VanderPol Investments L.L.C.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), VanderPol Investments L.L.C. reported 55 stock positions worth $51.5 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 15.0% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 10.8%) and Schwab U.S. Tips ETF (SCHP, 7.1%). Compared with Q2 2025, it opened 7 new positions, sold out of 7, added to 32 and reduced 16. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +21%) and the biggest sale Schwab Municipal Bond ETF (SCMB, shares −70%).
- Most Recent 13F
- Q4 2025
- Location
- CALEDONIA, MI
- CIK
- 0002015682
- Portfolio Value
- $51.5M (Q3 2025)
- SEC Filing
- 0002015682-25-000006 ↗ filed Oct 27, 2025
Holdings Value
Holdings 55 stocks · $51.5M
| SCHX Schwab US Large-Cap ETF | 14.97% | 287,474 | $7.7M | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 10.79% | 8,200 | $5.6M | Add +20.6% |
| SCHP Schwab U.S. Tips ETF | 7.06% | 134,286 | $3.6M | Add +6.3% |
| SCHZ Schwab US Aggregate Bond ETF | 6.01% | 130,804 | $3.1M | Add +16.5% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.78% | 70,005 | $2.5M | Reduce -6.8% |
| IDEV iShares Core MSCI Dev MKTS | 4.28% | 27,105 | $2.2M | Add +6.0% |
| SPHY SS SPDR P High Yield ETF | 3.36% | 72,504 | $1.7M | Add +23.8% |
| IEMG iShares Core MSCI Emerging | 3.27% | 24,778 | $1.7M | Add +14.3% |
| STIP iShares 0-5 Year Tips Bond E | 2.96% | 14,713 | $1.5M | Add +9.7% |
| IBND SS SPDR BB Intl Corp. BD ETF | 2.78% | 44,550 | $1.4M | Add +14.6% |
| BWX SS SPDR BB Intl Treasury BD | 2.33% | 52,521 | $1.2M | Reduce -2.4% |
| NVDA Nvidia Corp. | 2.19% | 6,049 | $1.1M | Add +7.0% |
| DXUV Dimensional US Vtor Eqty ETF | 1.93% | 16,778 | $993K | Add +5.3% |
| MSFT Microsoft Corp. | 1.92% | 1,892 | $991K | Add +8.4% |
| AAPL Apple Inc. | 1.84% | 3,601 | $946K | Add +20.4% |
| SYK Stryker Corp. | 1.52% | 2,056 | $785K | Add +4.3% |
| AVGO Broadcom Inc. | 1.41% | 2,055 | $728K | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 1.40% | 976 | $721K | Add +2.6% |
| SCMB Schwab Municipal Bond ETF | 1.26% | 24,975 | $647K | Reduce -70.2% |
| SCHO Schwab Short-Term US Treas | 1.24% | 26,092 | $638K | Add +7.9% |
| AMZN Amazon.com Inc. | 1.22% | 2,809 | $630K | Add +6.1% |
| DFAU Dimensional US Core Equity M | 1.18% | 13,060 | $607K | Reduce -10.0% |
| DFAC Dimensional US Core Equity 2 | 1.17% | 15,423 | $603K | Reduce -34.9% |
| WMT Walmart Inc. | 0.98% | 4,740 | $503K | Add +0.1% |
| TSLA Tesla Inc. | 0.90% | 1,070 | $464K | Add +2.2% |
| V Visa Inc. Class A | 0.83% | 1,227 | $426K | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.72% | 1,240 | $373K | Add +14.9% |
| BTC Grayscale Bitcoin Mini ETF | 0.71% | 7,438 | $364K | New |
| DFEM Dimensional Emrg MRKT Core | 0.71% | 10,997 | $363K | Add +8.2% |
| DFGR Dim Global Real Estate ETF | 0.69% | 12,753 | $354K | Add +28.9% |
| DFAE Dimensional Emerging Core Eq | 0.68% | 10,707 | $348K | Reduce -15.5% |
| DXIV Dimensional Intr Vtor E ETF | 0.66% | 5,509 | $342K | Add +11.9% |
| MA Mastercard Inc. Class A | 0.65% | 586 | $336K | Add +8.1% |
| XOM Exxon Mobil Corp. | 0.65% | 2,886 | $333K | Add +14.2% |
| LLY Eli Lilly & Co. | 0.65% | 403 | $333K | Add +8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 670 | $330K | Add +42.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.63% | 12,782 | $323K | Reduce -71.0% |
| ETH Grayscale Ethereum Staking M | 0.62% | 8,643 | $320K | New |
| GOOGL Alphabet Inc. Class A | 0.61% | 1,213 | $315K | Reduce -6.8% |
| HD Home Depot Inc. | 0.59% | 781 | $302K | Add +10.9% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.58% | 6,497 | $300K | New |
| NFLX Netflix Inc. | 0.54% | 256 | $280K | Add +24.3% |
| GOOG Alphabet Inc. Class C | 0.52% | 1,021 | $266K | New |
| RTX RTX Corp. | 0.51% | 1,474 | $263K | Reduce -9.0% |
| CVX Chevron Corp. | 0.50% | 1,667 | $259K | Reduce -5.7% |
| TM Toyota Motor Corp. -Spon ADR | 0.50% | 1,251 | $257K | Reduce -16.7% |
| GE General Electric filed as GE AEROSPACE | 0.49% | 827 | $251K | Add +5.0% |
| CSCO Cisco Systems Inc. | 0.48% | 3,511 | $248K | Reduce -8.5% |
| CRM Salesforce Inc. | 0.47% | 955 | $243K | Reduce -17.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 4,579 | $241K | New |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 413 | $236K | New |
| MCD McDonald's Corp. | 0.43% | 730 | $223K | Reduce -8.3% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.43% | 15,068 | $223K | Add +4.2% |
| LIN Linde PLC | 0.42% | 487 | $217K | Reduce -12.1% |
| EDV Vanguard Extended Dur Treas | 0.40% | 2,957 | $208K | New |
Options reported separately and not counted above: SPY puts ($5.6M), SPY calls ($681K).
Portfolio Sells Q2 2025 → Q3 2025
| SCMB Schwab Municipal Bond ETF | Reduce -70.2% | 1.26% | −3.18 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -71.0% | 0.63% | −1.67 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.68 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.66 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.64 |
| DFAC Dimensional US Core Equity 2 | Reduce -34.9% | 1.17% | −0.61 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.46 |
| BCD Abrdn Bloomberg All Commodit | Reduce -6.8% | 4.78% | −0.45 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.44 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.44 |
| DFIC Dimensional International Co. | Sold out | 0.00% | −0.44 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -2.4% | 2.33% | −0.33 |
| CRM Salesforce Inc. | Reduce -17.5% | 0.47% | −0.19 |
| LIN Linde PLC | Reduce -12.1% | 0.42% | −0.12 |
| DFAU Dimensional US Core Equity M | Reduce -10.0% | 1.18% | −0.11 |
| DFAE Dimensional Emerging Core Eq | Reduce -15.5% | 0.68% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -8.5% | 0.48% | −0.08 |
| MCD McDonald's Corp. | Reduce -8.3% | 0.43% | −0.06 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -16.7% | 0.50% | −0.04 |
| CVX Chevron Corp. | Reduce -5.7% | 0.50% | −0.03 |
| RTX RTX Corp. | Reduce -9.0% | 0.51% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -6.8% | 0.61% | +0.13 |
| AVGO Broadcom Inc. | Reduce -0.8% | 1.41% | +0.21 |
Portfolio Buys Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +20.6% | 10.79% | +1.96 |
| SCHX Schwab US Large-Cap ETF | Add +6.3% | 14.97% | +1.08 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.71% | +0.71 |
| ETH Grayscale Ethereum Staking M | New | 0.62% | +0.62 |
| TPLC Timothy PLN US LRG/Mid Cap | New | 0.58% | +0.58 |
| AAPL Apple Inc. | Add +20.4% | 1.84% | +0.55 |
| IEMG iShares Core MSCI Emerging | Add +14.3% | 3.27% | +0.54 |
| SCHZ Schwab US Aggregate Bond ETF | Add +16.5% | 6.01% | +0.53 |
| GOOG Alphabet Inc. Class C | New | 0.52% | +0.52 |
| BAC Bank of America Corp. | New | 0.47% | +0.47 |
| TMO Thermo Fisher Scientific Inc. | New | 0.46% | +0.46 |
| SPHY SS SPDR P High Yield ETF | Add +23.8% | 3.36% | +0.43 |
| EDV Vanguard Extended Dur Treas | New | 0.40% | +0.40 |
| NVDA Nvidia Corp. | Add +7.0% | 2.19% | +0.31 |
| TSLA Tesla Inc. | Add +2.2% | 0.90% | +0.20 |
| IDEV iShares Core MSCI Dev MKTS | Add +6.0% | 4.28% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +42.5% | 0.64% | +0.16 |
| DFGR Dim Global Real Estate ETF | Add +28.9% | 0.69% | +0.13 |
| IBND SS SPDR BB Intl Corp. BD ETF | Add +14.6% | 2.78% | +0.12 |
| DXUV Dimensional US Vtor Eqty ETF | Add +5.3% | 1.93% | +0.11 |
| MSFT Microsoft Corp. | Add +8.4% | 1.92% | +0.10 |
| XOM Exxon Mobil Corp. | Add +14.2% | 0.65% | +0.07 |
| DFEM Dimensional Emrg MRKT Core | Add +8.2% | 0.71% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +14.9% | 0.72% | +0.07 |
| DXIV Dimensional Intr Vtor E ETF | Add +11.9% | 0.66% | +0.06 |
| GE General Electric | Add +5.0% | 0.49% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | Add +9.7% | 2.96% | +0.06 |
| HD Home Depot Inc. | Add +10.9% | 0.59% | +0.04 |
| LLY Eli Lilly & Co. | Add +8.0% | 0.65% | +0.04 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +4.2% | 0.43% | +0.02 |
| MA Mastercard Inc. Class A | Add +8.1% | 0.65% | +0.01 |
| WMT Walmart Inc. | Add +0.1% | 0.98% | +0.00 |
| AMZN Amazon.com Inc. | Add +6.1% | 1.22% | +0.00 |
| SCHO Schwab Short-Term US Treas | Add +7.9% | 1.24% | +0.00 |
| SCHP Schwab U.S. Tips ETF | Add +6.3% | 7.06% | −0.02 |
| NFLX Netflix Inc. | Add +24.3% | 0.54% | −0.04 |
| META Meta Platforms Inc. Class A | Add +2.6% | 1.40% | −0.08 |
| V Visa Inc. Class A | Add +0.8% | 0.83% | −0.08 |
| SYK Stryker Corp. | Add +4.3% | 1.52% | −0.11 |
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 8,200 | $5.6M |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 2,400 | $681K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 56 | $52.4M | SCHX, SPY, SCHZ, SCHP, IDEV |
| Q3 2025 | 55 | $51.5M | SCHX, SPY, SCHP, SCHZ, BCD |
| Q2 2025 | 55 | $47.6M | SCHX, SPY, SCHP, SCHZ, BCD |
| Q1 2025 | 52 | $47.3M | SPY, SCHX, SCHZ, BCD, SCMB |
| Q4 2024 | 53 | $45.7M | SPY, SCHX, SCHZ, BCD, SCMB |
| Q3 2024 | 48 | $44.9M | SPY, SCHZ, SCHX, DFAU, SCMB |
| Q2 2024 | 43 | $32.9M | SCHX, DFAU, SCHZ, SPY, SCMB |
| Q1 2024 | 45 | $34.9M | DFAC, SCHX, SCHZ, DFAU, SCMB |