VanderPol Investments L.L.C.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), VanderPol Investments L.L.C. reported 56 stock positions worth $52.4 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, 8.5%) and Schwab US Aggregate Bond ETF (SCHZ, 8.1%). Compared with Q3 2025, it opened 4 new positions, sold out of 3, added to 32 and reduced 18. The biggest buy was Schwab US Aggregate Bond ETF (SCHZ, shares +39%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −21%).
- Most Recent 13F
- Q4 2025
- Location
- CALEDONIA, MI
- CIK
- 0002015682
- Portfolio Value
- $52.4M (Q4 2025)
- SEC Filing
- 0002015682-26-000001 ↗ filed Feb 4, 2026
Holdings Value
Holdings 56 stocks · $52.4M
| SCHX Schwab US Large-Cap ETF | 14.98% | 291,822 | $7.9M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.46% | 6,500 | $4.4M | Reduce -20.7% |
| SCHZ Schwab US Aggregate Bond ETF | 8.11% | 181,981 | $4.3M | Add +39.1% |
| SCHP Schwab U.S. Tips ETF | 6.57% | 130,013 | $3.4M | Reduce -3.2% |
| IDEV iShares Core MSCI Dev MKTS | 4.45% | 28,290 | $2.3M | Add +4.4% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.39% | 74,259 | $2.3M | Add +6.1% |
| SPHY SS SPDR P High Yield ETF | 4.27% | 94,649 | $2.2M | Add +30.5% |
| IEMG iShares Core MSCI Emerging | 3.34% | 26,011 | $1.7M | Add +5.0% |
| STIP iShares 0-5 Year Tips Bond E | 2.81% | 14,358 | $1.5M | Reduce -2.4% |
| DXUV Dimensional US Vtor Eqty ETF | 2.55% | 22,377 | $1.3M | Add +33.4% |
| BWX SS SPDR BB Intl Treasury BD | 2.55% | 59,277 | $1.3M | Add +12.9% |
| IBND SS SPDR BB Intl Corp. BD ETF | 2.50% | 40,835 | $1.3M | Reduce -8.3% |
| NVDA Nvidia Corp. | 2.27% | 6,367 | $1.2M | Add +5.3% |
| AAPL Apple Inc. | 1.93% | 3,717 | $1.0M | Add +3.2% |
| MSFT Microsoft Corp. | 1.75% | 1,898 | $918K | Add +0.3% |
| SCHO Schwab Short-Term US Treas | 1.44% | 30,910 | $753K | Add +18.5% |
| SYK Stryker Corp. | 1.40% | 2,084 | $732K | Add +1.4% |
| AVGO Broadcom Inc. | 1.36% | 2,060 | $713K | Add +0.2% |
| DFAC Dimensional US Core Equity 2 | 1.29% | 17,074 | $676K | Add +10.7% |
| AMZN Amazon.com Inc. | 1.25% | 2,847 | $657K | Add +1.4% |
| DFAU Dimensional US Core Equity M | 1.18% | 13,237 | $619K | Add +1.4% |
| META Meta Platforms Inc. Class A | 1.12% | 890 | $587K | Reduce -8.8% |
| TSLA Tesla Inc. | 0.94% | 1,090 | $490K | Add +1.9% |
| WMT Walmart Inc. | 0.93% | 4,384 | $488K | Reduce -7.5% |
| DFGR Dim Global Real Estate ETF | 0.90% | 17,763 | $469K | Add +39.3% |
| DFEM Dimensional Emrg MRKT Core | 0.87% | 13,820 | $457K | Add +25.7% |
| DXIV Dimensional Intr Vtor E ETF | 0.85% | 6,865 | $447K | Add +24.6% |
| V Visa Inc. Class A | 0.83% | 1,235 | $433K | Add +0.7% |
| LLY Eli Lilly & Co. | 0.82% | 400 | $430K | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.78% | 1,268 | $409K | Add +2.3% |
| GOOGL Alphabet Inc. Class A | 0.74% | 1,240 | $388K | Add +2.2% |
| XOM Exxon Mobil Corp. | 0.70% | 3,038 | $366K | Add +5.3% |
| MA Mastercard Inc. Class A | 0.64% | 591 | $337K | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 670 | $337K | No change |
| DFAE Dimensional Emerging Core Eq | 0.64% | 10,286 | $335K | Reduce -3.9% |
| GOOG Alphabet Inc. Class C | 0.61% | 1,021 | $320K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.57% | 7,763 | $301K | Add +4.4% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.57% | 6,583 | $299K | Add +1.3% |
| RTX RTX Corp. | 0.51% | 1,451 | $266K | Reduce -1.6% |
| GE General Electric filed as GE AEROSPACE | 0.50% | 851 | $262K | Add +2.9% |
| HD Home Depot Inc. | 0.49% | 745 | $256K | Reduce -4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.48% | 4,585 | $252K | Add +0.1% |
| TM Toyota Motor Corp. -Spon ADR | 0.48% | 1,168 | $250K | Reduce -6.6% |
| CVX Chevron Corp. | 0.48% | 1,634 | $249K | Reduce -2.0% |
| NFLX Netflix Inc. | 0.47% | 2,627 | $246K | Add +2.6% |
| BSOL Bitwise Solana Staking ETF | 0.46% | 14,750 | $242K | New |
| ETH Grayscale Ethereum Staking M | 0.46% | 8,544 | $240K | Reduce -1.1% |
| CRM Salesforce Inc. | 0.45% | 899 | $238K | Reduce -5.9% |
| CSCO Cisco Systems Inc. | 0.44% | 3,026 | $233K | Reduce -13.8% |
| VGT Vanguard Info Tech ETF | 0.42% | 290 | $219K | New |
| WFC Wells Fargo & Co. | 0.41% | 2,295 | $214K | New |
| MCD McDonald's Corp. | 0.40% | 694 | $212K | Reduce -4.9% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 364 | $211K | Reduce -11.9% |
| EDV Vanguard Extended Dur Treas | 0.40% | 3,196 | $208K | Add +8.1% |
| JNJ Johnson & Johnson | 0.39% | 990 | $205K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.36% | 11,871 | $188K | Reduce -21.2% |
Options reported separately and not counted above: SPY puts ($4.4M), SPY calls ($690K).
Portfolio Sells Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -20.7% | 8.46% | −2.33 |
| SCMB Schwab Municipal Bond ETF | Sold out | 0.00% | −1.26 |
| HYMB SS SPDR N Ice HY Muni ETF | Sold out | 0.00% | −0.63 |
| SCHP Schwab U.S. Tips ETF | Reduce -3.2% | 6.57% | −0.49 |
| LIN Linde PLC | Sold out | 0.00% | −0.42 |
| META Meta Platforms Inc. Class A | Reduce -8.8% | 1.12% | −0.28 |
| IBND SS SPDR BB Intl Corp. BD ETF | Reduce -8.3% | 2.50% | −0.28 |
| ETH Grayscale Ethereum Staking M | Reduce -1.1% | 0.46% | −0.16 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -2.4% | 2.81% | −0.15 |
| HD Home Depot Inc. | Reduce -4.6% | 0.49% | −0.10 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -21.2% | 0.36% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.9% | 0.40% | −0.06 |
| WMT Walmart Inc. | Reduce -7.5% | 0.93% | −0.05 |
| DFAE Dimensional Emerging Core Eq | Reduce -3.9% | 0.64% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -13.8% | 0.44% | −0.04 |
| MCD McDonald's Corp. | Reduce -4.9% | 0.40% | −0.03 |
| CVX Chevron Corp. | Reduce -2.0% | 0.48% | −0.03 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -6.6% | 0.48% | −0.02 |
| CRM Salesforce Inc. | Reduce -5.9% | 0.45% | −0.02 |
| RTX RTX Corp. | Reduce -1.6% | 0.51% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.82% | +0.17 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHZ Schwab US Aggregate Bond ETF | Add +39.1% | 8.11% | +2.10 |
| SPHY SS SPDR P High Yield ETF | Add +30.5% | 4.27% | +0.91 |
| DXUV Dimensional US Vtor Eqty ETF | Add +33.4% | 2.55% | +0.62 |
| BSOL Bitwise Solana Staking ETF | New | 0.46% | +0.46 |
| VGT Vanguard Info Tech ETF | New | 0.42% | +0.42 |
| WFC Wells Fargo & Co. | New | 0.41% | +0.41 |
| JNJ Johnson & Johnson | New | 0.39% | +0.39 |
| BWX SS SPDR BB Intl Treasury BD | Add +12.9% | 2.55% | +0.22 |
| DFGR Dim Global Real Estate ETF | Add +39.3% | 0.90% | +0.21 |
| SCHO Schwab Short-Term US Treas | Add +18.5% | 1.44% | +0.20 |
| DXIV Dimensional Intr Vtor E ETF | Add +24.6% | 0.85% | +0.19 |
| IDEV iShares Core MSCI Dev MKTS | Add +4.4% | 4.45% | +0.17 |
| DFEM Dimensional Emrg MRKT Core | Add +25.7% | 0.87% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 0.74% | +0.13 |
| DFAC Dimensional US Core Equity 2 | Add +10.7% | 1.29% | +0.12 |
| AAPL Apple Inc. | Add +3.2% | 1.93% | +0.09 |
| NVDA Nvidia Corp. | Add +5.3% | 2.27% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +5.0% | 3.34% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 0.78% | +0.06 |
| XOM Exxon Mobil Corp. | Add +5.3% | 0.70% | +0.05 |
| TSLA Tesla Inc. | Add +1.9% | 0.94% | +0.03 |
| AMZN Amazon.com Inc. | Add +1.4% | 1.25% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +1.5% | 14.98% | +0.01 |
| BAC Bank of America Corp. | Add +0.1% | 0.48% | +0.01 |
| GE General Electric | Add +2.9% | 0.50% | +0.01 |
| DFAU Dimensional US Core Equity M | Add +1.4% | 1.18% | +0.00 |
| V Visa Inc. Class A | Add +0.7% | 0.83% | −0.00 |
| EDV Vanguard Extended Dur Treas | Add +8.1% | 0.40% | −0.01 |
| MA Mastercard Inc. Class A | Add +0.8% | 0.64% | −0.01 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +1.3% | 0.57% | −0.01 |
| AVGO Broadcom Inc. | Add +0.2% | 1.36% | −0.05 |
| NFLX Netflix Inc. | Add +2.6% | 0.47% | −0.07 |
| SYK Stryker Corp. | Add +1.4% | 1.40% | −0.13 |
| BTC Grayscale Bitcoin Mini ETF | Add +4.4% | 0.57% | −0.13 |
| MSFT Microsoft Corp. | Add +0.3% | 1.75% | −0.17 |
| BCD Abrdn Bloomberg All Commodit | Add +6.1% | 4.39% | −0.39 |
Options Activity Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -20.7% | 6,500 | $4.4M |
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 |