1y return+16.5%S&P 500 +20.9%
3y return+44.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $154 against $195 in the S&P 500.2
Vertex Planning Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $108.5M | 16.1% | +29.9% |
| JQUAJ P Morgan Exchange Traded F | $49.7M | 7.4% | +10.8% |
| USFRWisdomtree Tr | $39.0M | 5.8% | −13.4% |
| TFLOIshares Tr | $38.7M | 5.7% | −26.5% |
| DYNFBlackrock Etf Trust | $32.5M | 4.8% | +25.6% |
| SPYState Str Spdr Sp 500 Etf T | $28.1M | 4.2% | +80.8% |
| AAPLApple Inc | $27.2M | 4.0% | +7.2% |
| SPYGSpdr Series Trust | $23.0M | 3.4% | +17.4% |
| JTEKJ P Morgan Exchange Traded F | $20.4M | 3.0% | +16.1% |
| BIDDBlackrock Etf Trust | $18.8M | 2.8% | +17.1% |
| HEFAIshares Tr | $14.2M | 2.1% | +17.5% |
| IUSBIshares Tr | $12.1M | 1.8% | +106.2% |
| PULSPgim Etf Tr | $11.7M | 1.7% | +23.6% |
| DTDWisdomtree Tr | $10.9M | 1.6% | +17.0% |
| BINCBlackrock Etf Trust II | $10.4M | 1.6% | +34.3% |
| SPDWSpdr Index Shs Fds | $10.3M | 1.5% | +87.3% |
| HEEMIshares Inc | $9.6M | 1.4% | +15.4% |
| BAIBlackrock Etf Trust | $9.0M | 1.3% | +8.0% |
| JMSTJ P Morgan Exchange Traded F | $8.0M | 1.2% | |
| SPMOInvesco Exch Traded Fd Tr II | $7.3M | 1.1% | |
| SPABSpdr Series Trust | $7.3M | 1.1% | +47.8% |
| AVEMAmerican Centy Etf Tr | $6.6M | 1.0% | +8.3% |
| SPYVSpdr Series Trust | $6.6M | 1.0% | +93.2% |
| EMXCIshares Inc | $6.5M | 1.0% | +35.0% |
| ABBVAbbvie Inc | $6.3M | 0.9% | +76.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | December 31, 2022 | +122.7% | $27.2M |
| EMXCIshares Inc | December 31, 2022 | +115.5% | $6.5M |
| SPYGSpdr Series Trust | September 30, 2023 | +100.7% | $23.0M |
| BMOBank Montreal Medium | September 30, 2024 | +95.9% | $4.9M |
| SPYMSpdr Series Trust | December 31, 2022 | +95.4% | $108.5M |
| SPYState Str Spdr Sp 500 Etf T | December 31, 2022 | +95.3% | $28.1M |
| BAIBlackrock Etf Trust | June 30, 2025 | +82.7% | $9.0M |
| JQUAJ P Morgan Exchange Traded F | March 31, 2023 | +75.3% | $49.7M |
| XCEMColumbia Etf Tr II | December 31, 2023 | +74.7% | $5.2M |
| SPMOInvesco Exch Traded Fd Tr II | December 31, 2024 | +70.0% | $7.3M |
Sold off last quarter
- ICSHIshares Tr was $230K
- CRMSalesforce Inc was $215K
- WMWaste Mgmt Inc Del was $205K
- HDVIshares Tr was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +6.6% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +4.7% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +7.7% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +2.8% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vertex Planning Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1942341&type=13F-HR&dateb=&owner=include&count=40CIK 1942341
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1942341/000194234126000004/Filed August 14, 2026 · accession 0001942341-26-000004