VP

Vertex Planning Partners, LLC

13F
Vertex Planning Partners, LLC
Last update 2025-05-14 180 Stocks (15 new)
Value $458.00 Mil Turnover 9 %
Countries:
Top Holdings: SPLG(13.40%)JQUA(7.80%)USFR(6.95%)AAPL(4.35%)HELO(3.29%)
Summary Stock Picks Current Portfolio
Vertex Planning Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
933,352
61,377.2
+2.14%
13.400
+0.28%
0.100
+19.60%
+7.78%
76,985.6
 
JQUA
JPMorgan U.S. Quality Factor ETF
632,454
35,714.7
+2.20%
7.800
+0.17%
0.610
+12.76%
+5.72%
6,450.4
 
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
632,240
31,820.7
+7.06%
6.950
+0.46%
0.170
+1.13%
+2.37%
18,637.0
 
AAPL
Apple Inc
89,662
19,916.7
-0.13%
4.350
-0.01%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
252,234
15,053.3
+5.92%
3.290
+0.18%
0.510
+9.26%
+2.30%
3,309.0
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
282,250
14,298.8
+25.89%
3.120
+0.64%
0.200
+1.11%
+2.38%
6,743.2
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
156,770
12,599.6
+2.31%
2.750
+0.06%
0.040
+27.21%
+10.98%
38,694.0
 
SPY
SPDR S&P 500 ETF Trust
22,438
12,551.8
-6.18%
2.740
-0.19%
0.000
+19.57%
+7.72%
643,289.7
 
BIDD
iShares International Dividend Active ETF
iShares International Dividend Active ETF
473,148
12,249.8
+4.23%
2.670
+0.11%
1.710
+8.75%
+10.07%
701.9
 
IVW
iShares S&P 500 Growth ETF
107,635
9,991.7
+3.24%
2.180
+0.07%
0.020
+27.10%
+10.87%
61,778.2
 

Vertex Planning Partners, LLC's Historical Top Holdings Breakdowns

Vertex Planning Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPAB
SPDR Portfolio Aggregate Bond ETF
2025-03-31
Sold Out
Sold Out
-1.22%
●
24.73 ($25.23) 25.62
$25.32
0.36%
Sold Out
0
-221,941
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Add
Add
+1.21%
●
44.72 ($45.57) 46.25
$45.77
0.44%
Add 263.38%
165,590
120,021
PXF
Invesco RAFI Developed Markets ex-U.S. ETF
Invesco RAFI Developed Markets ex-U.S. ETF
2025-03-31
Reduce
Reduce
-0.97%
●
47.39 ($51.01) 54.25
$57.19
12.12%
Reduce -93.93%
5,896
-91,158
DNL
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
2025-03-31
Reduce
Reduce
-0.95%
●
35.56 ($37) 38.21
$39.85
7.69%
Reduce -95.48%
5,627
-118,982
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Add
Add
+0.74%
●
51.88 ($56.57) 60.73
$63.10
11.54%
Add 130.56%
101,512
57,483
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Add
Add
+0.64%
●
50.48 ($50.58) 50.68
$50.59
0.02%
Add 25.89%
282,250
58,043
XLG
Invesco S&P 500 Top 50 ETF
2025-03-31
New Buy
New Buy
+0.55%
●
45.72 ($49.35) 51.73
$53.12
7.64%
New holding
54,359
54,359
ICSH
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
2025-03-31
New Buy
New Buy
+0.49%
●
50.44 ($50.57) 50.7
$50.62
0.10%
New holding
44,568
44,568
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.49%
●
185.78 ($193.5) 198.58
$197.34
1.98%
Add 44.6%
38,556
11,892
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Add
Add
+0.46%
●
50.29 ($50.4) 50.5
$50.44
0.08%
Add 7.06%
632,240
41,720

Vertex Planning Partners, LLC Total Holding History ($B)

To

Vertex Planning Partners, LLC's Asset Allocation

To

Vertex Planning Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Vertex Planning Partners, LLC's Hypothetical Growth since 2025-03-31

Vertex Planning Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Vertex Planning Partners, LLC's Holdings Heat Map

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Vertex Planning Partners, LLC's Holdings Bubble Chart

Vertex Planning Partners, LLC News

  • 1

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