Vertex Planning Partners, LLC
Vertex Planning Partners, LLC reported 158 positions worth $673.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPYM (16.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $108.5M | 16.11% | 1,234,572 | — | — | |
| ▸ 2 | JQUA | SH | $49.7M | 7.38% | 688,073 | — | — | |
| ▸ 3 | USFR | SH | $39.0M | 5.79% | 774,263 | — | — | |
| ▸ 4 | TFLO | SH | $38.7M | 5.74% | 763,672 | — | — | |
| ▸ 5 | DYNF | SH | $32.5M | 4.83% | 478,583 | — | — | |
| ▸ 6 | SPY | SH | $28.1M | 4.17% | 37,639 | — | — | |
| ▸ 7 | AAPL | SH | $27.2M | 4.04% | 93,981 | — | — | |
| ▸ 8 | SPYG | SH | $23.0M | 3.42% | 193,662 | — | — | |
| ▸ 9 | JTEK | SH | $20.4M | 3.02% | 182,483 | — | — | |
| ▸ 10 | BIDD | SH | $18.8M | 2.79% | 626,308 | — | — |
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Frequently Asked Questions
What stocks does Vertex Planning Partners, LLC hold as of Q2 2026?
Vertex Planning Partners, LLC reported 158 positions worth $673.5M in its Q2 2026 13F filing. Largest positions: SPYM (16.1%), JQUA (7.4%), USFR (5.8%), TFLO (5.7%) and DYNF (4.8%).
What did Vertex Planning Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Vertex Planning Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.