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 85.70% of Vernal Point Advisors's stock portfolio.
  • Added to shares of these 7 stocks: VGSH (+$16M), VT (+$6.6M), SHV, EMLP, VGIT, VTI, VXUS.
  • Reduced shares in these 1 stock: IEI.
  • Sold out of its position in IEI.
  • Vernal Point Advisors was a net buyer of stock by $29M.
  • Vernal Point Advisors has $296M in assets under management (AUM), dropping by 20.42%.
  • Central Index Key (CIK): 0001820363

Tip: Access up to 7 years of quarterly data

Positions held by Vernal Point Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Vernal Point Advisors

Vernal Point Advisors holds 20 positions in its portfolio as reported in the June 2026 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) 50.6 $150M +4% 955k 156.95
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 14.7 $43M +57% 747k 58.20
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 9.8 $29M 78k 370.04
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.4 $16M +18% 273k 58.98
 View chart
First Tr Exchange-traded No Amer Energy (EMLP) 5.2 $16M +19% 356k 43.50
 View chart
Ishares Tr Trust Ishare 0-1 (SHV) 3.5 $10M +53% 94k 110.35
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.3 $9.8M 115k 85.49
 View chart
Ishares Gold Tr Ishares New (IAU) 3.3 $9.8M 130k 75.51
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $2.3M 23k 98.98
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $2.2M 3.0k 737.21
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.6M 27k 59.69
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.5M 50k 29.43
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.4M 1.8k 748.67
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.3M 14k 96.43
 View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM) 0.2 $551k 6.4k 85.67
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $350k 13k 27.70
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $333k 4.3k 77.11
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $284k 1.3k 227.06
 View chart
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $284k 6.8k 41.43
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $283k 1.9k 148.31
 View chart

Past Filings by Vernal Point Advisors

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