Vertex Planning Partners, LLC Q3 2025 Filing
Filed November 18, 2025
Portfolio Value
$521.4M
Holdings
200
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (200 positions)
| Stock | Value |
|---|---|
SPYMSPDR SERIES TRUST | $68.5M |
JQUAJ P MORGAN EXCHANGE TRADED F | $40.6M |
USFRWISDOMTREE TR | $27.1M |
AAPLAPPLE INC | $23.0M |
SPYGSPDR SERIES TRUST | $16.7M |
BIDDBLACKROCK ETF TRUST | $14.1M |
JOYTJ P MORGAN EXCHANGE TRADED F | $13.7M |
TFLOISHARES TR | $13.6M |
SPYSPDR S&P 500 ETF TR | $13.2M |
DYNFBLACKROCK ETF TRUST | $11.7M |
IVWISHARES TR | $10.6M |
HEFAISHARES TR | $9.8M |
XLGINVESCO EXCHANGE TRADED FD T | $9.8M |
IEIISHARES TR | $8.7M |
PULSPGIM ETF TR | $8.6M |
MBBISHARES TR | $8.6M |
IVEISHARES TR | $8.6M |
EFVISHARES TR | $8.1M |
DTDWISDOMTREE TR | $8.0M |
HEEMISHARES INC | $6.2M |
IVVISHARES TR | $5.9M |
SCHZSCHWAB STRATEGIC TR | $5.4M |
QUALISHARES TR | $5.3M |
SPDWSPDR INDEX SHS FDS | $5.0M |
IUSBISHARES TR | $4.9M |
IJHISHARES TR | $4.9M |
BAIBLACKROCK ETF TRUST | $4.8M |
THROBLACKROCK ETF TRUST | $4.7M |
BMOBANK MONTREAL QUE | $4.2M |
SPEMSPDR INDEX SHS FDS | $3.9M |
JMSTJ P MORGAN EXCHANGE TRADED F | $3.9M |
XCEMCOLUMBIA ETF TR II | $3.7M |
ABBVABBVIE INC | $3.7M |
TLHISHARES TR | $3.6M |
KLMNINVESCO EXCH TRADED FD TR II | $3.5M |
GLDMWORLD GOLD TR | $3.4M |
EMXCISHARES INC | $3.3M |
IEMGISHARES INC | $3.1M |
SPYVSPDR SERIES TRUST | $3.0M |
SPMBSPDR SERIES TRUST | $2.7M |
ICSHISHARES TR | $2.5M |
NDQINVESCO QQQ TR | $2.5M |
MSFTMICROSOFT CORP | $2.5M |
SHLDGLOBAL X FDS | $2.5M |
IAGGISHARES TR | $2.3M |
IWBISHARES TR | $2.3M |
IWVISHARES TR | $2.2M |
AVEMAMERICAN CENTY ETF TR | $2.1M |
BINCBLACKROCK ETF TRUST II | $2.0M |
CMECME GROUP INC | $1.9M |
NVDANVIDIA CORPORATION | $1.9M |
STIPISHARES TR | $1.8M |
VUGVANGUARD INDEX FDS | $1.8M |
XTENBONDBLOXX ETF TRUST | $1.7M |
BILSPDR SERIES TRUST | $1.6M |
IYWISHARES TR | $1.6M |
AMZNAMAZON COM INC | $1.5M |
AQLTISHARES TR | $1.5M |
RSPINVESCO EXCHANGE TRADED FD T | $1.3M |
XLKSELECT SECTOR SPDR TR | $1.3M |
MUBISHARES TR | $1.3M |
IDHQINVESCO EXCH TRADED FD TR II | $1.3M |
SPTISPDR SERIES TRUST | $1.2M |
SUBISHARES TR | $1.2M |
WFCWELLS FARGO CO NEW | $1.2M |
RPGINVESCO EXCHANGE TRADED FD T | $1.1M |
GQ9SPDR GOLD TR | $1.1M |
SPUSTIDAL TRUST I | $1.1M |
WMTWALMART INC | $1.0M |
JNJJOHNSON & JOHNSON | $1.0M |
GOOGLALPHABET INC | $986K |
ITOTISHARES TR | $982K |
GOOGALPHABET INC | $971K |
IWRISHARES TR | $933K |
MMINNEW YORK LIFE INVTS ACTIVE E | $932K |
ABTABBOTT LABS | $893K |
IJRISHARES TR | $879K |
BILSSPDR SERIES TRUST | $871K |
ORCLORACLE CORP | $850K |
EFGISHARES TR | $850K |
SPTMSPDR SERIES TRUST | $847K |
SGOVISHARES TR | $831K |
ACWVISHARES INC | $827K |
METAMETA PLATFORMS INC | $806K |
COWZPACER FDS TR | $781K |
JPMJPMORGAN CHASE & CO. | $779K |
MCDMCDONALDS CORP | $770K |
XLISELECT SECTOR SPDR TR | $768K |
CATCATERPILLAR INC | $757K |
DFAUDIMENSIONAL ETF TRUST | $744K |
BPBP PLC | $729K |
PAAAPGIM ETF TR | $708K |
IGEBISHARES TR | $700K |
MUNIPIMCO ETF TR | $693K |
USMVISHARES TR | $672K |
AVGOBROADCOM INC | $668K |
EMBISHARES TR | $667K |
SCHXSCHWAB STRATEGIC TR | $660K |
AQLTISHARES TR | $638K |
PGPROCTER AND GAMBLE CO | $624K |
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