Q2 2026 13F · SEC CIK 1820363
Vernal Point Advisors, LLC
Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $296.2M
- Reported positions
- 20
- Top holdings a year, 3 yrs
- +10.8%
- Assets under management
- $3.9B
Vernal Point Advisors, LLC is a wealth manager that reported 20 positions worth $296.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vanguard Intl Equity Index F (VT, 50.6%), Vanguard Scottsdale Fds (VGSH, 14.7%), Vanguard Index Fds (VTI, 9.8%). A portfolio copying its top holdings returned 10.8% a year over the last 3 years, against 18.8% for the S&P 500.
Vernal Point Advisors, LLC holdings all 20 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VTVanguard Intl Equity Index F | 50.6% | +4.6% | $149.8M |
| VGSHVanguard Scottsdale Fds | 14.7% | +57.2% | $43.4M |
| VTIVanguard Index Fds | 9.8% | +1.8% | $29.0M |
| VGITVanguard Scottsdale Fds | 5.4% | +18.1% | $16.1M |
| EMLPFirst Tr Exchange-Traded Fd | 5.2% | +19.6% | $15.5M |
| SHVIshares Tr | 3.5% | +53.6% | $10.3M |
| VXUSVanguard Star Fds | 3.3% | +1.8% | $9.8M |
| IAUIshares Gold Tr | 3.3% | +0.0% | $9.8M |
| AGGIshares Tr | 0.8% | +0.0% | $2.3M |
| QQQInvesco Qqq Tr | 0.8% | +0.0% | $2.2M |
| VWOVanguard Intl Equity Index F | 0.5% | +0.0% | $1.6M |
| SCHXSchwab Strategic Tr | 0.5% | +0.0% | $1.5M |
| SPYState Str Spdr S&p 500 ETF T | 0.5% | +0.0% | $1.4M |
| VNQVanguard Index Fds | 0.4% | +0.0% | $1.3M |
| SPGMSpdr Index Shs Fds | 0.2% | +0.0% | $551K |
| SCHFSchwab Strategic Tr | 0.1% | +0.0% | $350K |
| IJHIshares Tr | 0.1% | +0.0% | $333K |
| IVEIshares Tr | 0.1% | +0.0% | $284K |
| IDVIshares Tr | 0.1% | +0.0% | $284K |
| IJRIshares Tr | 0.1% | +0.0% | $283K |
What Vernal Point Advisors, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- VGSH Vanguard Scottsdale Fds+57.2% shares
- SHV Ishares Tr+53.6% shares
- EMLP First Tr Exchange-Traded Fd+19.6% shares
- VGIT Vanguard Scottsdale Fds+18.1% shares
Reduced
No position shrank by more than 5%.
Sold out
- IEI Ishares Trwas 1.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +15.0% /yr
- S&P 500 +20.1%
- 3 years
- +10.8% /yr
- S&P 500 +18.8%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $296.2M | 20 |
| Q1 2026 | $246.0M | 21 |
| Q4 2025 | $242.5M | 23 |
| Q3 2025 | $231.9M | 22 |
| Q2 2025 | $171.4M | 19 |
| Q1 2025 | $150.9M | 19 |
| Q4 2024 | $145.5M | 19 |
| Q3 2024 | $129.2M | 20 |
| Q2 2024 | $140.5M | 26 |
| Q1 2024 | $117.0M | 30 |
| Q4 2023 | $96.3M | 20 |
Questions about Vernal Point Advisors, LLC's portfolio
What stocks does Vernal Point Advisors, LLC own?
Vernal Point Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 20 positions worth $296.2M. The largest are Vanguard Intl Equity Index F (VT) at 50.6%, Vanguard Scottsdale Fds (VGSH) at 14.7%, Vanguard Index Fds (VTI) at 9.8%, Vanguard Scottsdale Fds (VGIT) at 5.4% and First Tr Exchange-Traded Fd (EMLP) at 5.2%.
What did Vernal Point Advisors, LLC buy last quarter?
In Q2 2026, Vernal Point Advisors, LLC added Vanguard Scottsdale Fds (VGSH) (+57.2% shares), Ishares Tr (SHV) (+53.6% shares) and First Tr Exchange-Traded Fd (EMLP) (+19.6% shares), compared with its Q1 2026 filing.
What did Vernal Point Advisors, LLC sell last quarter?
In Q2 2026, Vernal Point Advisors, LLC sold all of Ishares Tr (IEI), compared with its Q1 2026 filing.
How has Vernal Point Advisors, LLC's portfolio performed?
A portfolio copying Vernal Point Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.8% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +15.0% against +20.1%.
When is Vernal Point Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Vernal Point Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Vernal Point Advisors, LLC manage?
Vernal Point Advisors, LLC reported $3.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $296.2M.