Vertex Planning Partners, LLC
•CIK: 1942341•Filing: Q4 2025
**Vertex Planning Partners, LLC** manages $430M across a diversified portfolio of 130 positions. The fund exhibits a notable concentration in technology and growth sectors, highlighted by the top holding in SPYM at $70.8M. Significant allocations are also visible in JQUA ($38.1M), USFR ($26.1M), and AAPL ($23.9M). This structure suggests a tactical, high-conviction approach targeting market leaders and thematic growth opportunities.
Total AUM
$430.4M
QoQ Performance
-17.5%
Positions
67
Top 10 Concentration
58.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
JQUA
USFR
AAPL
SPYM16.5%
JQUA8.9%
USFR6.1%
AAPL5.5%
SPY4.2%
SPYG4.0%
TFLO3.9%
BIDD3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.2%
Technology6.5%
ETF4.2%
Healthcare1.1%
Financial0.4%
Consumer0.4%
Energy0.1%
Utilities0.1%
🚪 Exited Positionssold since Q3 2025
+73 more exited positions
Changes from Q3 2025
NEW8 new positions
↑53 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023