SEC Form 13F

Vertrix Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$296,970,125
Positions103

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD BD INDEX FDSBIVINTERMED TERM$15,019,380195,820
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$14,868,968190,848
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$13,169,605262,186
SPDR SERIES TRUSTSPYVST STR P500VAL$12,145,077199,787
ISHARES TRFLOTFLTG RATE NT ETF$11,887,605232,862
APPLE INCAAPLCOM$9,002,46831,112
SPDR SERIES TRUSTSPYGST STR P500GRW$8,817,95674,107
JPMORGAN CHASE & COJPMCOM$6,901,26321,084
AMERICAN EXPRESS COAXPCOM$6,121,64918,098
WALMART INCWMTCOM$6,023,62653,184

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

NexusTrade Loading NexusTrade… Taking too long? Reload this page