Vernal Point Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Vernal Point Advisors, LLC reported 19 stock positions worth $145.5 million. Its top holding was Vanguard Tot World STK ETF (VT) at 31.0% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 28.5%) and Vanguard Intermediate-Term T (VGIT, 7.1%). Compared with Q3 2024, it sold out of 1, added to 7 and reduced 1. The biggest buy was Vanguard Tot World STK ETF (VT, shares +23%) and the biggest sale an exit from Airbnb Class A (ABNB).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001820363
- Portfolio Value
- $145.5M (Q4 2024)
- SEC Filing
- 0001879202-25-000004 ↗ filed Feb 14, 2025
Holdings Value
Holdings 19 stocks · $145.5M
| VT Vanguard Tot World STK ETF | 30.99% | 383,971 | $45.1M | Add +23.0% |
| VGSH Vanguard Short-Term Treasury | 28.51% | 713,086 | $41.5M | Add +21.9% |
| VGIT Vanguard Intermediate-Term T | 7.12% | 178,627 | $10.4M | Add +10.7% |
| VTI VG Morningstar TS MKT ETF-US | 6.88% | 34,566 | $10.0M | Add +3.2% |
| AGG iShares Core U.S. Aggregate | 5.36% | 80,497 | $7.8M | Add +14.7% |
| SHY iShares 1-3 Year Treasury Bo | 4.64% | 82,393 | $6.8M | No change |
| EMLP First Trust North American E | 3.81% | 155,433 | $5.5M | Add +6.8% |
| VOO Vanguard S&P 500 ETF | 3.56% | 9,628 | $5.2M | No change |
| VXUS Vanguard Total Intl Stock | 1.85% | 45,672 | $2.7M | Add +8.3% |
| IEI iShares 3-7 Year Treasury Bo | 1.64% | 20,710 | $2.4M | No change |
| MBB iShares MBS ETF | 1.20% | 19,000 | $1.7M | No change |
| QQQ Invesco QQQ Trust Series 1 | 1.07% | 3,035 | $1.6M | No change |
| VNQ Vanguard Real Estate ETF | 0.84% | 13,805 | $1.2M | No change |
| SCHX Schwab US Large-Cap ETF | 0.79% | 49,806 | $1.2M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 1,844 | $1.1M | Reduce -0.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.29% | 3,867 | $426K | No change |
| SPGM State Street SPDR Portfolio | 0.28% | 6,435 | $408K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.25% | 4,090 | $368K | No change |
| SCHF Schwab Intl Equity ETF | 0.16% | 12,620 | $233K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| VT Vanguard Tot World STK ETF | Add +23.0% | 30.99% | +2.08 |
| VGSH Vanguard Short-Term Treasury | Add +21.9% | 28.51% | +1.79 |
| EMLP First Trust North American E | Add +6.8% | 3.81% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +14.7% | 5.36% | −0.14 |
| VXUS Vanguard Total Intl Stock | Add +8.3% | 1.85% | −0.26 |
| VGIT Vanguard Intermediate-Term T | Add +10.7% | 7.12% | −0.43 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.2% | 6.88% | −0.48 |
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 |