Vertex Planning Partners, LLC — 13F holdings

Vertex Planning Partners, LLC reported 159 holdings worth $673M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $108M (16.1%)
  2. JQUA J P MORGAN EXCHANGE TRADED F — $49.7M (7.4%)
  3. USFR WISDOMTREE TR — $39.0M (5.8%)
  4. TFLO ISHARES TR — $38.7M (5.7%)
  5. DYNF BLACKROCK ETF TRUST — $32.5M (4.8%)
  6. SPY SPDR S&P 500 ETF TR — $28.1M (4.2%)
  7. AAPL APPLE INC — $27.2M (4.0%)
  8. SPYG SPDR SERIES TRUST — $23.0M (3.4%)
  9. JTEK J P MORGAN EXCHANGE TRADED F — $20.4M (3.0%)
  10. BIDD BLACKROCK ETF TRUST — $18.8M (2.8%)