Holdings of Vertex Planning Partners, LLC
113 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 66 % of the equity sleeve
Sector breakdown
- Funds 17.3 %
- Technology 5.8 %
- Health care 1.4 %
- Financials 0.8 %
- Communication 0.6 %
- Energy 0.3 %
- Consumer staples 0.2 %
- Utilities 0.1 %
- Unattributed 73.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- GB 0.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 112 | 413.3M $ | 99.81 % |
| 2 | GB | 1 | 785.6K $ | 0.19 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Cisco Systems, Inc. | 3,057 | 237.2K $ | |
| 102 | Amgen Inc | 656 | 230.7K $ | |
| 103 | iShares Ultra Short Duration B | 4,542 | 229.9K $ | |
| 104 | Capital Group Global Growth Equity ETF | 6,874 | 229.4K $ | |
| 105 | Wisdomtree Trust | 2,531 | 226.1K $ | |
| 106 | Berkshire Hathaway Inc | 468 | 224.3K $ | |
| 107 | Broadcom Inc | 705 | 218.3K $ | |
| 108 | Salesforce Inc | 1,150 | 214.7K $ | |
| 109 | Vanguard World Fund | 670 | 209.2K $ | |
| 110 | Select Sector Spdr Trust | 3,393 | 207.9K $ | |
| 111 | SPDR Series Trust | 2,270 | 207.8K $ | |
| 112 | Waste Management Inc | 893 | 205.2K $ | |
| 113 | iShares Core High Dividend ETF | 1,495 | 202.9K $ |