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Vertex Investment Solutions

Latest statistics and disclosures from Vertex Investment Solutions's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002092214

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Positions held by Vertex Investment Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vertex Investment Solutions

Vertex Investment Solutions holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH)	27.3	$24M	404k	58.52	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	14.0	$12M	230k	52.53	View chart
Select Sector Spdr Tr State Street Tec (XLK)	6.9	$5.9M	46k	128.77	View chart
Ishares Tr Tips Bd Etf (TIP)	5.9	$5.1M	46k	110.35	View chart
Select Sector Spdr Tr State Street Com (XLC)	5.8	$5.0M	46k	108.75	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.6	$4.9M	82k	59.43	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	5.3	$4.6M	96k	47.99	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	5.0	$4.3M	40k	108.31	View chart
Select Sector Spdr Tr State Street Ene (XLE)	4.0	$3.5M	56k	61.75	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.9	$2.5M	27k	93.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.7	$2.3M	27k	87.33	View chart
Select Sector Spdr Tr State Street Con (XLY)	1.9	$1.7M	16k	106.50	View chart
Ishares Tr Broad Usd High (USHY)	1.9	$1.6M	45k	36.48	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.8	$1.5M	31k	48.60	View chart
Spdr Series Trust State Street Spd (XSD)	1.6	$1.4M	4.4k	315.17	View chart
Ishares Msci Cda Etf (EWC)	1.4	$1.2M	23k	53.77	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.3	$1.2M	14k	81.91	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.3	$1.1M	14k	78.81	View chart
Ishares Tr Msci Denmark Etf (EDEN)	0.8	$704k	6.9k	102.06	View chart
Ishares Msci Hong Kg Etf (EWH)	0.5	$425k	19k	22.38	View chart
Ishares Msci Spain Etf (EWP)	0.5	$418k	8.0k	52.22	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.5	$409k	9.2k	44.44	View chart
Ishares Msci Netherl Etf (EWN)	0.5	$404k	7.3k	55.33	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$303k	1.9k	159.30	View chart
Spdr Series Trust State Street Spd (KIE)	0.3	$290k	5.3k	54.70	View chart

Past Filings by Vertex Investment Solutions

SEC 13F filings are viewable for Vertex Investment Solutions going back to 2026

Vertex Investment Solutions 2026 Q1 filed April 30, 2026

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