Vertex Planning Partners, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$430.4B
Holdings
130
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (130 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PRFZINVESCO EXCHANGE TRADED FD T | 7,036 | $322.0M | 0.07% | |
| 102 | XOMEXXON MOBIL CORP | 2,658 | $319.0M | 0.07% | |
| 103 | ESGUISHARES TR | 2,121 | $315.0M | 0.07% | |
| 104 | DEWWISDOMTREE TR | 5,034 | $310.0M | 0.07% | |
| 105 | DFAIDIMENSIONAL ETF TRUST | 7,668 | $292.0M | 0.07% | |
| 106 | SMHVANECK ETF TRUST | 795 | $286.0M | 0.07% | |
| 107 | PXFINVESCO EXCH TRADED FD TR II | 4,360 | $285.0M | 0.07% | |
| 108 | MMITNEW YORK LIFE INVTS ACTIVE E | 11,685 | $284.0M | 0.07% | |
| 109 | VONGVANGUARD SCOTTSDALE FDS | 2,310 | $281.0M | 0.07% | |
| 110 | HDVISHARES TR | 2,283 | $277.0M | 0.06% | |
| 111 | NEENEXTERA ENERGY INC | 3,449 | $276.0M | 0.06% | |
| 112 | DFAEDIMENSIONAL ETF TRUST | 8,157 | $265.0M | 0.06% | |
| 113 | TATT INC | 10,541 | $261.0M | 0.06% | |
| 114 | XLFSELECT SECTOR SPDR TR | 4,693 | $257.0M | 0.06% | |
| 115 | BRK/BBERKSHIRE HATHAWAY INC DEL | 506 | $254.0M | 0.06% | |
| 116 | TDTTFLEXSHARES TR | 10,528 | $253.0M | 0.06% | |
| 117 | LCTUBLACKROCK ETF TRUST | 3,258 | $241.0M | 0.06% | |
| 118 | CGGOCAPITAL GROUP GBL GROWTH EQT | 6,874 | $238.0M | 0.06% | |
| 119 | BLOKAMPLIFY ETF TR | 4,000 | $227.0M | 0.05% | |
| 120 | CSCOCISCO SYS INC | 2,919 | $224.0M | 0.05% | |
| 121 | DLNWISDOMTREE TR | 2,529 | $222.0M | 0.05% | |
| 122 | AMGNAMGEN INC | 661 | $216.0M | 0.05% | |
| 123 | AVGOBROADCOM INC | 621 | $214.0M | 0.05% | |
| 124 | MOALTRIA GROUP INC | 3,650 | $210.0M | 0.05% | |
| 125 | TCAFT ROWE PRICE ETF INC | 5,470 | $209.0M | 0.05% | |
| 126 | LEGRFIRST TR EXCHANGE TRADED FD | 3,500 | $208.0M | 0.05% | |
| 127 | PFGCPERFORMANCE FOOD GROUP CO | 2,293 | $206.0M | 0.05% | |
| 128 | DFACDIMENSIONAL ETF TRUST | 5,115 | $202.0M | 0.05% | |
| 129 | CWBSPDR SERIES TRUST | 2,268 | $202.0M | 0.05% | |
| 130 | PKWINVESCO EXCHANGE TRADED FD T | 1,500 | $201.0M | 0.05% |
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