SEC Form 13F

Vertex Planning Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$673,462,436
Positions159

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$108,494,2181,234,572
J P MORGAN EXCHANGE TRADED FJQUAUS QUALTY FCTR$49,733,952688,073
WISDOMTREE TRUSFRFLOATNG RAT TREA$38,984,148774,263
ISHARES TRTFLOTRS FLT RT BD$38,664,695763,672
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$32,548,430478,583
STATE STR SPDR SP 500 ETF TSPYTR UNIT$28,107,71037,639
APPLE INCAAPLCOM$27,194,21093,981
SPDR SERIES TRUSTSPYGST STR P500GRW$23,043,886193,662
J P MORGAN EXCHANGE TRADED FJTEKU S TEC LEA ETF$20,356,290182,483
BLACKROCK ETF TRUSTBIDDISHARES INTL DIV$18,801,776626,308

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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