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Michael Brian Wachsler

Vertrix Wealth Management, Llc

Assets Managed
$296.97M
Holdings
103
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
9.38%(2Q avg: 4.69%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Vertrix Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Vertrix Wealth Management, 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 - Q2, they manage 296.97M in assets, with a quarterly growth rate of 9.38% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by Michael Brian Wachsler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 34.27%
5.06%
$15.019M
195,820 shares@ $76.7 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 6.44%
5.01%
$14.869M
190,848 shares@ $77.92 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 5.15%
4.44%
$13.17M
262,186 shares@ $50.24 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -6.84%
4.09%
$12.145M
199,787 shares@ $60.8 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
New Position
4.01%
$11.888M
232,862 shares@ $51.05 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.24%
3.04%
$9.002M
31,112 shares@ $289.36 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -7.16%
2.97%
$8.818M
74,107 shares@ $118.99 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.47%
2.33%
$6.901M
21,084 shares@ $327.33 avg price
AXP
American Express Co
Recent Activity
Increased 9.98%
2.07%
$6.122M
18,098 shares@ $338.26 avg price
WMT
Walmart Inc
Recent Activity
Increased 1.68%
2.03%
$6.024M
53,184 shares@ $113.27 avg price

1-10 of 103