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Vertrix Wealth Management, LLC
Core
Concentrated trader
CIK: 0002118328 | TROY, MI
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
99
$291.6M
2026-10-13
SEC ↗
Q2 2026
13F-HR
103
$297.0M
2026-07-09
SEC ↗
Q1 2026
13F-HR
95
$271.5M
2026-04-24
SEC ↗