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NICOLE GOFF

Vertex Planning Partners, Llc

Assets Managed
$514.877M
Holdings
135
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
19.64%(2Q avg: 1.09%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Vertex Planning Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Vertex Planning Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 514.877M in assets, with a quarterly growth rate of 19.64% and a 2-quarter average growth rate of 1.09%. The portfolio is managed by NICOLE GOFF, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 7.63%
14.13%
$72.73M
950,227 shares@ $76.54 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 215.26%
10.22%
$52.595M
1.039M shares@ $50.64 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 72.58%
8.75%
$45.009M
894,095 shares@ $50.34 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 2.97%
7.4%
$38.091M
621,176 shares@ $61.33 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.06%
4.33%
$22.251M
87,675 shares@ $253.8 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 88.85%
4.31%
$22.165M
380,971 shares@ $58.18 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 3.49%
3.14%
$16.149M
164,942 shares@ $97.91 avg price
BIDD
Blackrock Intl Dividend Etf
Recent Activity
Increased 3.22%
2.96%
$15.21M
535,009 shares@ $28.44 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -20.71%
2.63%
$13.535M
20,813 shares@ $650.33 avg price
JTEK
Jpmorgan Us Tech Leaders
Recent Activity
Increased 4.03%
2.43%
$12.504M
157,205 shares@ $79.55 avg price

1-10 of 135