Vertex Planning Partners, LLC
Annual return '25
+23.5%
SPY '25
+17.7%
Alpha
+5.8ptsvs SPY
Invested
$514.9M
Holdings
135
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 874.7k shares)
14.1%
02
$TFLO
ISHARES TR
Q4 2025: Exited (was 269.1k shares)
10.2%
03
$USFR
WISDOMTREE TR
Q4 2025: Exited (was 538.5k shares)
8.7%
04
$JQUA
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 645.3k shares)
7.4%
05
$AAPL
APPLE INC
Q1 2026: Sold 0.9% (27.5k → 27.3k shares)
4.3%
06
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Sold 9.1% (106.7k → 97.0k shares)
4.3%
07
$SPYG
SPDR SERIES TRUST
Q1 2026: Increased +3.1% (66.4k → 68.5k shares)
3.1%
08
$BIDD
BLACKROCK ETF TRUST
Q4 2025: Exited (was 502.1k shares)
3.0%
09
$SPY
STATE STR SPDR SP 500 ETF T
Q1 2026: Increased +4.7% (14.1k → 14.8k shares)
2.6%
10
$JTEK
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 148.6k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:11 UTC.