VERTEX PLANNING PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 88K | $22.25M |
 | BMO | 32K | $4.33M |
 | BP | 17K | $785.56K |
 | ABBV | 14K | $3.08M |
 | ABT | 12K | $1.23M |
 | T | 11K | $305.79K |
 | VZ | 10K | $497.03K |
 | MAIN | 9K | $454.56K |
 | CME | 7K | $2.01M |
 | PSN | 6K | $305.25K |
 | NVDA | 4K | $724.66K |
 | MO | 4K | $240.90K |
 | NEE | 3K | $313.75K |
 | JPM | 3K | $913.07K |
 | CSCO | 3K | $237.19K |
 | BX | 3K | $339.91K |
 | GOOGL | 3K | $807.47K |
 | XOM | 3K | $441.45K |
 | GOOG | 3K | $746.19K |
 | ACN | 2K | $458.31K |
Apple Inc.
AAPL
Shares Held
88K
Value
$22.25M
Bank of Montreal
BMO
Shares Held
32K
Value
$4.33M
BP p.l.c.
BP
Shares Held
17K
Value
$785.56K
AbbVie Inc.
ABBV
Shares Held
14K
Value
$3.08M
Abbott Laboratories
ABT
Shares Held
12K
Value
$1.23M
AT&T Inc.
T
Shares Held
11K
Value
$305.79K
Verizon Communications Inc.
VZ
Shares Held
10K
Value
$497.03K
Main Street Capital Corporation
MAIN
Shares Held
9K
Value
$454.56K
CME Group Inc.
CME
Shares Held
7K
Value
$2.01M
Parsons Corporation
PSN
Shares Held
6K
Value
$305.25K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$724.66K
Altria Group, Inc.
MO
Shares Held
4K
Value
$240.90K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$313.75K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$913.07K
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$237.19K
Blackstone Inc.
BX
Shares Held
3K
Value
$339.91K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$807.47K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$441.45K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$746.19K
Accenture plc
ACN
Shares Held
2K
Value
$458.31K