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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VT | VANGUARD INTL EQUITY INDEX F | $155.45 | 2.12% | 20.62% | 57.90% | $126.3M | 51.34% | — | HELD |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $58.13 | 0.02% | 2.62% | 9.75% | $27.8M | 11.31% | — | HELD |
| 3 | VTI | VANGUARD INDEX FDS | $366.33 | 1.64% | 19.26% | 65.80% | $24.7M | 10.03% | — | HELD |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $58.45 | 0.03% | 1.25% | -0.79% | $13.7M | 5.59% | — | HELD |
| 5 | EMLP | FIRST TR EXCHANGE-TRADED FD | $43.81 | -0.25% | 18.95% | 113.39% | $13.0M | 5.28% | — | HELD |
| 6 | IAU | ISHARES GOLD TR | $77.30 | 1.66% | 20.15% | 120.21% | $11.4M | 4.65% | — | HELD |
| 7 | VXUS | VANGUARD STAR FDS | $84.77 | 2.89% | 24.24% | 46.24% | $8.7M | 3.54% | — | HELD |
| 8 | SHV | ISHARES TR | $110.37 | 0.01% | 3.72% | 18.39% | $6.7M | 2.74% | — | HELD |
| 9 | IEI | ISHARES TR | $116.64 | 0.06% | 1.24% | 0.59% | $2.5M | 1.01% | — | HELD |
| 10 | AGG | ISHARES TR | $97.61 | 0.06% | 2.12% | -1.50% | $2.3M | 0.93% | — | HELD |
| 11 | QQQ | INVESCO QQQ TR | $683.36 | 3.27% | 20.05% | 79.46% | $1.8M | 0.71% | — | HELD |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $58.19 | 2.24% | 17.90% | 27.36% | $1.5M | 0.59% | — | HELD |
| 13 | SCHX | SCHWAB STRATEGIC TR | $29.25 | 1.53% | 19.85% | 71.32% | $1.3M | 0.52% | — | HELD |
| 14 | VNQ | VANGUARD INDEX FDS | $99.49 | -1.16% | 17.59% | 12.35% | $1.2M | 0.50% | — | HELD |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $741.92 | 1.71% | 18.63% | 72.84% | $1.2M | 0.49% | — | HELD |
| 16 | SPGM | SPDR INDEX SHS FDS | $84.89 | 2.09% | 22.60% | 61.70% | $487K | 0.20% | — | HELD |
| 17 | SCHF | SCHWAB STRATEGIC TR | $27.59 | 3.18% | 27.58% | 55.74% | $313K | 0.13% | — | HELD |
| 18 | IJH | ISHARES TR | $75.35 | 0.83% | 21.62% | 45.60% | $292K | 0.12% | — | HELD |
| 19 | IDV | ISHARES TR | $44.44 | 1.80% | 34.51% | 87.63% | $291K | 0.12% | — | HELD |
| 20 | IVE | ISHARES TR | $232.16 | -0.09% | 21.50% | 68.96% | $264K | 0.11% | — | HELD |
| 21 | IJR | ISHARES TR | $145.50 | 0.82% | 34.80% | 39.06% | $237K | 0.10% | — | HELD |
Source: SEC EDGAR · accession 0001820363-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.