13F Filings History of Vertrix Wealth Management, LLC
- Latest 13F filing
- Q2 2026 - 09 Jul 2026
- Latest reported 13F value
- $296,970,125
- Largest 13F holdings
-
BIV BSV VTIP SPYV FLOT AAPL SPYG JPM AXP WMT MSFT SRLN
+8 more
AMGN LIN NVDA MS AVGO BNY DUK LOW - Form 13F summary
-
- Vertrix Wealth Management, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Vertrix Wealth Management, LLC reported 103 equity holdings with a total reported market value of $296,970,125 for Q2 2026. Top reported holdings included BIV, BSV, VTIP, SPYV, and FLOT.
- Manager signature
- Michael Brian Wachsler - Chief Compliance Officer
- Manager location
- Troy, MI
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Vertrix Wealth Management, LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$296,970,125
Quarter delta
+$25,450,750
Accepted
09 Jul 2026, 15:23
Rows shown
1-2 of 2
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 103 | $296,970,125 | +$57,238,922 | -$47,757,639 | +$9,481,283 | BIV, BSV, VTIP, SPYV, FLOT | 13F-HR | 09 Jul 2026, 15:23 |
| Q1 2026 | 95 | $271,519,375 | $0 | $0 | $0 | BSV, VTIP, SPYV, BIV, BLV | 13F-HR | 24 Apr 2026, 14:01 |