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CIK: 0001820363
Total reported value
$296.2M
$296.2M
23 檔
68.5%
At the close of Q4 2025, Vernal Point Advisors, LLC disclosed equity holdings valued at approximately $296.2M, spread across 23 reported holdings.
During Q4 2025, Vernal Point Advisors, LLC performed routine portfolio adjustments (1 new buys, 4 additions, 5 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 52.24% | -0.75% | +10.82% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 11.82% | +3.36% | -10.35% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.50% | -0.25% | +4.27% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.00% | -0.16% | -1.42% | |
| 5 | EMLP | First Trust North American E | ETF-Other | 4.06% | -0.05% | +15.77% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.52% | -0.22% | +11.02% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.87% | +0.75% | -4.01% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 2.83% | -1.34% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.17% | -0.16% | -67.54% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.08% | — | — | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.02% | -1.01% | EXIT | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.05% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.05% | — | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.55% | -0.03% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.02% | — | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.05% | — | |
| 17 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.20% | -0.01% | — | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.15% | — | — | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.13% | -0.01% | — | |
| 20 | MBB | Ishares Mbs ETF | ETF-Other | 0.12% | — | -67.65% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.12% | -0.01% | — | |
| 22 | IDV | Ishares International Select | ETF-Other | 0.11% | -0.02% | — | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +4.1% | +10.82% | Add |
| 2 | EMLP | First Trust North American E | +0.4% | +15.77% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +0.3% | +11.02% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +4.27% | Add |
| 5 | IAU | Ishares Gold Trust | +0.2% | — | Unchanged |
| 6 | IDV | Ishares International Select | — | — | Unchanged |
| 7 | SCHF | Schwab Intl Equity ETF | — | — | Unchanged |
| 8 | IVE | Ishares S&p 500 Value ETF | — | — | Unchanged |
| 9 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 11 | SPGM | State Street Spdr Portfolio | 0% | — | Unchanged |
| 12 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 13 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 14 | SCHX | Schwab US Large-cap ETF | 0% | — | Unchanged |
| 15 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | — | Unchanged |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | — | Unchanged |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | -0.3% | -4.01% | Trim |
| 19 | MBB | Ishares Mbs ETF | -0.3% | -67.65% | Trim |
| 20 | VGIT | Vanguard Intermediate-term T | -0.3% | -1.42% | Trim |
| 21 | VGSH | Vanguard Short-term Treasury | -2% | -10.35% | Trim |
| 22 | AGG | Ishares Core U.s. Aggregate | -2.6% | -67.54% | Trim |
| 23 | VWO | Vanguard Ftse Emerging Marke | — | 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 23 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VT, VGSH, VTI) accounted for 68.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VWO
市值: $1.5M
Top Position Liquidated / Trimmed
VGSH
前期市值: $32.0M
During Q4 2025, Vernal Point Advisors, LLC's top holdings by market value included VT (52.2%)、VGSH (11.8%)、VTI (10.5%). The largest single position, VT, represented 52.2% of total portfolio value.
In Q4 2025, Vernal Point Advisors, LLC made 10 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 5 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.
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