Vertrix Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2026
Location
Troy, MI
CIK
0002118328
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2026 99 291,639 BSV, BIV, VTIP, FLOT 13F-HR 10/13/2026 000108514626000889
Q2 2026 103 296,970 BIV, BSV, VTIP, SPYV 13F-HR 7/9/2026 000211832826000002
Q1 2026 95 271,519 BSV, VTIP, SPYV, BIV 13F-HR 4/24/2026 000211832826000001