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, AGG, and represent 81.41% of Vernal Point Advisors's stock portfolio.
  • Added to shares of these 9 stocks: VT (+$42M), VTI (+$13M), VXUS, SHV, IJR, IJH, IVE, IDV, EMLP.
  • Started 4 new stock positions in IDV, IJR, IJH, IVE.
  • Reduced shares in these 5 stocks: VGSH (-$7.0M), , AGG, VGIT, MBB.
  • Sold out of its position in XBI.
  • Vernal Point Advisors was a net buyer of stock by $53M.
  • Vernal Point Advisors has $232M in assets under management (AUM), dropping by 35.27%.
  • Central Index Key (CIK): 0001820363

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Portfolio Holdings for Vernal Point Advisors

Vernal Point Advisors holds 22 positions in its portfolio as reported in the September 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) 48.2 $112M +59% 810k 137.80
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 13.8 $32M -17% 545k 58.85
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Vanguard Index Fds Total Stk Mkt (VTI) 10.3 $24M +119% 73k 329.08
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.3 $12M 205k 60.03
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Ishares Tr Core Us Aggbd Et (AGG) 3.8 $8.8M -3% 87k 100.25
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First Tr Exchange-traded No Amer Energy (EMLP) 3.7 $8.6M 225k 38.29
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.2 $7.5M +130% 102k 73.46
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Ishares Tr Short Treas Bd (SHV) 3.1 $7.3M +12% 66k 110.49
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Ishares Gold Tr Ishares New (IAU) 2.7 $6.2M 85k 72.77
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $2.6M 32k 82.96
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Ishares Tr 3 7 Yr Treas Bd (IEI) 1.1 $2.5M 21k 119.51
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.8M 3.0k 601.06
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.3M 50k 26.34
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Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.3M 14k 91.42
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.2M 1.8k 668.01
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Ishares Tr Mbs Etf (MBB) 0.4 $932k -7% 9.8k 95.15
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Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $482k 6.4k 74.90
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $364k NEW 3.1k 118.83
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $294k 13k 23.28
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $282k NEW 4.3k 65.26
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $258k NEW 1.3k 206.51
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $250k NEW 6.8k 36.55
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Past Filings by Vernal Point Advisors

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