Long-term investor
Vertex Planning Partners, LLC @vertexplanningpartnersll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001942341).
Record
- Tracked since 2025-06-30 (479 days), 155 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.0% · 1 year +1.0% · all +1.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 16.1% · long · since 2025-06-30
- 46641Q761 · 7.4% · long · since 2025-06-30
- 97717Y527 · 5.8% · long · since 2025-06-30
- 46434V860 · 5.7% · long · since 2025-06-30
- 09290C103 · 4.8% · long · since 2025-06-30
- 78462F103 · 4.2% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- 78464A409 · 3.4% · long · since 2025-06-30
- 46654Q732 · 3.0% · long · since 2025-06-30
- 09290C848 · 2.8% · long · since 2025-06-30
- 46434V803 · 2.1% · long · since 2025-06-30
- 46434V613 · 1.8% · long · since 2025-06-30