Vertex Planning Partners, LLC Portfolio Holdings

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

Vertex Planning Partners, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $479 Billion distributed in 188 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 $61.7B, J P Morgan ETF Tr U S Quality with a value of $38.5B, Wisdomtree Floating Rate Treas with a value of $30.5B, Apple Inc. with a value of $18.6B, and Spdr Portfolio with a value of $15B.

Examining the 13F form we can see an increase of $20.9B in the current position value, from $458B to 479B.

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 $479 Billion
ETFs: $389 Billion
Technology: $24.2 Billion
Financial Services: $8.83 Billion
Healthcare: $6.86 Billion
Consumer Defensive: $4.23 Billion
Communication Services: $3.14 Billion
Consumer Cyclical: $2.96 Billion
Industrials: $2.14 Billion
Other: $2.35 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $479 Billion
  • Prior Value $458 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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