Q4 2025 · 13F-HR
Vertex Planning Partners, LLCholdings as filed
Filed 2026-02-17 · accession 0001942341-26-000001
$0
Reported value
0
Positions
2025-12-31
Period end
The Brief · Vertex Planning Partners, LLC · Q4 2025
AI · grounded in 13F
Vertex Planning Partners, LLC closed its position in SPYM, reducing exposure by $68.5M. The fund also exited positions in JQUA and USFR, totaling reductions of $40.6M and $27.1M respectively. In total, the fund reduced 200 positions, including full exits from AAPL and SPYG.
Holdings as filed
No holdings rows on file.
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.