Vertex Planning Partners, LLC Q3 2025 Filing
Filed November 18, 2025
Portfolio Value
$521.4B
Holdings
200
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (200 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | COSTCOSTCO WHSL CORP NEW | 653 | $604.4M | 0.12% | |
| 102 | VTIVANGUARD INDEX FDS | 1,789 | $587.1M | 0.11% | |
| 103 | SPSKTIDAL TRUST I | 29,898 | $552.5M | 0.11% | |
| 104 | CVXCHEVRON CORP NEW | 3,537 | $549.3M | 0.11% | |
| 105 | MAINMAIN STR CAP CORP | 8,583 | $545.8M | 0.10% | |
| 106 | IJTISHARES TR | 3,756 | $531.4M | 0.10% | |
| 107 | MDYSPDR S&P MIDCAP 400 ETF TR | 891 | $531.2M | 0.10% | |
| 108 | VOTVANGUARD INDEX FDS | 1,766 | $518.8M | 0.10% | |
| 109 | VIGVANGUARD SPECIALIZED FUNDS | 2,395 | $516.8M | 0.10% | |
| 110 | PSNPARSONS CORP DEL | 6,135 | $508.7M | 0.10% | |
| 111 | BACVERIZON COMMUNICATIONS INC | 11,449 | $503.2M | 0.10% | |
| 112 | DONWISDOMTREE TR | 9,460 | $494.7M | 0.09% | |
| 113 | SHYMBLACKROCK ETF TRUST II | 22,046 | $492.5M | 0.09% | |
| 114 | BXBLACKSTONE INC | 2,881 | $492.2M | 0.09% | |
| 115 | LLYELI LILLY & CO | 643 | $490.6M | 0.09% | |
| 116 | VOVANGUARD INDEX FDS | 1,635 | $480.3M | 0.09% | |
| 117 | PEPPEPSICO INC | 3,382 | $474.9M | 0.09% | |
| 118 | CPBTHE CAMPBELLS COMPANY | 14,808 | $467.6M | 0.09% | |
| 119 | JAAAJANUS DETROIT STR TR | 9,174 | $465.8M | 0.09% | |
| 120 | VOEVANGUARD INDEX FDS | 2,663 | $464.9M | 0.09% | |
| 121 | DTHWISDOMTREE TR | 9,425 | $463.3M | 0.09% | |
| 122 | STPZPIMCO ETF TR | 8,469 | $458.8M | 0.09% | |
| 123 | AMGNAMGEN INC | 1,569 | $442.7M | 0.08% | |
| 124 | MEARISHARES U S ETF TR | 8,710 | $439.9M | 0.08% | |
| 125 | TGRTT ROWE PRICE ETF INC | 9,876 | $431.0M | 0.08% | |
| 126 | XLVSELECT SECTOR SPDR TR | 3,081 | $428.7M | 0.08% | |
| 127 | BRK/BBERKSHIRE HATHAWAY INC DEL | 844 | $424.3M | 0.08% | |
| 128 | SPSMSPDR SERIES TRUST | 9,135 | $423.1M | 0.08% | |
| 129 | VDCVANGUARD WORLD FD | 1,950 | $416.8M | 0.08% | |
| 130 | TSLATESLA INC | 927 | $412.3M | 0.08% | |
| 131 | IJKISHARES TR | 4,272 | $409.6M | 0.08% | |
| 132 | IYFISHARES TR | 3,200 | $405.2M | 0.08% | |
| 133 | XOMEXXON MOBIL CORP | 3,575 | $403.1M | 0.08% | |
| 134 | LOWLOWES COS INC | 1,596 | $401.1M | 0.08% | |
| 135 | HDHOME DEPOT INC | 984 | $398.7M | 0.08% | |
| 136 | ISRGINTUITIVE SURGICAL INC | 887 | $396.7M | 0.08% | |
| 137 | MGKVANGUARD WORLD FD | 980 | $394.4M | 0.08% | |
| 138 | TFISPDR SERIES TRUST | 8,614 | $392.5M | 0.08% | |
| 139 | EFAISHARES TR | 4,185 | $390.8M | 0.07% | |
| 140 | IBMINTERNATIONAL BUSINESS MACHS | 1,364 | $384.9M | 0.07% | |
| 141 | TAT&T INC | 13,423 | $379.1M | 0.07% | |
| 142 | IWFISHARES TR | 800 | $374.7M | 0.07% | |
| 143 | MCKMCKESSON CORP | 484 | $373.9M | 0.07% | |
| 144 | QYLDGLOBAL X FDS | 21,941 | $373.2M | 0.07% | |
| 145 | VGTVANGUARD WORLD FD | 490 | $365.7M | 0.07% | |
| 146 | GLTRABRDN PRECIOUS METALS BASKET | 2,202 | $364.3M | 0.07% | |
| 147 | SDYSPDR SERIES TRUST | 2,505 | $350.8M | 0.07% | |
| 148 | SPMDSPDR SERIES TRUST | 5,926 | $338.9M | 0.06% | |
| 149 | VHTVANGUARD WORLD FD | 1,299 | $337.2M | 0.06% | |
| 150 | VVISA INC | 973 | $332.2M | 0.06% | |
| 151 | DBEFDBX ETF TR | 7,028 | $326.2M | 0.06% | |
| 152 | PRFZINVESCO EXCHANGE TRADED FD T | 7,161 | $325.3M | 0.06% | |
| 153 | BDYNBLACKROCK ETF TRUST | 12,757 | $322.9M | 0.06% | |
| 154 | IVOOVANGUARD ADMIRAL FDS INC | 2,900 | $320.1M | 0.06% | |
| 155 | ECLECOLAB INC | 1,164 | $318.8M | 0.06% | |
| 156 | TOUST ROWE PRICE ETF INC | 9,365 | $314.9M | 0.06% | |
| 157 | IXUSISHARES TR | 3,802 | $314.0M | 0.06% | |
| 158 | MUSTCOLUMBIA ETF TR I | 15,076 | $309.5M | 0.06% | |
| 159 | HDVISHARES TR | 2,497 | $305.8M | 0.06% | |
| 160 | DEWWISDOMTREE TR | 5,034 | $302.8M | 0.06% | |
| 161 | CSCOCISCO SYS INC | 4,357 | $298.1M | 0.06% | |
| 162 | NEENEXTERA ENERGY INC | 3,942 | $297.6M | 0.06% | |
| 163 | GWWGRAINGER W W INC | 304 | $289.3M | 0.06% | |
| 164 | DFATDIMENSIONAL ETF TRUST | 4,951 | $288.2M | 0.06% | |
| 165 | TXNTEXAS INSTRS INC | 1,558 | $286.3M | 0.05% | |
| 166 | MMITNEW YORK LIFE INVTS ACTIVE E | 11,685 | $283.9M | 0.05% | |
| 167 | KOCOCA COLA CO | 4,248 | $281.7M | 0.05% | |
| 168 | XLFSELECT SECTOR SPDR TR | 5,187 | $279.4M | 0.05% | |
| 169 | ESGUISHARES TR | 1,917 | $279.1M | 0.05% | |
| 170 | PXFINVESCO EXCH TRADED FD TR II | 4,536 | $277.5M | 0.05% | |
| 171 | SCHGSCHWAB STRATEGIC TR | 8,553 | $272.9M | 0.05% | |
| 172 | IWMISHARES TR | 1,118 | $270.5M | 0.05% | |
| 173 | VYMVANGUARD WHITEHALL FDS | 1,907 | $268.8M | 0.05% | |
| 174 | MOALTRIA GROUP INC | 4,066 | $268.6M | 0.05% | |
| 175 | AQLTISHARES TR | 11,613 | $268.5M | 0.05% | |
| 176 | BLOKAMPLIFY ETF TR | 4,000 | $268.2M | 0.05% | |
| 177 | CAHCARDINAL HEALTH INC | 1,702 | $267.2M | 0.05% | |
| 178 | VOOVANGUARD INDEX FDS | 431 | $264.2M | 0.05% | |
| 179 | SMHVANECK ETF TRUST | 792 | $258.6M | 0.05% | |
| 180 | ADPAUTOMATIC DATA PROCESSING IN | 839 | $246.2M | 0.05% | |
| 181 | PFGCPERFORMANCE FOOD GROUP CO | 2,307 | $240.0M | 0.05% | |
| 182 | VONGVANGUARD SCOTTSDALE FDS | 1,986 | $239.3M | 0.05% | |
| 183 | LCTUBLACKROCK ETF TRUST | 3,290 | $238.8M | 0.05% | |
| 184 | WMWASTE MGMT INC DEL | 1,079 | $238.3M | 0.05% | |
| 185 | PLTRPALANTIR TECHNOLOGIES INC | 1,302 | $237.4M | 0.05% | |
| 186 | HSYHERSHEY CO | 1,256 | $234.9M | 0.05% | |
| 187 | DFAEDIMENSIONAL ETF TRUST | 7,338 | $231.4M | 0.04% | |
| 188 | IDUISHARES TR | 2,085 | $231.3M | 0.04% | |
| 189 | QTECFIRST TR EXCHANGE-TRADED FD | 1,000 | $229.6M | 0.04% | |
| 190 | IYKISHARES TR | 3,282 | $224.5M | 0.04% | |
| 191 | DFAIDIMENSIONAL ETF TRUST | 6,172 | $224.4M | 0.04% | |
| 192 | AGGISHARES TR | 2,227 | $223.2M | 0.04% | |
| 193 | DLNWISDOMTREE TR | 2,536 | $220.7M | 0.04% | |
| 194 | CGGOCAPITAL GROUP GBL GROWTH EQT | 6,443 | $220.2M | 0.04% | |
| 195 | IGFISHARES TR | 3,560 | $217.6M | 0.04% | |
| 196 | EPDENTERPRISE PRODS PARTNERS L | 6,925 | $216.5M | 0.04% | |
| 197 | USBUS BANCORP DEL | 4,412 | $213.2M | 0.04% | |
| 198 | DFGRDIMENSIONAL ETF TRUST | 7,699 | $210.3M | 0.04% | |
| 199 | TCAFT ROWE PRICE ETF INC | 5,460 | $205.8M | 0.04% | |
| 200 | CWBSPDR SERIES TRUST | 2,268 | $205.3M | 0.04% |
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