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CIK: 0001820363
Total reported value
$296.2M
$296.2M
22 檔
63.7%
As reported in its official Q3 2025 Form 13F filing, Vernal Point Advisors, LLC's tracked investment portfolio stood at $296.2M with 22 total positions.
In Q3 2025, Vernal Point Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 48.16% | -0.75% | +59.12% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 13.82% | +3.36% | -17.89% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.33% | -0.25% | +119.73% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.31% | -0.16% | -0.81% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.78% | -0.16% | -3.13% | |
| 6 | EMLP | First Trust North American E | ETF-Other | 3.71% | -0.05% | +0.71% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.22% | -0.22% | +130.28% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.14% | +0.75% | +12.90% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.66% | -1.34% | — | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.13% | — | — | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.07% | -1.01% | EXIT | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.05% | — | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.57% | -0.03% | — | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.54% | -0.05% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.02% | — | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 0.40% | — | -7.11% | |
| 17 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.21% | -0.01% | — | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.16% | — | — | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.13% | -0.01% | — | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.12% | -0.01% | — | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | — | |
| 22 | IDV | Ishares International Select | ETF-Other | 0.11% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +12% | +59.12% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +4.2% | +119.73% | Add |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | +2.9% | +12.90% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +1.4% | +130.28% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | 0% | — | Unchanged |
| 6 | SPGM | State Street Spdr Portfolio | -0.1% | — | Unchanged |
| 7 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | — | Unchanged |
| 8 | SCHX | Schwab US Large-cap ETF | -0.2% | — | Unchanged |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | — | Unchanged |
| 10 | MBB | Ishares Mbs ETF | -0.3% | -7.11% | Trim |
| 11 | VNQ | Vanguard Real Estate ETF | -0.3% | — | Unchanged |
| 12 | EMLP | First Trust North American E | -0.5% | +0.71% | Add |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | -0.5% | — | Add |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | -0.6% | — | Unchanged |
| 15 | VGIT | Vanguard Intermediate-term T | -1.9% | -0.81% | Add |
| 16 | AGG | Ishares Core U.s. Aggregate | -2.8% | -3.13% | Trim |
| 17 | VGSH | Vanguard Short-term Treasury | -12.6% | -17.89% | Trim |
| 18 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 19 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 20 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 21 | XBI | Ss Spdr S&p Biotech ETF | — | EXIT | Sold out |
| 22 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 23 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 24 | IDV | Ishares International Select | — | NEW | New buy |
According to official SEC Form 13F filings, Vernal Point Advisors, LLC reported a total U.S. public equity portfolio value of $296.2M across 22 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VT, VGSH, VTI) accounted for 63.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
IAU
市值: $6.2M
Top Position Liquidated / Trimmed
VOO
前期市值: $4.9M
During Q3 2025, Vernal Point Advisors, LLC's top holdings by market value included VT (48.2%)、VGSH (13.8%)、VTI (10.3%). The largest single position, VT, represented 48.2% of total portfolio value.
In Q3 2025, Vernal Point Advisors, LLC made 17 total portfolio adjustments, initiating 5 new buys, adding to 7 positions, trimming 3 holdings, and fully liquidating 2 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.
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