2026 Q1 Portfolio Activity
In 2026 Q1, Vernal Point Advisors, LLC maintained a portfolio of 23 distinct positions. They heavily accumulated shares in ISHARES GOLD TR, increasing the position by 53.4%. Conversely, Vernal Point Advisors, LLC completely exited their position in ISHARES TR.
Position History
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Total Positions
23
Quarter
2026 Q1
Top Holding
VT (51.3%)
Top 10 Concentration
96.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-23 of 23
Vernal Point Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VT
VANGUARD INTL E...
|
ETF | 51.34% | 52.24% |
#1
Prev: #1
|
6.5 |
—
|
14,814 | 1.6% |
P
S
|
912,923 | $126,275,457 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 11.31% | 11.82% |
#2
Prev: #2
|
6.0 |
—
|
-13,185 | -2.7% |
P
S
|
475,011 | $27,807,160 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 10.03% | 10.50% |
#3
Prev: #3
|
5.5 |
—
|
946 | 1.2% |
P
S
|
76,862 | $24,658,098 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 5.59% | 5.00% |
#4
Prev: #4
|
4.7 |
—
|
28,561 | 14.1% |
P
S
|
230,881 | $13,748,977 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EMLP
FIRST TR EXCHAN...
|
ETF | 5.28% | 4.06% |
#5
Prev: #5
|
4.6 |
—
|
37,636 | 14.5% |
P
S
|
297,658 | $12,995,733 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 4.65% | 2.83% |
#6
2
Prev: #8
|
4.9 |
—
|
45,178 | 53.4% |
P
S
|
129,807 | $11,443,785 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 3.54% | 3.52% |
#7
1
Prev: #6
|
1.9 |
—
|
57 | 0.1% |
P
S
|
113,067 | $8,718,604 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SHV
ISHARES TR
|
ETF | 2.74% | 2.87% |
#8
1
Prev: #7
|
1.6 |
—
|
-2,236 | -3.5% |
P
S
|
61,001 | $6,733,900 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEI
ISHARES TR
|
ETF | 1.01% | 1.02% |
#9
2
Prev: #11
|
0.9 |
—
|
254 | 1.2% |
P
S
|
20,964 | $2,486,330 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AGG
ISHARES TR
|
ETF | 0.93% | 1.17% |
#10
1
Prev: #9
|
0.9 |
—
|
-5,375 | -18.9% |
P
S
|
23,009 | $2,284,103 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.71% | 0.77% |
#11
1
Prev: #12
|
1.3 |
—
|
no change | no change |
P
S
|
3,035 | $1,751,741 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.59% | 0.60% |
#12
1
Prev: #13
|
1.2 |
—
|
no change | no change |
P
S
|
27,023 | $1,460,593 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.52% | 0.55% |
#13
1
Prev: #14
|
1.2 |
—
|
no change | no change |
P
S
|
49,806 | $1,277,026 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.50% | 0.50% |
#14
2
Prev: #16
|
1.2 |
—
|
no change | no change |
P
S
|
13,805 | $1,224,504 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.49% | 0.52% |
#15
Prev: #15
|
1.2 |
—
|
no change | no change |
P
S
|
1,844 | $1,202,541 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPGM
SPDR INDEX SHS ...
|
ETF | 0.20% | 0.20% |
#16
1
Prev: #17
|
1.1 |
—
|
no change | no change |
P
S
|
6,435 | $487,194 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.13% | 0.13% |
#17
2
Prev: #19
|
0.6 |
—
|
19 | 0.2% |
P
S
|
12,639 | $312,815 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJH
ISHARES TR
|
ETF | 0.12% | 0.12% |
#18
3
Prev: #21
|
1.0 |
—
|
no change | no change |
P
S
|
4,320 | $291,730 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IDV
ISHARES TR
|
Bond/Debt | 0.12% | 0.11% |
#19
3
Prev: #22
|
1.0 |
—
|
no change | no change |
P
S
|
6,845 | $291,323 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVE
ISHARES TR
|
ETF | 0.11% | 0.11% |
#20
3
Prev: #23
|
1.0 |
—
|
no change | no change |
P
S
|
1,250 | $263,938 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJR
ISHARES TR
|
ETF | 0.10% | 0.15% |
#21
3
Prev: #18
|
0.0 |
—
|
-1,160 | -37.8% |
P
S
|
1,906 | $236,935 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MBB
ISHARES TR
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-3,169 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SHY
ISHARES TR
|
ETF | 0.00% | 1.08% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-31,705 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-23 of 23 holdings