2026 Q2 Portfolio Activity
In 2026 Q2, Vernal Point Advisors, LLC maintained a portfolio of 21 distinct positions. They heavily accumulated shares in VANGUARD SCOTTSDALE FDS, increasing the position by 57.2%. Conversely, Vernal Point Advisors, LLC completely exited their position in ISHARES TR.
Position History
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Total Positions
21
Quarter
2026 Q2
Top Holding
VT (50.6%)
Top 10 Concentration
97.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-21 of 21
Vernal Point Advisors, LLC Full Holdings List — 2026 Q2
| 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 | 50.59% | 51.34% |
#1
Prev: #1
|
6.5 |
—
|
41,808 | 4.6% |
P
S
|
954,731 | $149,844,966 |
$121.21
+32.8%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 14.67% | 11.31% |
#2
Prev: #2
|
8.5 |
—
|
271,513 | 57.2% |
P
S
|
746,524 | $43,447,698 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 9.78% | 10.03% |
#3
Prev: #3
|
5.4 |
—
|
1,397 | 1.8% |
P
S
|
78,259 | $28,958,960 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 5.43% | 5.59% |
#4
Prev: #4
|
4.7 |
—
|
41,689 | 18.1% |
P
S
|
272,570 | $16,076,192 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EMLP
FIRST TR EXCHAN...
|
ETF | 5.23% | 5.28% |
#5
Prev: #5
|
4.6 |
—
|
58,478 | 19.6% |
P
S
|
356,136 | $15,491,899 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHV
ISHARES TR
|
ETF | 3.49% | 2.74% |
#6
2
Prev: #8
|
4.4 |
—
|
32,668 | 53.6% |
P
S
|
93,669 | $10,336,374 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 3.32% | 3.54% |
#7
Prev: #7
|
1.8 |
—
|
2,016 | 1.8% |
P
S
|
115,083 | $9,838,454 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 3.31% | 4.65% |
#8
2
Prev: #6
|
2.3 |
—
|
no change | no change |
P
S
|
129,807 | $9,801,727 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AGG
ISHARES TR
|
ETF | 0.77% | 0.93% |
#9
1
Prev: #10
|
1.3 |
—
|
no change | no change |
P
S
|
23,009 | $2,277,431 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.76% | 0.71% |
#10
1
Prev: #11
|
1.3 |
—
|
no change | no change |
P
S
|
3,035 | $2,237,443 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.54% | 0.59% |
#11
1
Prev: #12
|
1.2 |
—
|
no change | no change |
P
S
|
27,023 | $1,613,003 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.49% | 0.52% |
#12
1
Prev: #13
|
1.2 |
—
|
no change | no change |
P
S
|
49,806 | $1,465,791 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.47% | 0.49% |
#13
2
Prev: #15
|
1.2 |
—
|
no change | no change |
P
S
|
1,844 | $1,380,554 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.45% | 0.50% |
#14
Prev: #14
|
1.2 |
—
|
no change | no change |
P
S
|
13,805 | $1,331,216 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPGM
SPDR INDEX SHS ...
|
ETF | 0.19% | 0.20% |
#15
1
Prev: #16
|
1.1 |
—
|
no change | no change |
P
S
|
6,435 | $551,286 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.12% | 0.13% |
#16
1
Prev: #17
|
1.0 |
—
|
no change | no change |
P
S
|
12,639 | $350,103 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IJH
ISHARES TR
|
ETF | 0.11% | 0.12% |
#17
1
Prev: #18
|
1.0 |
—
|
no change | no change |
P
S
|
4,320 | $333,115 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IVE
ISHARES TR
|
ETF | 0.10% | 0.11% |
#18
2
Prev: #20
|
1.0 |
—
|
no change | no change |
P
S
|
1,250 | $283,825 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IDV
ISHARES TR
|
Bond/Debt | 0.10% | 0.12% |
#19
Prev: #19
|
1.0 |
—
|
no change | no change |
P
S
|
6,845 | $283,588 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IJR
ISHARES TR
|
ETF | 0.10% | 0.10% |
#20
1
Prev: #21
|
1.0 |
—
|
no change | no change |
P
S
|
1,906 | $282,679 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IEI
ISHARES TR
|
ETF | 0.00% | 1.01% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-20,964 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-21 of 21 holdings