MondegarAI
Vertex Planning Partners, LLC

Q2 2024 · 13F-HR

Vertex Planning Partners, LLCholdings as filed

Filed 2024-08-13 · accession 0001942341-24-000007

$385.4M
Reported value
153
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$37.6M9.76%710,261CommonNONE
97717Y527USFRWISDOMTREE TR$33.1M8.58%657,284CommonNONE
78464A854SPYMSPDR SER TR$31.9M8.29%499,187CommonNONE
464287200IVVISHARES TR$29.2M7.58%53,353CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$22.3M5.78%40,904CommonNONE
78464A409SPYGSPDR SER TR$18.2M4.72%227,066CommonNONE
037833100AAPLAPPLE INC$17.9M4.64%84,944CommonNONE
97717W802DTHWISDOMTREE TR$12.5M3.24%325,762CommonNONE
464287309IVWISHARES TR$10.0M2.60%108,196CommonNONE
78464A649SPABSPDR SER TR$9.7M2.51%386,118CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$9.1M2.37%40,356CommonNONE
47103U845JAAAJANUS DETROIT STR TR$8.5M2.22%167,948CommonNONE
46434V860TFLOISHARES TR$8.1M2.10%159,777CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$7.5M1.94%159,112CommonNONE
46654Q732JTEKJ P MORGAN EXCHANGE TRADED F$7.4M1.93%107,344CommonNONE
97717W109DTDWISDOMTREE TR$6.7M1.75%95,039CommonNONE
97717W844DNLWISDOMTREE TR$4.8M1.24%122,279CommonNONE
464287408IVEISHARES TR$4.6M1.18%25,030CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$4.2M1.09%131,873CommonNONE
46434G764EMXCISHARES INC$4.0M1.03%67,206CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$3.7M0.95%104,398CommonNONE
46432F339QUALISHARES TR$3.5M0.90%20,365CommonNONE
78464A383SPMBSPDR SER TR$3.0M0.78%138,732CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.6M0.68%51,519CommonNONE
78464A508SPYVSPDR SER TR$2.6M0.67%53,110CommonNONE
464287721IYWISHARES TR$2.2M0.56%14,406CommonNONE
464288885EFGISHARES TR$2.1M0.55%20,589CommonNONE
46090E103QQQINVESCO QQQ TR$2.1M0.54%4,314CommonNONE
46434V613IUSBISHARES TR$2.1M0.53%45,436CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$2.0M0.52%52,829CommonNONE
46138E743PXFINVESCO EXCH TRADED FD TR II$2.0M0.51%40,394CommonNONE
464287622IWBISHARES TR$1.9M0.49%6,325CommonNONE
594918104MSFTMICROSOFT CORP$1.8M0.46%3,954CommonNONE
00287Y109ABBVABBVIE INC$1.7M0.45%10,202CommonNONE
464287689IWVISHARES TR$1.7M0.44%5,540CommonNONE
78464A664SPTLSPDR SER TR$1.6M0.41%57,528CommonNONE
922908736VUGVANGUARD INDEX FDS$1.5M0.40%4,138CommonNONE
464287168DVYISHARES TR$1.4M0.36%11,477CommonNONE
78468R101SPTSSPDR SER TR$1.4M0.36%47,867CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.3M0.34%8,028CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$1.2M0.32%27,044CommonNONE
46434V803HEFAISHARES TR$1.2M0.32%34,357CommonNONE
46138E214IDHQINVESCO EXCH TRADED FD TR II$1.2M0.30%38,189CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.1M0.30%21,984CommonNONE
45409F843MMININDEXIQ ACTIVE ETF TR$1.1M0.29%46,736CommonNONE
023135106AMZNAMAZON COM INC$1.1M0.29%5,750CommonNONE
46434G103IEMGISHARES INC$1.1M0.28%19,910CommonNONE
886364801SPUSTIDAL ETF TR$1.0M0.27%25,369CommonNONE
464287150ITOTISHARES TR$968,2910.25%8,152CommonNONE
78464A672SPTISPDR SER TR$963,8180.25%34,398CommonNONE
464288588MBBISHARES TR$888,2100.23%9,674CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$885,0370.23%23,753CommonNONE
67066G104NVDANVIDIA CORPORATION$882,8200.23%7,146CommonNONE
464288877EFVISHARES TR$863,3760.22%16,278CommonNONE
055622104BPBP PLC$848,6390.22%23,508CommonNONE
464288414MUBISHARES TR$826,2950.21%7,755CommonNONE
464288158SUBISHARES TR$815,3850.21%7,799CommonNONE
949746101WMT2WELLS FARGO CO NEW$814,4740.21%13,714CommonNONE
464287804IJRISHARES TR$799,7970.21%7,499CommonNONE
478160104JNJJOHNSON & JOHNSON$752,1390.20%5,146CommonNONE
464286525ACWVISHARES INC$729,5400.19%6,972CommonNONE
78464A805SPTMSPDR SER TR$707,0460.18%10,656CommonNONE
134429109CPBCAMPBELL SOUP CO$670,2130.17%14,831CommonNONE
931142103WMTWALMART INC$658,6150.17%9,727CommonNONE
580135101MCDMCDONALDS CORP$655,3210.17%2,572CommonNONE
02079K305GOOGLALPHABET INC$653,3720.17%3,587CommonNONE
78468R721TFISPDR SER TR$629,2910.16%13,755CommonNONE
78463X855GIISPDR INDEX SHS FDS$624,9240.16%11,435CommonNONE
02079K107GOOGALPHABET INC$613,0100.16%3,342CommonNONE
742718109PGPROCTER AND GAMBLE CO$609,7090.16%3,697CommonNONE
713448108PEPPEPSICO INC$609,5800.16%3,696CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$587,9460.15%10,139CommonNONE
464287499IWRISHARES TR$575,6270.15%7,099CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$573,6420.15%4,707CommonNONE
69374H881COWZPACER FDS TR$563,8190.15%10,347CommonNONE
002824100ABTABBOTT LABS$553,9440.14%5,331CommonNONE
166764100CVXCHEVRON CORP NEW$540,2750.14%3,454CommonNONE
464287887IJTISHARES TR$539,5410.14%4,201CommonNONE
46429B697USMVISHARES TR$538,6030.14%6,415CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$536,4880.14%8,350CommonNONE
464287432TLTISHARES TR$536,4540.14%5,845CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$526,1440.14%619CommonNONE
78468R663BILSPDR SER TR$523,6050.14%5,705CommonNONE
149123101CATCATERPILLAR INC$518,3040.13%1,556CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$514,2940.13%3,529CommonNONE
72201R205STPZPIMCO ETF TR$485,6740.13%9,405CommonNONE
78463V107GLDSPDR GOLD TR$484,8480.13%2,255CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$481,6810.12%900CommonNONE
78468R853SPSMSPDR SER TR$467,6700.12%11,261CommonNONE
922908538VOTVANGUARD INDEX FDS$462,1040.12%2,013CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$460,9510.12%2,279CommonNONE
031162100AMGNAMGEN INC$452,8380.12%1,449CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$450,7160.12%2,469CommonNONE
532457108LLYELI LILLY & CO$449,9740.12%497CommonNONE
97717W505DONWISDOMTREE TR$440,3010.11%9,414CommonNONE
30303M102METAMETA PLATFORMS INC$434,1330.11%861CommonNONE
922908769VTIVANGUARD INDEX FDS$421,8630.11%1,577CommonNONE
37954Y483QYLDGLOBAL X FDS$409,2740.11%23,162CommonNONE
886364702SPSKTIDAL ETF TR$409,1870.11%23,131CommonNONE
72201R866MUNIPIMCO ETF TR$402,6840.10%7,735CommonNONE
922908512VOEVANGUARD INDEX FDS$402,4000.10%2,675CommonNONE
46435G219IGEBISHARES TR$400,5510.10%9,030CommonNONE
92204A207VDCVANGUARD WORLD FD$395,9090.10%1,950CommonNONE
78468R523BILSSPDR SER TR$390,8220.10%3,933CommonNONE
922908629VOVANGUARD INDEX FDS$377,6760.10%1,560CommonNONE
464287606IJKISHARES TR$376,4060.10%4,272CommonNONE
78470P309EMTLSSGA ACTIVE TR$364,9520.09%8,636CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$364,3320.09%819CommonNONE
78464A847SPMDSPDR SER TR$360,7340.09%7,032CommonNONE
46432F842IEFAISHARES TR$359,4070.09%4,948CommonNONE
92204A504VHTVANGUARD WORLD FD$356,1740.09%1,339CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$343,3330.09%9,158CommonNONE
46436E718SGOVISHARES TR$342,5150.09%3,401CommonNONE
464287465EFAISHARES TR$323,2400.08%4,127CommonNONE
92204A702VGTVANGUARD WORLD FD$314,3480.08%545CommonNONE
46435U713IFRAISHARES TR$314,2540.08%7,461CommonNONE
46429B663HDVISHARES TR$310,7730.08%2,859CommonNONE
30231G102XOMEXXON MOBIL CORP$310,2480.08%2,695CommonNONE
921910816MGKVANGUARD WORLD FD$307,9260.08%980CommonNONE
78464A763SDYSPDR SER TR$304,8500.08%2,397CommonNONE
548661107LOWLOWES COS INC$302,9120.08%1,374CommonNONE
464287788IYFISHARES TR$302,6240.08%3,200CommonNONE
437076102HDHOME DEPOT INC$300,5220.08%873CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$294,0910.08%2,149CommonNONE
464287614IWFISHARES TR$291,6080.08%800CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$287,4190.07%2,900CommonNONE
464287507IJHISHARES TR$285,0590.07%4,871CommonNONE
58155Q103MCKMCKESSON CORP$280,9230.07%481CommonNONE
97717W877DEWWISDOMTREE TR$280,9030.07%5,615CommonNONE
92189F643MOATVANECK ETF TRUST$277,6740.07%3,206CommonNONE
46429B747STIPISHARES TR$270,9110.07%2,723CommonNONE
278865100ECLECOLAB INC$266,3490.07%1,119CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$260,1830.07%6,309CommonNONE
092528108SHYMBLACKROCK ETF TRUST II$259,9750.07%11,483CommonNONE
65339F101NEENEXTERA ENERGY INC$253,2870.07%3,577CommonNONE
45409F827MMITINDEXIQ ACTIVE ETF TR$252,8500.07%10,457CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$231,0620.06%568CommonNONE
427866108HSYHERSHEY CO$229,3330.06%1,248CommonNONE
384802104GWWGRAINGER W W INC$229,1690.06%254CommonNONE
46435G425ESGUISHARES TR$228,8560.06%1,918CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$226,3490.06%5,935CommonNONE
464287812IYKISHARES TR$225,7860.06%3,434CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$224,6620.06%1,299CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$222,6120.06%1,877CommonNONE
882508104TXNTEXAS INSTRS INC$217,8740.06%1,120CommonNONE
191216100KOCOCA COLA CO$214,0450.06%3,363CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$213,0100.06%3,400CommonNONE
78464A359CWBSPDR SER TR$212,0060.06%2,942CommonNONE
464287655IWMISHARES TR$206,8210.05%1,019CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$206,4670.05%865CommonNONE
92204A603VISVANGUARD WORLD FD$203,4650.05%865CommonNONE
92189F676SMHVANECK ETF TRUST$203,1240.05%779CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$200,4400.05%3,374CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.