Vertex Planning Partners, LLC - Q12026 Holdings

Vertex Planning Partners, LLC holds 135 stocks with a total portfolio value of $ 514.88M as of Q12026. In Q12026, Vertex Planning Partners, LLC added 14 new positions, increased stakes in 71 stocks, reduced 34 holdings, and fully exited 9 positions. The largest holding is Spdr Series Trust (SPYM), representing 14.13% of the total portfolio.