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CIK: 0001820363
Total reported value
$296.2M
$296.2M
21 檔
69.4%
During the Q1 2026 filing period, Vernal Point Advisors, LLC (CIK: 0001820363) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $296.2M across 21 reported positions.
During Q1 2026, Vernal Point Advisors, LLC performed routine portfolio adjustments (0 new buys, 8 additions, 4 trims, and 2 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 | 51.34% | -0.75% | +1.65% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 11.31% | +3.36% | -2.70% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.03% | -0.25% | +1.25% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.59% | -0.16% | +14.12% | |
| 5 | EMLP | First Trust North American E | ETF-Other | 5.28% | -0.05% | +14.47% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 4.65% | -1.34% | +53.38% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.54% | -0.22% | +0.05% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.74% | +0.75% | -3.54% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.01% | -1.01% | EXIT | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.93% | -0.16% | -18.94% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.05% | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.59% | -0.05% | — | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.52% | -0.03% | — | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.05% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.02% | — | |
| 16 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.20% | -0.01% | — | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.13% | -0.01% | +0.15% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.12% | -0.01% | — | |
| 19 | IDV | Ishares International Select | ETF-Other | 0.12% | -0.02% | — | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | — | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.10% | — | -37.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +1.8% | +53.38% | Add |
| 2 | EMLP | First Trust North American E | +1.2% | +14.47% | Add |
| 3 | VGIT | Vanguard Intermediate-term T | +0.6% | +14.12% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | 0% | +0.05% | Add |
| 5 | IDV | Ishares International Select | 0% | — | Unchanged |
| 6 | SCHF | Schwab Intl Equity ETF | — | +0.15% | Add |
| 7 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 8 | SPGM | State Street Spdr Portfolio | — | — | Unchanged |
| 9 | VNQ | Vanguard Real Estate ETF | — | — | Unchanged |
| 10 | IVE | Ishares S&p 500 Value ETF | — | — | Unchanged |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +1.23% | Add |
| 12 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 13 | SCHX | Schwab US Large-cap ETF | 0% | — | Unchanged |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 15 | IJR | Ishares Core S&p Small-cap E | -0.1% | -37.83% | Trim |
| 16 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | — | Unchanged |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -3.54% | Trim |
| 18 | AGG | Ishares Core U.s. Aggregate | -0.2% | -18.94% | Trim |
| 19 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | +1.25% | Add |
| 20 | VGSH | Vanguard Short-term Treasury | -0.5% | -2.70% | Trim |
| 21 | VT | Vanguard Tot World Stk ETF | -0.9% | +1.65% | Add |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | — | EXIT | Sold out |
| 23 | MBB | Ishares Mbs ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Vernal Point Advisors, LLC reported a total U.S. public equity portfolio value of $296.2M across 21 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VT, VGSH, VTI) accounted for 69.4% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
SHY
前期市值: $2.6M
During Q1 2026, Vernal Point Advisors, LLC's top holdings by market value included VT (51.3%)、VGSH (11.3%)、VTI (10.0%). The largest single position, VT, represented 51.3% of total portfolio value.
In Q1 2026, Vernal Point Advisors, LLC made 14 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 4 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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