Vernal Point Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Vernal Point Advisors, LLC reported 20 stock positions worth $296.2 million. Its top holding was Vanguard Tot World STK ETF (VT) at 50.6% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 14.7%) and VG Morningstar TS MKT ETF-US (VTI, 9.8%). Compared with Q1 2026, it sold out of 1 and added to 7. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +57%) and the biggest sale an exit from iShares 3-7 Year Treasury Bo (IEI).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001820363
- Portfolio Value
- $296.2M (Q2 2026)
- SEC Filing
- 0001820363-26-000005 ↗ filed Aug 14, 2026
Holdings Value
Holdings 20 stocks · $296.2M
| VT Vanguard Tot World STK ETF | 50.59% | 954,731 | $149.8M | Add +4.6% |
| VGSH Vanguard Short-Term Treasury | 14.67% | 746,524 | $43.4M | Add +57.2% |
| VTI VG Morningstar TS MKT ETF-US | 9.78% | 78,259 | $29.0M | Add +1.8% |
| VGIT Vanguard Intermediate-Term T | 5.43% | 272,570 | $16.1M | Add +18.1% |
| EMLP First Trust North American E | 5.23% | 356,136 | $15.5M | Add +19.6% |
| SHV iShares 0-1 Year Treasury Bo | 3.49% | 93,669 | $10.3M | Add +53.5% |
| VXUS Vanguard Total Intl Stock | 3.32% | 115,083 | $9.8M | Add +1.8% |
| IAU iShares Gold Trust | 3.31% | 129,807 | $9.8M | No change |
| AGG iShares Core U.S. Aggregate | 0.77% | 23,009 | $2.3M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.76% | 3,035 | $2.2M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.54% | 27,023 | $1.6M | No change |
| SCHX Schwab US Large-Cap ETF | 0.49% | 49,806 | $1.5M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 1,844 | $1.4M | No change |
| VNQ Vanguard Real Estate ETF | 0.45% | 13,805 | $1.3M | No change |
| SPGM State Street SPDR Portfolio | 0.19% | 6,435 | $551K | No change |
| SCHF Schwab Intl Equity ETF | 0.12% | 12,639 | $350K | No change |
| IJH iShares Core S&P Midcap ETF | 0.11% | 4,320 | $333K | No change |
| IVE iShares S&P 500 Value ETF | 0.10% | 1,250 | $284K | No change |
| IDV iShares International Select | 0.10% | 6,845 | $284K | No change |
| IJR iShares Core S&P Small-Cap E | 0.10% | 1,906 | $283K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −1.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VGSH Vanguard Short-Term Treasury | Add +57.2% | 14.67% | +3.36 |
| SHV iShares 0-1 Year Treasury Bo | Add +53.5% | 3.49% | +0.75 |
| EMLP First Trust North American E | Add +19.6% | 5.23% | −0.05 |
| VGIT Vanguard Intermediate-Term T | Add +18.1% | 5.43% | −0.16 |
| VXUS Vanguard Total Intl Stock | Add +1.8% | 3.32% | −0.22 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.8% | 9.78% | −0.25 |
| VT Vanguard Tot World STK ETF | Add +4.6% | 50.59% | −0.75 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $296.2M | VT, VGSH, VTI, VGIT, EMLP |
| Q1 2026 | 21 | $246.0M | VT, VGSH, VTI, VGIT, EMLP |
| Q4 2025 | 23 | $242.5M | VT, VGSH, VTI, VGIT, EMLP |
| Q3 2025 | 22 | $231.9M | VT, VGSH, VTI, VGIT, AGG |
| Q2 2025 | 19 | $171.4M | VT, VGSH, VGIT, VTI, AGG |
| Q1 2025 | 19 | $150.9M | VT, VGSH, VGIT, AGG, VTI |
| Q4 2024 | 19 | $145.5M | VT, VGSH, VGIT, VTI, AGG |
| Q3 2024 | 20 | $129.2M | VT, VGSH, VGIT, VTI, AGG |
| Q2 2024 | 26 | $140.5M | VT, VGSH, VGIT, VTI, AGG |
| Q1 2024 | 30 | $117.0M | VGSH, VT, VGIT, VTI, AGG |