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Asset Manager ← All Institutions

Vernal Point Advisors, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$243M
+4.6%
Holdings
23
New Purchases
1
Added To
4
Closed
0
Reduced
5
Top 10 Concentration
95.1%
Turnover
4.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VT 52.24% 48.16% +4.08% $127M
VWO 0.60% 0.00% +0.60% $1M
EMLP 4.06% 3.71% +0.35% $10M
VXUS 3.52% 3.22% +0.29% $9M
IAU 2.83% 2.66% +0.18% $7M
VTI 10.50% 10.33% +0.16% $25M
IDV 0.11% 0.11% +0.00% $270K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 1.17% 3.78% -2.61% $3M
VGSH 11.82% 13.82% -2.00% $29M
VGIT 5.00% 5.31% -0.31% $12M
MBB 0.12% 0.40% -0.28% $302K
SHV 2.87% 3.14% -0.27% $7M
SHY 1.08% 1.13% -0.05% $3M
IEI 1.02% 1.07% -0.05% $2M
VNQ 0.50% 0.54% -0.04% $1M
QQQ 0.77% 0.79% -0.02% $2M
SCHX 0.55% 0.57% -0.01% $1M
SPY 0.52% 0.53% -0.01% $1M
IJR 0.15% 0.16% -0.01% $368K
SPGM 0.20% 0.21% -0.00% $494K
IJH 0.12% 0.12% -0.00% $285K
IVE 0.11% 0.11% -0.00% $265K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $37M 15.3%
Large Cap 16 $195M 80.3%
Mid Cap 2 $10M 4.2%
Small Cap 1 $494K 0.2%

Portfolio Analytics

Avg Market Cap
$156.8B
Median Market Cap
$68.7B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.81
# Stocks
0
# ETFs / Funds
23

Top Holdings (23 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VT 52.24% 898,109 $127M $141.06 $15M +87,714 +10.8%
2 VGSH 11.82% 488,196 $29M $58.73 -$3M -56,367 -10.3%
3 VTI 10.50% 75,916 $25M $335.27 $1M +3,107 +4.3%
4 VGIT 5.00% 202,320 $12M $59.93 -$196K -2,920 -1.4%
5 EMLP 4.06% 260,022 $10M $37.87 $1M +35,420 +15.8%
6 VXUS 3.52% 113,010 $9M $75.44 $1M +11,222 +11.0%
7 SHV 2.87% 63,237 $7M $110.15 -$313K -2,640 -4.0%
8 IAU 2.83% 84,629 $7M $81.17 $711K
9 AGG 1.17% 28,384 $3M $99.88 -$6M -59,061 -67.5%
10 SHY 1.08% 31,705 $3M $82.82 -$4K
11 IEI 1.02% 20,710 $2M $119.35 -$3K
12 QQQ 0.77% 3,035 $2M $614.31 $40K
13 VWO 0.60% 27,023 $1M $53.76 +27,023 NEW
14 SCHX 0.55% 49,806 $1M $26.91 $28K
15 SPY 0.52% 1,844 $1M $683.91 $29K
16 VNQ 0.50% 13,805 $1M $88.49 -$40K
17 SPGM 0.20% 6,435 $494K $76.71 $12K
18 IJR 0.15% 3,066 $368K $120.18 $4K
19 SCHF 0.13% 12,620 $303K $24.04 $10K
20 MBB 0.12% 3,169 $302K $95.22 -$630K -6,626 -67.7%
21 IJH 0.12% 4,320 $285K $66.00 $3K
22 IDV 0.11% 6,845 $270K $39.45 $20K
23 IVE 0.11% 1,250 $265K $212.07 $7K

New Positions

SymbolValue% Port
VWO $1M 0.60%
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