Institutional
Vernal Point Advisors, LLC
CIK 0001820363
$246.0M
Reported AUM
21
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Vernal Point Advisors, LLC · Q1 2026
AI · grounded in 13F
Vernal Point Advisors, LLC closed its position in SHY, reducing its exposure by $2.63M. The fund also exited its position in MBB for $301,752 and trimmed its holding in AGG by 18.94%. On the buy side, the fund increased its shares of IAU by 53.38%, followed by accumulations in EMLP and VGIT.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VT | VANGUARD INTL EQUITY INDEX F | $153.68 | -3.07% | 24.82% | 62.43% | $126.3M | 51.34% | +14,814 | +1.6% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $58.04 | -0.17% | 3.78% | 9.28% | $27.8M | 11.31% | −13,185 | −2.7% |
| 3 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | 24.59% | 71.45% | $24.7M | 10.03% | +946 | +1.2% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $58.56 | -0.41% | 3.95% | -1.09% | $13.7M | 5.59% | +28,561 | +14.1% |
| 5 | EMLP | FIRST TR EXCHANGE-TRADED FD | $43.46 | 0.16% | 20.57% | 111.11% | $13.0M | 5.28% | +37,636 | +14.5% |
| 6 | IAU | ISHARES GOLD TR | $81.22 | -3.63% | 30.01% | 135.01% | $11.4M | 4.65% | +45,178 | +53.4% |
| 7 | VXUS | VANGUARD STAR FDS | $83.03 | -3.73% | 25.97% | 48.87% | $8.7M | 3.54% | +57 | +0.1% |
| 8 | SHV | ISHARES TR | $110.12 | 0.03% | 4.27% | 17.77% | $6.7M | 2.74% | −2,236 | −3.5% |
| 9 | IEI | ISHARES TR | $116.73 | -0.38% | 3.63% | 0.21% | $2.5M | 1.01% | +254 | +1.2% |
| 10 | AGG | ISHARES TR | $98.17 | -0.50% | 5.32% | -1.36% | $2.3M | 0.93% | −5,375 | −18.9% |
| 11 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | 33.69% | 99.06% | $1.8M | 0.71% | — | HELD |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $58.03 | -3.78% | 23.65% | 32.53% | $1.5M | 0.59% | — | HELD |
| 13 | SCHX | SCHWAB STRATEGIC TR | $29.05 | -2.65% | 23.85% | 74.97% | $1.3M | 0.52% | — | HELD |
| 14 | VNQ | VANGUARD INDEX FDS | $96.79 | 0.72% | 11.98% | 9.39% | $1.2M | 0.50% | — | HELD |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $1.2M | 0.49% | — | HELD |
| 16 | SPGM | SPDR INDEX SHS FDS | $83.75 | -3.08% | 28.56% | 66.87% | $487K | 0.20% | — | HELD |
| 17 | SCHF | SCHWAB STRATEGIC TR | $26.81 | -3.77% | 26.99% | 57.05% | $313K | 0.13% | +19 | +0.2% |
| 18 | IJH | ISHARES TR | $73.95 | -2.00% | 22.71% | 46.95% | $292K | 0.12% | — | HELD |
| 19 | IDV | ISHARES TR | $43.42 | -1.63% | 33.53% | 79.53% | $291K | 0.12% | — | HELD |
| 20 | IVE | ISHARES TR | $226.54 | -1.15% | 20.41% | 66.77% | $264K | 0.11% | — | HELD |
| 21 | IJR | ISHARES TR | $137.68 | -1.84% | 29.63% | 34.80% | $237K | 0.10% | −1,160 | −37.8% |
| 22 | SHY | ISHARES TR | $81.86 | -0.21% | 3.62% | 8.72% | — | — | −31,705 | EXITED |
| 23 | MBB | ISHARES TR | $93.74 | -0.50% | 6.97% | 1.02% | — | — | −3,169 | EXITED |
Source: SEC EDGAR · accession 0001820363-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.