Vernal Point Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Vernal Point Advisors, LLC reported 21 stock positions worth $246.0 million. Its top holding was Vanguard Tot World STK ETF (VT) at 51.3% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 11.3%) and VG Morningstar TS MKT ETF-US (VTI, 10.0%). Compared with Q4 2025, it sold out of 2, added to 8 and reduced 4. The biggest buy was iShares Gold Trust (IAU, shares +53%) and the biggest sale an exit from iShares 1-3 Year Treasury Bo (SHY).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001820363
- Portfolio Value
- $246.0M (Q1 2026)
- SEC Filing
- 0001820363-26-000003 ↗ filed May 14, 2026
Holdings Value
Holdings 21 stocks · $246.0M
| VT Vanguard Tot World STK ETF | 51.34% | 912,923 | $126.3M | Add +1.6% |
| VGSH Vanguard Short-Term Treasury | 11.31% | 475,011 | $27.8M | Reduce -2.7% |
| VTI VG Morningstar TS MKT ETF-US | 10.03% | 76,862 | $24.7M | Add +1.3% |
| VGIT Vanguard Intermediate-Term T | 5.59% | 230,881 | $13.7M | Add +14.1% |
| EMLP First Trust North American E | 5.28% | 297,658 | $13.0M | Add +14.5% |
| IAU iShares Gold Trust | 4.65% | 129,807 | $11.4M | Add +53.4% |
| VXUS Vanguard Total Intl Stock | 3.54% | 113,067 | $8.7M | Add +0.1% |
| SHV iShares 0-1 Year Treasury Bo | 2.74% | 61,001 | $6.7M | Reduce -3.5% |
| IEI iShares 3-7 Year Treasury Bo | 1.01% | 20,964 | $2.5M | Add +1.2% |
| AGG iShares Core U.S. Aggregate | 0.93% | 23,009 | $2.3M | Reduce -18.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 3,035 | $1.8M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.59% | 27,023 | $1.5M | No change |
| SCHX Schwab US Large-Cap ETF | 0.52% | 49,806 | $1.3M | No change |
| VNQ Vanguard Real Estate ETF | 0.50% | 13,805 | $1.2M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 1,844 | $1.2M | No change |
| SPGM State Street SPDR Portfolio | 0.20% | 6,435 | $487K | No change |
| SCHF Schwab Intl Equity ETF | 0.13% | 12,639 | $313K | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 4,320 | $292K | No change |
| IDV iShares International Select | 0.12% | 6,845 | $291K | No change |
| IVE iShares S&P 500 Value ETF | 0.11% | 1,250 | $264K | No change |
| IJR iShares Core S&P Small-Cap E | 0.10% | 1,906 | $237K | Reduce -37.8% |
Portfolio Sells Q4 2025 → Q1 2026
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −1.08 |
| VGSH Vanguard Short-Term Treasury | Reduce -2.7% | 11.31% | −0.52 |
| AGG iShares Core U.S. Aggregate | Reduce -18.9% | 0.93% | −0.24 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -3.5% | 2.74% | −0.13 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -37.8% | 0.10% | −0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| IAU iShares Gold Trust | Add +53.4% | 4.65% | +1.82 |
| EMLP First Trust North American E | Add +14.5% | 5.28% | +1.22 |
| VGIT Vanguard Intermediate-Term T | Add +14.1% | 5.59% | +0.59 |
| VXUS Vanguard Total Intl Stock | Add +0.1% | 3.54% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +0.1% | 0.13% | +0.00 |
| IEI iShares 3-7 Year Treasury Bo | Add +1.2% | 1.01% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.3% | 10.03% | −0.47 |
| VT Vanguard Tot World STK ETF | Add +1.6% | 51.34% | −0.90 |
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 |