§ 13F · FUND PROFILE
Vertex Investment Solutions Co., Ltd..
AUM · $148M (13F)Positions · 26Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 410K | $24M | 16.1% | +2% |
| 2 | TIP | ISHARES TR | 209K | $23M | 15.5% | +351% |
| 3 | LQD | ISHARES TR | 144K | $16M | 10.7% | +259% |
| 4 | IGSB | ISHARES TR | 241K | $13M | 8.5% | +5% |
| 5 | EMB | ISHARES TR | 123K | $12M | 8.0% | +359% |
| 6 | VNQ | VANGUARD INDEX FDS | 92K | $9M | 6.1% | +242% |
| 7 | XLY | SELECT SECTOR SPDR TR | 69K | $8M | 5.4% | +334% |
| 8 | FCOM | FIDELITY COVINGTON TRUST | 90K | $6M | 4.2% | NEW |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 87K | $5M | 3.5% | +6% |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | 102K | $5M | 3.3% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERTEX SIGNAL
AC read
Vertex Investment Solutions Co., Ltd. is a Other fund managing $148 million in assets. The fund runs a focused portfolio of just 26 positions.
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