Vernal Point Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Vernal Point Advisors, LLC reported 19 stock positions worth $150.9 million. Its top holding was Vanguard Tot World STK ETF (VT) at 36.2% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 26.5%) and Vanguard Intermediate-Term T (VGIT, 7.2%). Compared with Q4 2024, it added to 4 and reduced 5. The biggest buy was Vanguard Tot World STK ETF (VT, shares +23%) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −63%).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001820363
Portfolio Value
$150.9M (Q1 2025)
SEC Filing
0001879202-25-000015 ↗ filed May 15, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $117.0M Q1 2024 Q2 2024: $140.5M Q2 2024 Q3 2024: $129.2M Q3 2024 Q4 2024: $145.5M Q4 2024 Q1 2025: $150.9M $150.9M Q1 2025 Q2 2025: $171.4M Q2 2025 Q3 2025: $231.9M Q3 2025 Q4 2025: $242.5M Q4 2025 Q1 2026: $246.0M Q1 2026 Q2 2026: $296.2M Q2 2026

Holdings 19 stocks · $150.9M
VT Vanguard Tot World STK ETF 36.15% 470,604 $54.6M Add +22.6%
VGSH Vanguard Short-Term Treasury 26.46% 680,428 $39.9M Reduce -4.6%
VGIT Vanguard Intermediate-Term T 7.22% 183,547 $10.9M Add +2.8%
AGG iShares Core U.S. Aggregate 6.61% 100,923 $10.0M Add +25.4%
VTI VG Morningstar TS MKT ETF-US 6.16% 33,826 $9.3M Reduce -2.1%
EMLP First Trust North American E 4.21% 169,362 $6.3M Add +9.0%
VOO Vanguard S&P 500 ETF 3.28% 9,628 $4.9M No change
VXUS Vanguard Total Intl Stock 1.85% 44,862 $2.8M Reduce -1.8%
SHY iShares 1-3 Year Treasury Bo 1.66% 30,375 $2.5M Reduce -63.1%
IEI iShares 3-7 Year Treasury Bo 1.62% 20,710 $2.4M No change
QQQ Invesco QQQ Trust Series 1 0.94% 3,035 $1.4M No change
VNQ Vanguard Real Estate ETF 0.83% 13,805 $1.2M No change
SCHX Schwab US Large-Cap ETF 0.73% 49,806 $1.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.69% 1,844 $1.0M No change
MBB iShares MBS ETF 0.66% 10,545 $989K Reduce -44.5%
SHV iShares 0-1 Year Treasury Bo 0.28% 3,867 $427K No change
SPGM State Street SPDR Portfolio 0.27% 6,435 $402K No change
XBI SS SPDR S&P Biotech ETF 0.22% 4,090 $332K No change
SCHF Schwab Intl Equity ETF 0.17% 12,620 $250K No change

Portfolio Sells Q4 2024 → Q1 2025
SHY iShares 1-3 Year Treasury Bo Reduce -63.1% 1.66% −2.98
VGSH Vanguard Short-Term Treasury Reduce -4.6% 26.46% −2.05
VTI VG Morningstar TS MKT ETF-US Reduce -2.1% 6.16% −0.72
MBB iShares MBS ETF Reduce -44.5% 0.66% −0.54
VXUS Vanguard Total Intl Stock Reduce -1.8% 1.85% −0.00

Portfolio Buys Q4 2024 → Q1 2025
VT Vanguard Tot World STK ETF Add +22.6% 36.15% +5.16
AGG iShares Core U.S. Aggregate Add +25.4% 6.61% +1.25
EMLP First Trust North American E Add +9.0% 4.21% +0.40
VGIT Vanguard Intermediate-Term T Add +2.8% 7.22% +0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 20$296.2MVT, VGSH, VTI, VGIT, EMLP
Q1 2026 21$246.0MVT, VGSH, VTI, VGIT, EMLP
Q4 2025 23$242.5MVT, VGSH, VTI, VGIT, EMLP
Q3 2025 22$231.9MVT, VGSH, VTI, VGIT, AGG
Q2 2025 19$171.4MVT, VGSH, VGIT, VTI, AGG
Q1 2025 19$150.9MVT, VGSH, VGIT, AGG, VTI
Q4 2024 19$145.5MVT, VGSH, VGIT, VTI, AGG
Q3 2024 20$129.2MVT, VGSH, VGIT, VTI, AGG
Q2 2024 26$140.5MVT, VGSH, VGIT, VTI, AGG
Q1 2024 30$117.0MVGSH, VT, VGIT, VTI, AGG