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 83.55% of Vernal Point Advisors's stock portfolio.
  • Added to shares of these 8 stocks: IAU, VT, VGIT, EMLP, VTI, IEI, VXUS, SCHF.
  • Reduced shares in these 6 stocks: SHY, VGSH, AGG, MBB, SHV, IJR.
  • Sold out of its positions in SHY, MBB.
  • Vernal Point Advisors was a net buyer of stock by $5.1M.
  • Vernal Point Advisors has $246M in assets under management (AUM), dropping by 1.42%.
  • Central Index Key (CIK): 0001820363

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Portfolio Holdings for Vernal Point Advisors

Vernal Point Advisors holds 21 positions in its portfolio as reported in the March 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) 51.3 $126M 913k 138.32
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 11.3 $28M -2% 475k 58.54
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Vanguard Index Fds Total Stk Mkt (VTI) 10.0 $25M 77k 320.81
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.6 $14M +14% 231k 59.55
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First Tr Exchange-traded No Amer Energy (EMLP) 5.3 $13M +14% 298k 43.66
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Ishares Gold Tr Ishares New (IAU) 4.7 $11M +53% 130k 88.16
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.5 $8.7M 113k 77.11
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Ishares Tr Trust Ishare 0-1 (SHV) 2.7 $6.7M -3% 61k 110.39
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Ishares Tr 3 7 Yr Treas Bd (IEI) 1.0 $2.5M 21k 118.60
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Ishares Tr Core Us Aggbd Et (AGG) 0.9 $2.3M -18% 23k 99.27
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.8M 3.0k 577.18
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.5M 27k 54.05
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.3M 50k 25.64
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Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.2M 14k 88.70
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.2M 1.8k 652.14
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Spdr Index Shs Fds State Street Spd (SPGM) 0.2 $487k 6.4k 75.71
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $313k 13k 24.75
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $292k 4.3k 67.53
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $291k 6.8k 42.56
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $264k 1.3k 211.15
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $237k -37% 1.9k 124.31
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Past Filings by Vernal Point Advisors

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