Vernal Point Advisors
San Francisco, CAfiles as Vernal Point Advisors, LLC
$296m in 20 US stocks at the end of 30 June 2026. The top 10 are 97.3% of the money. It changed about 4.2% of the portfolio this quarter.
Value
$296m
Stocks
20
Top 10 share
97.3%
Turnover
4.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Vanguard Intl Equity Index FVT50.6% of the fund+5%
- Vanguard Scottsdale FDSVGSH14.7% of the fund+57%
- Vanguard Scottsdale FDSVGIT5.4% of the fund+18%
- First TR Exchange-Traded FDEMLP5.2% of the fund+20%
- Ishares TRSHV3.5% of the fund+54%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Ishares TRIEI-100%
Holdings
- Vanguard Intl Equity Index FVT
- Share
- 50.6%
- Value
- $150m
- Shares
- 954,731
+5%
- Vanguard Scottsdale FDSVGSH
- Share
- 14.7%
- Value
- $43m
- Shares
- 746,524
+57%
- Vanguard Index FDSVTI
- Share
- 9.8%
- Value
- $29m
- Shares
- 78,259
Held
- Vanguard Scottsdale FDSVGIT
- Share
- 5.4%
- Value
- $16m
- Shares
- 272,570
+18%
- First TR Exchange-Traded FDEMLP
- Share
- 5.2%
- Value
- $15m
- Shares
- 356,136
+20%
- Ishares TRSHV
- Share
- 3.5%
- Value
- $10m
- Shares
- 93,669
+54%
- Vanguard Star FDSVXUS
- Share
- 3.3%
- Value
- $10m
- Shares
- 115,083
Held
- Ishares Gold TRIAU
- Share
- 3.3%
- Value
- $10m
- Shares
- 129,807
Held
- Ishares TRAGG
- Share
- 0.8%
- Value
- $2m
- Shares
- 23,009
Held
- Invesco QQQ TRQQQ
- Share
- 0.8%
- Value
- $2m
- Shares
- 3,035
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.5%
- Value
- $2m
- Shares
- 27,023
Held
- Schwab Strategic TRSCHX
- Share
- 0.5%
- Value
- $1m
- Shares
- 49,806
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $1m
- Shares
- 1,844
Held
- Vanguard Index FDSVNQ
- Share
- 0.4%
- Value
- $1m
- Shares
- 13,805
Held
- Spdr Index SHS FDSSPGM
- Share
- 0.2%
- Value
- $551,286
- Shares
- 6,435
Held
- Schwab Strategic TRSCHF
- Share
- 0.1%
- Value
- $350,103
- Shares
- 12,639
Held
- Ishares TRIJH
- Share
- 0.1%
- Value
- $333,115
- Shares
- 4,320
Held
- Ishares TRIVE
- Share
- <0.1%
- Value
- $283,825
- Shares
- 1,250
Held
- Ishares TRIDV
- Share
- <0.1%
- Value
- $283,588
- Shares
- 6,845
Held
- Ishares TRIJR
- Share
- <0.1%
- Value
- $282,679
- Shares
- 1,906
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Intl Equity Index FVT | 50.6% | $150m | 954,731 | +5% |
| Vanguard Scottsdale FDSVGSH | 14.7% | $43m | 746,524 | +57% |
| Vanguard Index FDSVTI | 9.8% | $29m | 78,259 | Held |
| Vanguard Scottsdale FDSVGIT | 5.4% | $16m | 272,570 | +18% |
| First TR Exchange-Traded FDEMLP | 5.2% | $15m | 356,136 | +20% |
| Ishares TRSHV | 3.5% | $10m | 93,669 | +54% |
| Vanguard Star FDSVXUS | 3.3% | $10m | 115,083 | Held |
| Ishares Gold TRIAU | 3.3% | $10m | 129,807 | Held |
| Ishares TRAGG | 0.8% | $2m | 23,009 | Held |
| Invesco QQQ TRQQQ | 0.8% | $2m | 3,035 | Held |
| Vanguard Intl Equity Index FVWO | 0.5% | $2m | 27,023 | Held |
| Schwab Strategic TRSCHX | 0.5% | $1m | 49,806 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $1m | 1,844 | Held |
| Vanguard Index FDSVNQ | 0.4% | $1m | 13,805 | Held |
| Spdr Index SHS FDSSPGM | 0.2% | $551,286 | 6,435 | Held |
| Schwab Strategic TRSCHF | 0.1% | $350,103 | 12,639 | Held |
| Ishares TRIJH | 0.1% | $333,115 | 4,320 | Held |
| Ishares TRIVE | <0.1% | $283,825 | 1,250 | Held |
| Ishares TRIDV | <0.1% | $283,588 | 6,845 | Held |
| Ishares TRIJR | <0.1% | $282,679 | 1,906 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 72.8% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.