§ 13F · FUND PROFILE
Vertex Planning Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 130Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$430.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 883K | $70.8T | 16.5% | NEW |
| 2 | JQUA | J P MORGAN EXCHANGE TRADED F | 603K | $38.1T | 8.9% | NEW |
| 3 | USFR | WISDOMTREE TR | 518K | $26.1T | 6.1% | NEW |
| 4 | AAPL | APPLE INC | 88K | $23.9T | 5.5% | NEW |
| 5 | SPY | SPDR SP 500 ETF TR | 26K | $17.9T | 4.2% | NEW |
| 6 | SPYG | SPDR SERIES TRUST | 159K | $17.0T | 4.0% | NEW |
| 7 | TFLO | ISHARES TR | 330K | $16.6T | 3.9% | NEW |
| 8 | BIDD | BLACKROCK ETF TRUST | 518K | $14.9T | 3.5% | NEW |
| 9 | JTEK | J P MORGAN EXCHANGE TRADED F | 151K | $13.6T | 3.2% | NEW |
| 10 | DYNF | BLACKROCK ETF TRUST | 202K | $12.3T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERTEX SIGNAL
AC read
Vertex Planning Partners, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed