Vertrix Wealth Management, LLC

Q2 2026 13F Holdings

Location
Troy, MI
Holdings as of
6/30/2026
Value ($000)
$296,970
Num holdings
103
Date filed
7/9/2026
Form type
13F-HR
Prev filing
4/24/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type