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Portfolio (Quarterly) Guide ↗

Vertrix Wealth Management, LLC

· CIK 0002118328
13F Portfolio $297M AUM 103 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 103 New
Page 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHW SCHWAB CHARLES CORP Financial Services 13,469.0 $1.2M 0.42% NEW $92.27 +17.3%
62 SHEL SHELL PLC Energy 14,768.0 $1.1M 0.39% NEW $77.54 +20.6%
63 RTX RTX CORPORATION Industrials 5,359.0 $1.0M 0.34% NEW $189.73 +8.1%
64 ACWI ISHARES TR 5,991.0 $940K 0.32% NEW $156.97 +1.6%
65 CENCORA INC 3,223.0 $912K 0.31% NEW $282.98
66 NFLX NETFLIX INC. Communication Services 12,582.0 $898K 0.30% NEW $71.40 +13.2%
67 IJH ISHARES TR 11,619.0 $896K 0.30% NEW $77.11 -3.3%
68 GEV GE VERNOVA INC Utilities 751.0 $882K 0.30% NEW $1174.87 -23.5%
69 LLY ELI LILLY & CO Healthcare 697.0 $836K 0.28% NEW $1199.46 -3.3%
70 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 841.0 $787K 0.27% NEW $935.47 +0.5%
71 ETN EATON CORP PLC Industrials 1,627.0 $693K 0.23% NEW $426.12 -8.3%
72 AOA ISHARES TR 6,719.0 $656K 0.22% NEW $97.60 +0.6%
73 AZN ASTRAZENECA PLC Healthcare 3,334.0 $632K 0.21% NEW $189.62 -14.3%
74 CME CME GROUP INC Financial Services 2,787.0 $615K 0.21% NEW $220.83 +29.7%
75 HOOD ROBINHOOD MKTS INC Financial Services 5,997.0 $601K 0.20% NEW $100.28 +3.2%
76 CCJ CAMECO CORP Energy 5,564.0 $567K 0.19% NEW $101.86 -5.5%
77 BAC BANK OF AMER CORP Financial Services 9,099.0 $518K 0.17% NEW $56.98 +8.8%
78 GLW CORNING INC Technology 2,020.0 $516K 0.17% NEW $255.43 -43.0%
79 QQQ INVESCO QQQ TR Financial Services 698.0 $514K 0.17% NEW $735.89 -3.8%
80 AOR ISHARES TR 7,269.0 $505K 0.17% NEW $69.50 -0.2%
Page 4 of 6  ·  103 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.8%
Financial Services 16.1%
Healthcare 12.1%
Consumer Cyclical 11.0%
Industrials 9.8%
Consumer Defensive 8.0%
Communication Services 3.8%
Utilities 3.3%
Basic Materials 3.2%
Energy 3.2%