Vertex Planning Partners, LLC - Q42025 Holdings

Vertex Planning Partners, LLC holds 130 stocks with a total portfolio value of $ 430.39M as of Q42025. In Q42025, Vertex Planning Partners, LLC added 7 new positions, increased stakes in 53 stocks, reduced 57 holdings, and fully exited 77 positions. The largest holding is Spdr Series Trust (SPYM), representing 16.46% of the total portfolio.