Long-term investor
Vertrix Wealth Management, LLC @vertrixwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002118328).
Record
- Tracked since 2026-03-31 (175 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all 0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921937819 · 5.1% · long · since 2026-03-31
- 921937827 · 5.0% · long · since 2026-03-31
- 922020805 · 4.4% · long · since 2026-03-31
- 78464A508 · 4.1% · long · since 2026-03-31
- 46429B655 · 4.0% · long · since 2026-06-30
- AAPL · 3.0% · long · since 2026-03-31
- 78464A409 · 3.0% · long · since 2026-03-31
- JPM · 2.3% · long · since 2026-03-31
- AXP · 2.1% · long · since 2026-03-31
- WMT · 2.0% · long · since 2026-03-31
- MSFT · 2.0% · long · since 2026-03-31
- 78467V608 · 2.0% · long · since 2026-06-30