13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002015682
Total reported value
$57.5M
$57.5M
52 檔
38.2%
In Q1 2025, VanderPol Investments L.L.C.'s U.S. equity holdings reached a combined market value of $57.5M, distributed across 52 disclosed stock positions.
During Q1 2025, VanderPol Investments L.L.C.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.31% | -3.81% | -0.72% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 11.86% | +0.30% | +17.71% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 8.05% | +2.03% | +2.24% | |
| 4 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 5.56% | -0.26% | +12.44% | |
| 5 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 4.63% | -1.12% | EXIT | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.06% | +0.24% | +10.42% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.69% | — | +5.97% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.86% | -0.08% | +3.00% | |
| 9 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.66% | +0.89% | +14.08% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.57% | +0.12% | +4.52% | |
| 11 | BNDW | Vanguard Total World Bond Et | ETF-Other | 2.56% | — | -5.88% | |
| 12 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 2.24% | -0.56% | EXIT | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.79% | +0.13% | +12.93% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.63% | -0.31% | +97.85% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.54% | -0.09% | +0.20% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.43% | +0.03% | -4.88% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.12% | +0.22% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.12% | +0.20% | |
| 19 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 1.33% | +0.61% | +19.20% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.25% | +0.20% | +2.09% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.23% | -3.98% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.11% | -7.81% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.05% | -4.47% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.95% | — | — | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | — | -0.24% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.02% | +0.50% | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.84% | -0.02% | -2.17% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | -0.02% | -0.64% | |
| 29 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.76% | — | -7.38% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.67% | — | +1.63% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.17% | +0.26% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | +0.06% | +3.58% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | — | +0.53% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | — | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.64% | — | +3.98% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.06% | +0.90% | |
| 37 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.57% | +0.16% | +23.06% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.07% | +1.25% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.56% | -0.38% | EXIT | |
| 40 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.56% | — | -1.44% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.05% | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.02% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | — | -0.85% | |
| 44 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.52% | +0.21% | — | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | -0.02% | +5.06% | |
| 46 | DXIV | Dimensional Intr Vtor E ETF | ETF-Other | 0.52% | +0.19% | — | |
| 47 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.47% | — | +21.68% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.47% | — | — | |
| 49 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.46% | -0.06% | -16.87% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.44% | — | +5.20% |
According to official SEC Form 13F filings, VanderPol Investments L.L.C. reported a total U.S. public equity portfolio value of $57.5M across 52 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SCHX, SCHZ) accounted for 38.2% of total reported equity market value during Q1 2025.
During Q1 2025, VanderPol Investments L.L.C.'s top holdings by market value included SPY (16.3%)、SCHX (11.9%)、SCHZ (8.1%). The largest single position, SPY, represented 16.3% of total portfolio value.
In Q1 2025, VanderPol Investments L.L.C. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.