Vertrix Wealth Management, LLC
Vertrix Wealth Management, LLC reported 103 positions worth $297.0M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: BIV (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BIV | SH | $15.0M | 5.06% | 195,820 | — | — | |
| ▸ 2 | BSV | SH | $14.9M | 5.01% | 190,848 | — | — | |
| ▸ 3 | VTIP | SH | $13.2M | 4.43% | 262,186 | — | — | |
| ▸ 4 | SPYV | SH | $12.1M | 4.09% | 199,787 | — | — | |
| ▸ 5 | FLOT | SH | $11.9M | 4.00% | 232,862 | — | — | |
| ▸ 6 | AAPL | SH | $9.0M | 3.03% | 31,112 | — | — | |
| ▸ 7 | SPYG | SH | $8.8M | 2.97% | 74,107 | — | — | |
| ▸ 8 | JPM | SH | $6.9M | 2.32% | 21,084 | — | — | |
| ▸ 9 | AXP | SH | $6.1M | 2.06% | 18,098 | — | — | |
| ▸ 10 | WMT | SH | $6.0M | 2.03% | 53,184 | — | — |
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Frequently Asked Questions
What stocks does Vertrix Wealth Management, LLC hold as of Q2 2026?
Vertrix Wealth Management, LLC reported 103 positions worth $297.0M in its Q2 2026 13F filing. Largest positions: BIV (5.1%), BSV (5.0%), VTIP (4.4%), SPYV (4.1%) and FLOT (4.0%).
What did Vertrix Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Vertrix Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.