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Manager record

Vertrix Wealth Management, LLC

Troy, MI · CIK 2118328 · 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.

$291.64MReported 13F valueQ3 2026 · as filed
99Holdings listed
-1.8%vs prior quartervalue change includes market moves
3Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q1 2026 to Q3 2026Q1 2026: $271.5M$271.5MQ1 202695 holdingsQ2 2026: $297.0M$297.0MQ2 2026103 holdingsQ3 2026: $291.6M$291.6MQ3 202699 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
Oct 13 2026 13F-HR · period Q3 2026

$291.64M · 99 holdings listed · View original SEC filing ↗
Jul 09 2026 13F-HR · period Q2 2026

$296.97M · 103 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$271.52M · 95 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: Q3 2026 · latest filing Oct 13, 2026 · Change methodology