VP

Vernal Point Advisors, LLC

Concentrated strategyMomentum followerLong-term holder

Total reported value

$246.0M

Reporting period: 2026-03-31 · Number of holdings: 21

Vernal Point Advisors, LLC disclosed 21 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $246.0M and a quarterly turnover rate of 6.5%.

Personality snowflake

Concentration
100
Portfolio Stability
6.45
Momentum/Contrarian
100
Sector conviction
0
Diversification
42
Sizing Uniformity
76.56

Recent moves

  • Add IAU

    +53.4%　$4.6M

  • Add EMLP

    +14.5%　$3.1M

  • Trim VT

    +1.6%　-$411.8K

  • Add VGIT

    +14.1%　$1.6M

  • Trim VGSH

    -2.7%　-$864.6K

  • Trim VTI

    +1.2%　-$794.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTVanguard Tot World Stk ETFETF-Other51.34%-0.90%+1.65%
2VGSHVanguard Short-term TreasuryETF-Gov Bonds11.31%-0.51%-2.70%
3VTIVanguard Total Stock Mkt ETFETF-Other10.03%-0.47%+1.25%
4VGITVanguard Intermediate-term TETF-Other5.59%+0.59%+14.12%
5EMLPFirst Trust North American EETF-Other5.28%+1.22%+14.47%
6IAUIshares Gold TrustETF-Commodities4.65%+1.82%+53.38%
7VXUSVanguard Total Intl StockETF-Other3.54%+0.02%+0.05%
8SHVIshares 0-1 Year Treasury BoETF-Gov Bonds2.74%-0.13%-3.54%
9IEIIshares 3-7 Year Treasury BoETF-Gov Bonds1.01%-0.01%+1.23%
10AGGIshares Core U.s. AggregateETF-Other0.93%-0.24%-18.94%
11QQQInvesco Qqq Trust Series 1ETF-Tech0.71%-0.06%—
12VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.59%-0.01%—
13SCHXSchwab US Large-cap ETFETF-Other0.52%-0.03%—
14VNQVanguard Real Estate ETFETF-Other0.50%——
15SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.49%-0.03%—
16SPGMState Street Spdr PortfolioETF-Other0.20%——
17SCHFSchwab Intl Equity ETFETF-Other0.13%—+0.15%
18IJHIshares Core S&p Midcap ETFETF-Other0.12%——
19IDVIshares International SelectETF-Other0.12%+0.01%—
20IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.11%——
21IJRIshares Core S&p Small-cap EETF-Small Cap0.10%-0.05%-37.83%

Holding changes this quarter

Vernal Point Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Ishares 1-3 Year Treasury Bo (SHY); Sold out: Ishares Mbs ETF (MBB); Add: Ishares Gold Trust (IAU) — shares +53.38%; Add: First Trust North American E (EMLP) — shares +14.47%; Add: Vanguard Tot World Stk ETF (VT) — shares +1.65%.

Position changes disclosed by Vernal Point Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IAUIshares Gold Trust+1.8%+53.38%Add
2EMLPFirst Trust North American E+1.2%+14.47%Add
3VGITVanguard Intermediate-term T+0.6%+14.12%Add
4VXUSVanguard Total Intl Stock0%+0.05%Add
5IDVIshares International Select0%—Unchanged
6SCHFSchwab Intl Equity ETF—+0.15%Add
7IJHIshares Core S&p Midcap ETF——Unchanged
8SPGMState Street Spdr Portfolio——Unchanged
9VNQVanguard Real Estate ETF——Unchanged
10IVEIshares S&p 500 Value ETF——Unchanged
11IEIIshares 3-7 Year Treasury Bo0%+1.23%Add
12VWOVanguard Ftse Emerging Marke0%—Unchanged
13SCHXSchwab US Large-cap ETF0%—Unchanged
14SPYSs Spdr S&p 500 ETF Trust-us0%—Unchanged
15IJRIshares Core S&p Small-cap E-0.1%-37.83%Trim
16QQQInvesco Qqq Trust Series 1-0.1%—Unchanged
17SHVIshares 0-1 Year Treasury Bo-0.1%-3.54%Trim
18AGGIshares Core U.s. Aggregate-0.2%-18.94%Trim
19VTIVanguard Total Stock Mkt ETF-0.5%+1.25%Add
20VGSHVanguard Short-term Treasury-0.5%-2.70%Trim
21VTVanguard Tot World Stk ETF-0.9%+1.65%Add
22SHYIshares 1-3 Year Treasury Bo—EXITSold out
23MBBIshares Mbs ETF—EXITSold out

FAQ

What is Vernal Point Advisors, LLC and what type of investor is it?
Vernal Point Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $246.0M, spread across 21 disclosed positions.
What are Vernal Point Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Vernal Point Advisors, LLC's top holdings by market value are: 1. Vanguard Tot World Stk ETF (VT) — $126.3M (51.3%) 2. Vanguard Short-term Treasury (VGSH) — $27.8M (11.3%) 3. Vanguard Total Stock Mkt ETF (VTI) — $24.7M (10.0%) 4. Vanguard Intermediate-term T (VGIT) — $13.7M (5.6%) 5. First Trust North American E (EMLP) — $13.0M (5.3%)
What changes did Vernal Point Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Vernal Point Advisors, LLC made 14 notable position adjustments: 0 new positions were initiated, 8 existing holdings were added to, 4 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Ishares 1-3 Year Treasury Bo (SHY); Sold out: Ishares Mbs ETF (MBB); Add: Ishares Gold Trust (IAU) — shares +53.38%; Add: First Trust North American E (EMLP) — shares +14.47%; Add: Vanguard Tot World Stk ETF (VT) — shares +1.65%
What sectors does Vernal Point Advisors, LLC focus on?
Sector breakdown data is not yet available for Vernal Point Advisors, LLC. Check back after the next 13F processing cycle.