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Vertex Planning Partners

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

Top 5 stock holdings are SPLG, JQUA, USFR, AAPL, SPYG, and represent 33.74% of Vertex Planning Partners's stock portfolio.
Added to shares of these 10 stocks: XLG, BAI, SHLD, AVEM, SPLG, GLDM, STIP, DYNF, JMST, SGOV.
Started 16 new stock positions in TOUS, AVEM, PLTR, TCAF, DFAE, CWB, XLF, SHLD, IGF, Blackrock Etf Trust. USB, SGOV, PAAA, AGG, SCHG, DFGR.
Reduced shares in these 10 stocks: EFG, USFR, EFV, XLK, IUSB, TFLO, IYW, SPEM, SPY, BIL.
Sold out of its positions in CMCSA, PAYX, PM, VGK.
Vertex Planning Partners was a net buyer of stock by $12M.
Vertex Planning Partners has $521M in assets under management (AUM), dropping by 8.85%.
Central Index Key (CIK): 0001942341

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Portfolio Holdings for Vertex Planning Partners

Vertex Planning Partners holds 200 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	13.1	$69M	+3%	875k	78.34	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	7.8	$41M		645k	62.91	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	5.2	$27M	-11%	539k	50.27	View chart
Apple (AAPL)	4.4	$23M		90k	254.63	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	3.2	$17M		160k	104.51	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	2.7	$14M	+4%	502k	27.99	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	2.6	$14M	+3%	149k	91.97	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.6	$14M	-8%	269k	50.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$13M	-2%	20k	666.17	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.2	$12M	+9%	197k	59.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$11M		88k	120.72	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	1.9	$9.8M	+3%	248k	39.61	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.9	$9.8M	+101%	170k	57.52	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.7	$8.7M	+5%	73k	119.51	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.7	$8.6M	+3%	173k	49.83	View chart
Ishares Tr Mbs Etf (MBB)	1.6	$8.6M	+5%	90k	95.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$8.6M	+3%	41k	206.51	View chart
Ishares Tr Eafe Value Etf (EFV)	1.6	$8.1M	-26%	120k	67.83	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	1.5	$8.0M	+2%	96k	84.00	View chart
Ishares Cur Hd Msci Em (HEEM)	1.2	$6.2M	+3%	184k	33.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$5.9M		8.8k	669.27	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.0	$5.4M		230k	23.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$5.3M	-2%	27k	194.50	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$5.0M	+2%	116k	42.79	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$4.9M	-23%	106k	46.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$4.9M	+5%	75k	65.26	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.9	$4.8M	+137%	141k	34.16	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.9	$4.7M	+3%	123k	37.86	View chart
Bank Of Montreal Cadcom (BMO)	0.8	$4.2M		32k	130.25	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$3.9M	-15%	83k	46.81	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.7	$3.9M	+34%	76k	51.04	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.7	$3.7M	+2%	103k	36.33	View chart
Abbvie (ABBV)	0.7	$3.7M		16k	231.54	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.7	$3.6M		35k	102.99	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$3.5M		29k	121.06	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$3.4M	+88%	44k	76.45	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$3.3M		49k	67.51	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$3.1M	-8%	46k	65.92	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.6	$3.0M		55k	55.33	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	0.5	$2.7M		121k	22.44	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.5	$2.5M	+5%	49k	50.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.5M	+5%	4.1k	600.36	View chart
Microsoft Corporation (MSFT)	0.5	$2.5M	+5%	4.8k	517.94	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$2.5M	NEW	35k	70.24	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$2.3M	+3%	46k	51.23	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$2.3M		6.3k	365.48	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$2.2M	+6%	5.8k	378.93	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$2.1M	NEW	28k	75.11	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$2.0M	+5%	38k	53.24	View chart
Cme (CME)	0.4	$1.9M		7.0k	270.19	View chart
NVIDIA Corporation (NVDA)	0.4	$1.9M	+21%	10k	186.58	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$1.8M	+271%	18k	103.36	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.8M		3.8k	479.61	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.7M	+8%	36k	46.63	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$1.6M	-17%	18k	91.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$1.6M	-39%	8.1k	195.85	View chart
Amazon (AMZN)	0.3	$1.5M	+14%	6.9k	219.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.5M		10k	142.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.3M		7.0k	189.70	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$1.3M	-62%	4.6k	281.89	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.3M	+9%	12k	106.49	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$1.3M		37k	33.65	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.2	$1.2M	+7%	43k	28.90	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.2M	+5%	12k	106.78	View chart
Wells Fargo & Company (WFC)	0.2	$1.2M		14k	83.82	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.2	$1.1M		24k	47.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.1M	+13%	3.1k	355.47	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.2	$1.1M	-2%	22k	49.41	View chart
Wal-Mart Stores (WMT)	0.2	$1.0M	+3%	10k	103.06	View chart
Johnson & Johnson (JNJ)	0.2	$1.0M	+4%	5.5k	185.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$986k	+5%	4.1k	243.10	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$982k		6.7k	145.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$971k	+5%	4.0k	243.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$933k		9.7k	96.55	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.2	$932k		39k	23.81	View chart
Abbott Laboratories (ABT)	0.2	$893k	-8%	6.7k	133.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$879k		7.4k	118.82	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.2	$871k	-23%	8.8k	99.52	View chart
Oracle Corporation (ORCL)	0.2	$850k	+3%	3.0k	281.24	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$850k	-80%	7.5k	113.88	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$847k	-9%	11k	80.65	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$831k	NEW	8.3k	100.70	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$827k		6.9k	119.92	View chart
Meta Platforms Cl A (META)	0.2	$806k	+9%	1.1k	734.38	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$781k		14k	57.47	View chart
JPMorgan Chase & Co. (JPM)	0.1	$779k	+9%	2.5k	315.43	View chart
McDonald's Corporation (MCD)	0.1	$770k		2.5k	303.89	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$768k	+8%	5.0k	154.23	View chart
Caterpillar (CAT)	0.1	$757k		1.6k	477.15	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$744k	+3%	16k	45.76	View chart
BP Sponsored Adr (BP)	0.1	$729k	-10%	21k	34.46	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$708k	NEW	14k	51.50	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$700k	+11%	15k	46.04	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$693k	+9%	13k	52.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$672k	+11%	7.1k	95.14	View chart
Broadcom (AVGO)	0.1	$668k	+17%	2.0k	329.91	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$667k		7.0k	95.19	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$660k		25k	26.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$638k	+10%	7.3k	87.31	View chart
Procter & Gamble Company (PG)	0.1	$624k		4.1k	153.65	View chart
Costco Wholesale Corporation (COST)	0.1	$604k	+5%	653.00	925.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$587k		1.8k	328.18	View chart
Tidal Trust I Sp Dwjns Sukuk (SPSK)	0.1	$553k		30k	18.48	View chart
Chevron Corporation (CVX)	0.1	$549k	+2%	3.5k	155.29	View chart
Main Street Capital Corporation (MAIN)	0.1	$546k		8.6k	63.59	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$531k		3.8k	141.48	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$531k		891.00	596.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$519k		1.8k	293.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$517k	-3%	2.4k	215.79	View chart
Parsons Corporation (PSN)	0.1	$509k	-19%	6.1k	82.92	View chart
Verizon Communications (VZ)	0.1	$503k	+6%	11k	43.95	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$495k		9.5k	52.30	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$493k	+24%	22k	22.34	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$492k		2.9k	170.85	View chart
Eli Lilly & Co. (LLY)	0.1	$491k	-2%	643.00	763.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$480k		1.6k	293.74	View chart
Pepsi (PEP)	0.1	$475k	-2%	3.4k	140.42	View chart
Campbell Soup Company (CPB)	0.1	$468k		15k	31.58	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$466k	-14%	9.2k	50.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$465k		2.7k	174.58	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$463k	-9%	9.4k	49.15	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$459k		8.5k	54.18	View chart
Amgen (AMGN)	0.1	$443k		1.6k	282.13	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$440k	+17%	8.7k	50.51	View chart
T Rowe Price Etf Growth Etf (TGRT)	0.1	$431k	+6%	9.9k	43.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$429k	+4%	3.1k	139.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$424k	+24%	844.00	502.74	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$423k		9.1k	46.32	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$417k		2.0k	213.73	View chart
Tesla Motors (TSLA)	0.1	$412k	+37%	927.00	444.72	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$410k		4.3k	95.89	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$405k		3.2k	126.64	View chart
Exxon Mobil Corporation (XOM)	0.1	$403k	+11%	3.6k	112.75	View chart
Lowe's Companies (LOW)	0.1	$401k		1.6k	251.31	View chart
Home Depot (HD)	0.1	$399k	+9%	984.00	405.19	View chart
Intuitive Surgical Com New (ISRG)	0.1	$397k	-3%	887.00	447.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$394k		980.00	402.42	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.1	$393k	-33%	8.6k	45.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$391k		4.2k	93.38	View chart
International Business Machines (IBM)	0.1	$385k		1.4k	282.16	View chart
At&t (T)	0.1	$379k	+4%	13k	28.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$375k		800.00	468.41	View chart
McKesson Corporation (MCK)	0.1	$374k		484.00	772.54	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$373k		22k	17.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$366k		490.00	746.33	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$364k	+25%	2.2k	165.45	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$351k		2.5k	140.05	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$339k		5.9k	57.19	View chart
Vanguard World Health Car Etf (VHT)	0.1	$337k		1.3k	259.60	View chart
Visa Com Cl A (V)	0.1	$332k	+7%	973.00	341.38	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$326k	-2%	7.0k	46.42	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$325k	-2%	7.2k	45.42	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.1	$323k	NEW	13k	25.31	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$320k		2.9k	110.38	View chart
Ecolab (ECL)	0.1	$319k		1.2k	273.89	View chart
T Rowe Price Etf International Eq (TOUS)	0.1	$315k	NEW	9.4k	33.62	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$314k	+9%	3.8k	82.58	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$310k	+22%	15k	20.53	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$306k	-3%	2.5k	122.45	View chart
Wisdomtree Tr Glb High Div Fd (DEW)	0.1	$303k		5.0k	60.14	View chart
Cisco Systems (CSCO)	0.1	$298k	+3%	4.4k	68.42	View chart
Nextera Energy (NEE)	0.1	$298k	-2%	3.9k	75.49	View chart
W.W. Grainger (GWW)	0.1	$289k	+14%	304.00	951.71	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$288k	+7%	5.0k	58.21	View chart
Texas Instruments Incorporated (TXN)	0.1	$286k		1.6k	183.73	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$284k	+3%	12k	24.30	View chart
Coca-Cola Company (KO)	0.1	$282k	+3%	4.2k	66.32	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$279k	NEW	5.2k	53.87	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$279k		1.9k	145.60	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$278k	-27%	4.5k	61.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$273k	NEW	8.6k	31.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$271k		1.1k	241.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$269k		1.9k	140.95	View chart
Altria (MO)	0.1	$269k	+6%	4.1k	66.05	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$269k	+25%	12k	23.12	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.1	$268k		4.0k	67.04	View chart
Cardinal Health (CAH)	0.1	$267k	+3%	1.7k	156.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$264k		431.00	612.91	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$259k		792.00	326.52	View chart
Automatic Data Processing (ADP)	0.0	$246k	+3%	839.00	293.50	View chart
Performance Food (PFGC)	0.0	$240k		2.3k	104.04	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$239k		2.0k	120.50	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$239k		3.3k	72.58	View chart
Waste Management (WM)	0.0	$238k		1.1k	220.86	View chart
Palantir Technologies Cl A (PLTR)	0.0	$237k	NEW	1.3k	182.35	View chart
Hershey Company (HSY)	0.0	$235k		1.3k	187.00	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$231k	NEW	7.3k	31.53	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$231k		2.1k	110.91	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$230k		1.0k	229.61	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$225k	-2%	3.3k	68.39	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$224k	+6%	6.2k	36.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$223k	NEW	2.2k	100.24	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$221k		2.5k	87.04	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$220k		6.4k	34.17	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$218k	NEW	3.6k	61.12	View chart
Enterprise Products Partners (EPD)	0.0	$217k		6.9k	31.27	View chart
Us Bancorp Del Com New (USB)	0.0	$213k	NEW	4.4k	48.33	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$210k	NEW	7.7k	27.31	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$206k	NEW	5.5k	37.70	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.0	$205k	NEW	2.3k	90.50	View chart

Past Filings by Vertex Planning Partners

SEC 13F filings are viewable for Vertex Planning Partners going back to 2022

Vertex Planning Partners 2025 Q3 filed Nov. 18, 2025
Vertex Planning Partners 2025 Q2 filed Aug. 13, 2025
Vertex Planning Partners 2025 Q1 filed May 14, 2025
Vertex Planning Partners 2024 Q4 filed Feb. 12, 2025
Vertex Planning Partners 2024 Q3 filed Nov. 7, 2024
Vertex Planning Partners 2024 Q2 filed Aug. 13, 2024
Vertex Planning Partners 2024 Q1 filed May 13, 2024
Vertex Planning Partners 2023 Q4 filed Feb. 14, 2024
Vertex Planning Partners 2023 Q3 filed Nov. 14, 2023
Vertex Planning Partners 2023 Q2 filed Aug. 14, 2023
Vertex Planning Partners 2023 Q1 filed May 16, 2023
Vertex Planning Partners 2022 Q4 filed Feb. 6, 2023

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