Vertrix Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 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
Q1 2026
95
271,519
BSV, VTIP, SPYV, BIV
13F-HR
4/24/2026
000211832826000001