Vernal Point Advisors

Latest statistics and disclosures from Vernal Point Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VT, VGSH, VTI, VGIT, EMLP, and represent 83.62% of Vernal Point Advisors's stock portfolio.
  • Added to shares of these 5 stocks: VT (+$12M), VWO, EMLP, VTI, VXUS.
  • Started 1 new stock position in VWO.
  • Reduced shares in these 5 stocks: AGG (-$5.9M), VGSH, MBB, SHV, VGIT.
  • Vernal Point Advisors was a net buyer of stock by $6.7M.
  • Vernal Point Advisors has $243M in assets under management (AUM), dropping by 4.58%.
  • Central Index Key (CIK): 0001820363

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Portfolio Holdings for Vernal Point Advisors

Vernal Point Advisors holds 23 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 52.2 $127M +10% 898k 141.06
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 11.8 $29M -10% 488k 58.73
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Vanguard Index Fds Total Stk Mkt (VTI) 10.5 $26M +4% 76k 335.27
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.0 $12M 202k 59.93
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First Tr Exchange-traded No Amer Energy (EMLP) 4.1 $9.8M +15% 260k 37.87
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.5 $8.5M +11% 113k 75.44
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Ishares Tr Trust Ishare 0-1 (SHV) 2.9 $7.0M -4% 63k 110.15
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Ishares Gold Tr Ishares New (IAU) 2.8 $6.9M 85k 81.17
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Ishares Tr Core Us Aggbd Et (AGG) 1.2 $2.8M -67% 28k 99.88
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $2.6M 32k 82.82
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Ishares Tr 3 7 Yr Treas Bd (IEI) 1.0 $2.5M 21k 119.35
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.9M 3.0k 614.31
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.5M NEW 27k 53.76
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.3M 50k 26.91
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.3M 1.8k 683.91
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Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.2M 14k 88.49
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Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $494k 6.4k 76.71
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $369k 3.1k 120.18
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $303k 13k 24.04
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Ishares Tr Mbs Etf (MBB) 0.1 $302k -67% 3.2k 95.22
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $285k 4.3k 66.00
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $270k 6.8k 39.45
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $265k 1.3k 212.07
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Past Filings by Vernal Point Advisors

SEC 13F filings are viewable for Vernal Point Advisors going back to 2023