFs
601
+ 5.49%
$106.17 - $107.3 $63.8K - $64.5K
11.6K $1.23B
META
Meta Platforms, Inc.

Communication Services
98
+ 9.81%
$695.21 - $791.73 $68.1K - $77.6K
1.1K $806M
MEAR
Blackrock Short Maturity Munic

ETFs
1.31K
+ 17.62%
$50.17 - $50.56 $65.5K - $66K
8.71K $440M
MUST
Columbia ETF Tr I Multi Sector

ETFs
2.78K
+ 22.63%
$19.87 - $20.65 $55.3K - $57.4K
15.1K $310M
XOM
Exxon Mobil Corp

Energy
380
+ 11.89%
$105.83 - $117.22 $40.2K - $44.5K
3.58K $403M
RSP
Invesco S&P 500 Equal Weight E

ETFs
17
+ 0.24%
$181.56 - $190.33 $3.09K - $3.24K
6.96K $1.32B
IWR
Ishares Russell Mid Cap ETF

ETFs
152
+ 1.6%
$92.26 - $97.51 $14K - $14.8K
9.66K $933M
T Rowe Price ETF Inc
622
+ 6.72%
N/A
9.88K $431M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.34K
+ 25.18%
$22.64 - $23.22 $52.9K - $54.2K
11.6K $268M
WFC
Wells Fargo & Company

Financial Services
34
+ 0.24%
$77.05 - $85.16 $2.62K - $2.9K
14.2K $1.19B
CVX
Chevron Corp

Energy
73
+ 2.11%
$145.57 - $161.83 $10.6K - $11.8K
3.54K $549M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.13%
$215.01 - $273.02 $430 - $546
1.6K $401M
IXUS
Ishares Tr

ETFs
321
+ 9.22%
$76.35 - $82.58 $24.5K - $26.5K
3.8K $314M
VGT
Vanguard Information Technolog

ETFs
5
+ 1.03%
$656.44 - $753.15 $3.28K - $3.77K
490 $366M
MO
Altria Group, Inc.

Consumer Defensive
238
+ 6.22%
$57.75 - $67.68 $13.7K - $16.1K
4.07K $269M
DFAT
Dimensional ETF Tr U S Target

ETFs
349
+ 7.58%
$53.36 - $59.69 $18.6K - $20.8K
4.95K $288M
VZ
Verizon Communications Inc

Communication Services
664
+ 6.16%
$40.84 - $45.06 $27.1K - $29.9K
11.4K $503M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3
+ 0.03%
$42.26 - $47.16 $127 - $141
9.14K $423M
XLV
Select Sector Spdr Fund Health

ETFs
145
+ 4.94%
$129.01 - $139.72 $18.7K - $20.3K
3.08K $429M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.03%
$131.47 - $143.64 $131 - $144
3.76K $531M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.09%
$214.92 - $244.84 $215 - $245
1.12K $271M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
23
+ 0.06%
$31.73 - $33.71 $730 - $775
37.4K $1.26B
DFAI
Dimensional ETF Tr

ETFs
359
+ 6.18%
$34.05 - $36.55 $12.2K - $13.1K
6.17K $224M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
25
+ 0.26%
$50.02 - $53.28 $1.25K - $1.33K
9.46K $495M
Activity Summary
Buys All Purchases 120 New Holdings 16 Increased Positions 104 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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