13F Filings History of Vertex Planning Partners, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$429,073,712
Signature - Title
Nicole Goff - Manager Compliance Service and Support
Location
Downers Grove, IL
Summary
This page shows a list of all the recent 13F filings made by Vertex Planning Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vertex Planning Partners, LLC reported 130 stock holdings with total value $429,073,712 as of Q4 2025. Top holdings included SPYM, JQUA, USFR, AAPL, and SPY.

Notify me when Vertex Planning Partners, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value

List of Other Managers Reporting for Vertex Planning Partners, LLC:

Name Holdings Value Location File Number
Capital Group Companies, Inc. Los Angeles, CA 028-00218
STOCK YARDS BANK & TRUST CO $3,267,185,374 Louisville, KY 028-01374
BAHL & GAYNOR INC $19,754,343,700 Cincinnati, OH 028-02825
TRILLIUM ASSET MANAGEMENT, LLC $3,266,845,479 Boston, MA 028-03125
KAYNE ANDERSON CAPITAL ADVISORS LP $4,403,873,297 Los Angeles, CA 028-05066
NATIXIS ADVISORS, LLC $70,397,667,000 Boston, MA 028-05788
FEDERATED HERMES, INC. $59,855,075,501 Pittsburgh, PA 028-04375
TODD ASSET MANAGEMENT LLC $5,134,128,002 Louisville, KY 028-04171
LAZARD ASSET MANAGEMENT LLC $58,881,382,627 New York, NY 028-10469
Clearbridge Investments, LLC $124,899,232,438 New York, NY 028-11611
Nuveen Asset Management, LLC Chicago, IL 028-14498
Brentview Investment Management LLC $221,159,191 Northfield, IL 028-24612
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 130 $429,073,712 +$23,362,554 -$122,205,678 -$98,843,124 SPYM, JQUA, USFR, AAPL, SPY 13F-HR 17 Feb 2026, 14:14
Q3 2025 200 $521,401,407 +$31,811,286 -$19,979,070 +$11,832,216 SPLG, JQUA, USFR, AAPL, SPYG 13F-HR 18 Nov 2025, 09:25
Q2 2025 188 $479,012,597 +$29,709,342 -$38,317,790 -$8,608,448 SPLG, JQUA, USFR, AAPL, SPYG 13F-HR 13 Aug 2025, 16:04
Q1 2025 180 $458,144,655 +$43,093,870 -$28,376,043 +$14,717,827 SPLG, JQUA, USFR, AAPL, HELO 13F-HR 14 May 2025, 08:34
Q4 2024 181 $453,259,494 +$116,428,625 -$80,321,993 +$36,106,632 SPLG, JQUA, USFR, AAPL, HELO 13F-HR 12 Feb 2025, 09:33
Q3 2024 160 $418,305,962 +$25,311,478 -$10,381,789 +$14,929,689 JQUA, USFR, SPLG, IVV, SPY 13F-HR 07 Nov 2024, 15:48
Q2 2024 153 $385,377,170 +$38,804,469 -$24,063,014 +$14,741,455 JQUA, USFR, SPLG, IVV, SPY 13F-HR 13 Aug 2024, 15:07
Q1 2024 153 $361,490,564 +$28,081,406 -$23,063,303 +$5,018,103 JQUA, USFR, SPLG, IVV, SPY 13F-HR 13 May 2024, 16:34
Q4 2023 155 $337,567,528 +$76,087,557 -$50,340,292 +$25,747,265 USFR, JQUA, SPLG, IVV, SPY 13F-HR 14 Feb 2024, 12:44
Q3 2023 135 $290,523,184 +$21,748,204 -$14,548,329 +$7,199,875 USFR, JQUA, DTH, IVV, SPLG 13F-HR 14 Nov 2023, 16:20
Q2 2023 135 $293,592,447 +$67,657,493 -$47,120,839 +$20,536,654 USFR, JQUA, DTH, IVV, DTD 13F-HR 14 Aug 2023, 11:56
Q1 2023 120 $265,679,795 +$33,453,957 -$32,801,142 +$652,815 USFR, DTD, DEW, IVV, SPLG 13F-HR 16 May 2023, 16:06
Q4 2022 140 $256,379,017 $0 $0 $0 USFR, DTD, DEW, IVV, DTH 13F-HR 06 Feb 2023, 15:38