Vertex Investment Solutions

Vertex Investment Solutions as of March 31, 2026

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