Vertex Planning Partners, LLC Portfolio Holdings

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025

Vertex Planning Partners, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $458 Billion distributed in 193 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 $61.4B, J P Morgan ETF Tr U S Quality with a value of $35.7B, Wisdomtree Floating Rate Treas with a value of $31.8B, Apple Inc. with a value of $19.9B, and J P Morgan Exchange Traded F with a value of $15.1B.

Examining the 13F form we can see an increase of $4.89B in the current position value, from $453B to 458B.

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 $458 Billion
ETFs: $364 Billion
Technology: $24 Billion
Financial Services: $8.05 Billion
Healthcare: $7.44 Billion
Consumer Defensive: $4 Billion
Communication Services: $2.88 Billion
Consumer Cyclical: $2.73 Billion
Energy: $2.01 Billion
Other: $2.57 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$290 Million 0.06% of portfolio
563
Q1 2025 New
$0
$294 Million 0.06% of portfolio
6,799
Q1 2025 New
$0
$272 Million 0.06% of portfolio
11,335
Q1 2025 Added 8.4%
$0
$290 Million 0.06% of portfolio
5,673
Q1 2025 Reduced 0.23%
$0
$239 Million 0.05% of portfolio
4,714
Q4 2024 New
$0
$244 Million 0.05% of portfolio
12,119
Q1 2025 Added 0.33%
$0
$223 Million 0.05% of portfolio
1,115
Q1 2025 Reduced 3.71%
$0
$241 Million 0.05% of portfolio
2,376
Q1 2025 Added 0.21%
$0
$241 Million 0.05% of portfolio
3,368
Q1 2025 Reduced 1.92%
$1.6B
$250 Million 0.05% of portfolio
1,931
Q1 2025 Added 1.85%
$0
$230 Million 0.05% of portfolio
2,311
Q1 2025 Reduced 10.22%
$0
$233 Million 0.05% of portfolio
1,912
Q1 2025 Reduced 8.47%
$0
$246 Million 0.05% of portfolio
1,907
Q1 2025 Reduced 9.02%
$0
$201 Million 0.04% of portfolio
5,627
Q1 2025 Reduced 95.48%
$0
$201 Million 0.04% of portfolio
2,530
Q1 2025 New
$0
$204 Million 0.04% of portfolio
3,969
Q1 2025 New
$0
$135 Million 0.03% of portfolio
13,159
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $458 Billion
  • Prior Value $453 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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