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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOO VANGUARD INDEX FDS 700.0 $480K 0.16% NEW $686.37 +2.0%
82 XLF SELECT SECTOR SPDR TR 8,580.0 $460K 0.15% NEW $53.61 +6.7%
83 AEM AGNICO EAGLE MINES LTD Basic Materials 2,579.0 $400K 0.14% NEW $155.13 +24.7%
84 TSLA TESLA INC Consumer Cyclical 941.0 $396K 0.13% NEW $420.60 -15.3%
85 SPY STATE STR SPDR S&P 500 ETF T Financial Services 519.0 $387K 0.13% NEW $746.26 +2.1%
86 XLI SELECT SECTOR SPDR TR 2,080.0 $385K 0.13% NEW $185.23 -6.7%
87 SMH VANECK ETF TRUST 503.0 $330K 0.11% NEW $655.89 -16.9%
88 NSC NORFOLK SOUTHN CORP Industrials 1,021.0 $321K 0.11% NEW $314.59 +5.8%
89 GNRC GENERAC HLDGS INC Industrials 1,050.0 $307K 0.10% NEW $292.81 -38.0%
90 ARM ARM HOLDINGS PLC Technology 823.0 $292K 0.10% NEW $354.57 -33.8%
91 EMXC ISHARES INC 2,845.0 $291K 0.10% NEW $102.30 -4.2%
92 MU MICRON TECHNOLOGY INC Technology 251.0 $290K 0.10% NEW $1154.29 -19.1%
93 SHOP SHOPIFY INC Technology 2,495.0 $285K 0.10% NEW $114.18 +22.5%
94 RSP INVESCO EXCHANGE TRADED FD T 1,273.0 $271K 0.09% NEW $212.77 +2.3%
95 BLK BLACKROCK INC Financial Services 269.0 $259K 0.09% NEW $961.56 +17.3%
96 XLC SELECT SECTOR SPDR TR 2,326.0 $249K 0.08% NEW $107.13 +3.5%
97 XBI SPDR SERIES TRUST 1,432.0 $227K 0.08% NEW $158.25 +3.3%
98 HCA HCA HEALTHCARE INC Healthcare 569.0 $222K 0.07% NEW $389.89 +6.1%
99 LHX L3HARRIS TECHNOLOGIES INC Industrials 748.0 $217K 0.07% NEW $290.59 -9.3%
100 BND VANGUARD BD INDEX FDS 2,923.0 $215K 0.07% NEW $73.42 -2.2%
Page 5 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%