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Manager record

Vertex Planning Partners, LLC

Downers Grove, IL · CIK 1942341 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$673.46MReported 13F valueQ2 2026 · as filed
159Holdings listed
+30.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $479.0M$479.0MQ2 2025188 holdingsQ3 2025: $521.4M$521.4MQ3 2025200 holdingsQ4 2025: $430.4M$430.4MQ4 2025130 holdingsQ1 2026: $514.9M$514.9MQ1 2026135 holdingsQ2 2026: $673.5M$673.5MQ2 2026159 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$673.46M · 159 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$514.88M · 135 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$430.39M · 130 holdings listed · View original SEC filing ↗
Nov 18 2025 13F-HR · period Q3 2025

$521.40M · 200 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$479.01M · 188 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology