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Home > Institutional Investor > Vertex Planning Partners, Llc > Profile

Instuitional Investor - Vertex Planning Partners, Llc

Fund Profile
Filing Period:
Fund Name: Vertex Planning Partners, Llc
Portfolio Value $673,462,436
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 1,234,572 $108,494,218 16.11%
2.
J P Morgan Exchange Traded F
 688,073 $49,733,952 7.38%
3.
Wisdomtree Tr
 774,263 $38,984,148 5.79%
4.
Ishares Tr
 763,672 $38,664,695 5.74%
5.
Blackrock Etf Trust
 DYNF 478,583 $32,548,430 4.83%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.