Vertex Planning Partners, LLC Portfolio Holdings

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

Vertex Planning Partners, LLC has filed its 13F form on November 18, 2025 for Q3 2025 where it was disclosed a total value porftolio of $521 Billion distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $68.5B, J P Morgan ETF Tr U S Quality with a value of $40.6B, Wisdomtree Floating Rate Treas with a value of $27.1B, Apple Inc. with a value of $23B, and Spdr Portfolio with a value of $16.7B.

Examining the 13F form we can see an increase of $42.4B in the current position value, from $479B to 521B.

Vertex Planning Partners, LLC is based out at Downers Grove, IL

Below you can find more details about Vertex Planning Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $521 Billion
ETFs: $412 Billion
Technology: $30.1 Billion
Financial Services: $10 Billion
Healthcare: $7.57 Billion
Consumer Defensive: $4.23 Billion
Communication Services: $3.64 Billion
Consumer Cyclical: $3.49 Billion
Industrials: $2.04 Billion
Other: $2.51 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$23 Billion 4.41% of portfolio
90,392
Q3 2025 Reduced 0.07%
$83.6B
$4.16 Billion 0.8% of portfolio
31,959
Q1 2025 Reduced 15.88%
$414B
$3.68 Billion 0.71% of portfolio
15,902
Q3 2025 Reduced 0.87%
$3.78T
$2.47 Billion 0.47% of portfolio
4,762
Q3 2025 Added 5.19%
$465B
$1.86 Billion 0.36% of portfolio
9,956
Q3 2025 Added 21.55%
$100B
$1.88 Billion 0.36% of portfolio
6,964
Q3 2025 Added 0.1%
-
$1.67 Billion 0.32% of portfolio
-
Q3 2025 Added 8.27%
$2.39T
$1.51 Billion 0.29% of portfolio
6,862
Q3 2025 Added 14.37%
$317B
$1.19 Billion 0.23% of portfolio
14,178
Q3 2025 Added 0.24%
$522B
$1.02 Billion 0.2% of portfolio
5,526
Q3 2025 Added 4.22%
$279B
$1.03 Billion 0.2% of portfolio
9,989
Q3 2025 Added 3.95%
$1.65T
$986 Million 0.19% of portfolio
4,055
Q3 2025 Added 5.74%
$1.74T
$971 Million 0.19% of portfolio
3,985
Q3 2025 Added 5.48%
$228B
$893 Million 0.17% of portfolio
6,669
Q3 2025 Reduced 8.78%
$593B
$850 Million 0.16% of portfolio
3,023
Q3 2025 Added 3.1%
$291B
$757 Million 0.15% of portfolio
1,587
Q3 2025 Added 1.47%
$1.37T
$806 Million 0.15% of portfolio
1,097
Q3 2025 Added 9.81%
$881B
$779 Million 0.15% of portfolio
2,471
Q3 2025 Added 9.34%
$112B
$729 Million 0.14% of portfolio
21,168
Q3 2025 Reduced 10.01%
$139B
$668 Million 0.13% of portfolio
2,024
Q3 2025 Added 17.95%
$346B
$624 Million 0.12% of portfolio
4,063
Q3 2025 Added 1.83%
$404B
$604 Million 0.12% of portfolio
653
Q3 2025 Added 5.15%
$303B
$549 Million 0.11% of portfolio
3,537
Q3 2025 Added 2.11%
$172B
$503 Million 0.1% of portfolio
11,449
Q3 2025 Added 6.16%
$8.56B
$509 Million 0.1% of portfolio
6,135
Q3 2025 Reduced 19.65%
$4.4B
$546 Million 0.1% of portfolio
8,583
Q4 2024 Added 65.06%
$204B
$475 Million 0.09% of portfolio
3,382
Q3 2025 Reduced 2.56%
$9.38B
$468 Million 0.09% of portfolio
14,808
Q2 2025 Reduced 0.16%
$971B
$491 Million 0.09% of portfolio
643
Q3 2025 Reduced 2.13%
$98.1B
$492 Million 0.09% of portfolio
2,881
Q2 2025 Added 0.03%
$1.29T
$412 Million 0.08% of portfolio
927
Q3 2025 Added 37.54%
$183B
$443 Million 0.08% of portfolio
1,569
Q3 2025 Added 0.9%
$662B
$424 Million 0.08% of portfolio
844
Q3 2025 Added 24.85%
$367B
$399 Million 0.08% of portfolio
984
Q3 2025 Added 9.82%
$490B
$403 Million 0.08% of portfolio
3,575
Q3 2025 Added 11.89%
$193B
$397 Million 0.08% of portfolio
887
Q3 2025 Reduced 3.27%
$140B
$401 Million 0.08% of portfolio
1,596
Q3 2025 Added 0.13%
$266B
$385 Million 0.07% of portfolio
1,364
Q3 2025 Reduced 0.07%
$181B
$379 Million 0.07% of portfolio
13,423
Q3 2025 Added 4.32%
$121B
$374 Million 0.07% of portfolio
484
Q3 2025 Added 0.41%
$46.8B
$289 Million 0.06% of portfolio
304
Q3 2025 Added 14.72%
$168B
$298 Million 0.06% of portfolio
3,942
Q3 2025 Reduced 2.09%
$319B
$298 Million 0.06% of portfolio
4,357
Q3 2025 Added 3.64%
$533B
$332 Million 0.06% of portfolio
973
Q3 2025 Added 7.63%
$73.7B
$319 Million 0.06% of portfolio
1,164
Q3 2025 Added 1.66%
$26.3B
$235 Million 0.05% of portfolio
1,256
Q3 2025 Reduced 0.08%
$85.9B
$238 Million 0.05% of portfolio
1,079
Q3 2025 Added 0.19%
$104B
$246 Million 0.05% of portfolio
839
Q3 2025 Added 3.33%
$104B
$269 Million 0.05% of portfolio
4,066
Q3 2025 Added 6.22%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $521 Billion
  • Prior Value $479 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 18, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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