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Vernal Point Advisors, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$171M
+13.6%
Holdings
20
+1
New Purchases
1
Added To
5
Closed
1
Reduced
4
Top 10 Concentration
94.3%
Turnover
10.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SHV 3.76% 0.28% +3.48% $6M
IAU 3.08% 0.00% +3.08% $5M
VT 38.18% 36.15% +2.03% $65M
EMLP 4.88% 4.21% +0.67% $8M
QQQ 0.98% 0.94% +0.03% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VGSH 22.74% 26.46% -3.72% $39M
VOO 0.00% 3.28% -3.28% $0
AGG 5.22% 6.61% -1.39% $9M
VTI 5.89% 6.16% -0.27% $10M
IEI 1.44% 1.62% -0.18% $2M
SHY 1.53% 1.66% -0.13% $3M
VNQ 0.72% 0.83% -0.11% $1M
MBB 0.58% 0.66% -0.08% $990K
VXUS 1.78% 1.85% -0.06% $3M
XBI 0.20% 0.22% -0.02% $339K
SPY 0.67% 0.69% -0.02% $1M
SCHX 0.71% 0.73% -0.02% $1M
SPGM 0.26% 0.27% -0.01% $444K
VGIT 7.22% 7.22% -0.00% $12M
SCHF 0.16% 0.17% -0.00% $279K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $16M 9.3%
Large Cap 12 $146M 85.3%
Mid Cap 2 $9M 5.1%
Small Cap 1 $444K 0.3%

Portfolio Analytics

Avg Market Cap
$239.1B
Median Market Cap
$66.3B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.80
# Stocks
0
# ETFs / Funds
20

Top Holdings (20 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VT 38.18% 509,308 $65M $128.52 $11M +38,704 +8.2%
2 VGSH 22.74% 663,193 $39M $58.78 -$952K -17,235 -2.5%
3 VGIT 7.22% 206,917 $12M $59.81 $1M +23,370 +12.7%
4 VTI 5.89% 33,136 $10M $304.84 $805K -690 -2.0%
5 AGG 5.22% 90,275 $9M $99.20 -$1M -10,648 -10.6%
6 EMLP 4.88% 223,010 $8M $37.51 $2M +53,648 +31.7%
7 SHV 3.76% 58,352 $6M $110.42 $6M +54,485 +1409.0%
8 IAU 3.08% 84,629 $5M $62.36 +84,629 NEW
9 VXUS 1.78% 44,202 $3M $69.09 $268K -660 -1.5%
10 SHY 1.53% 31,705 $3M $82.86 $114K +1,330 +4.4%
11 IEI 1.44% 20,710 $2M $119.09 $20K
12 QQQ 0.98% 3,035 $2M $552.23 $251K
13 VNQ 0.72% 13,805 $1M $89.06 -$20K
14 SCHX 0.71% 49,806 $1M $24.44 $118K
15 SPY 0.67% 1,844 $1M $619.61 $108K
16 MBB 0.58% 10,545 $990K $93.89 $1K
17 SPGM 0.26% 6,435 $444K $69.00 $42K
18 XBI 0.20% 4,090 $339K $82.93 $7K
19 SCHF 0.16% 12,620 $279K $22.10 $29K
20 VOO —% -$5M -9,628 -100.0% SOLD

New Positions

SymbolValue% Port
IAU $5M 3.08%

Sold Out Positions

SymbolValue% Port
VOO —%
View SEC EDGAR Filings for Vernal Point Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms