StockDriftsStockDriftsTop 50 Vertex Planning Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 14.13% | 950.2K | $72.7M | +7.62%(+67.29K) | $60.01(+44.96%) | 2026-03-31 | |
| TFLO | ISHARES TR | 10.22% | 1.04M | $52.6M | +215.25%(+709.30K) | $50.55(+0.02%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 8.74% | 894.1K | $45.0M | +72.58%(+376.01K) | $50.30(+0.25%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 7.4% | 621.2K | $38.1M | +2.97%(+17.91K) | $43.96(+54.86%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.32% | 87.7K | $22.3M | -0.06%(-55) | $166.73(+80.06%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.3% | 381.0K | $22.2M | +88.85%(+179.24K) | $51.84(+27.85%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.14% | 164.9K | $16.1M | +3.48%(+5.55K) | $64.96(+82.22%) | 2026-03-31 | |
| BIDD | BLACKROCK ETF TRUST | 2.95% | 535.0K | $15.2M | +3.21%(+16.66K) | $25.08(+23.14%) | 2026-03-31 | |
| SPY | STATE STR SPDR SP 500 ETF T | 2.63% | 20.8K | $13.5M | -20.71%(-5.44K) | $470.75(+57.02%) | 2026-03-31 | |
| JTEK | J P MORGAN EXCHANGE TRADED F | 2.43% | 157.2K | $12.5M | +4.03%(+6.09K) | $72.34(+41.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.09% | +33.43% |
| Top 20 Holdings Unweighted | +9.58% | +31.59% |
Sign up free to track Vertex Planning Partners Llc, compare funds side by side, and get alerts the moment positions change.