Vernal Point Advisors, LLC Top Holdings and 13F Report (2025) About Vernal Point Advisors, LLCInvestment ActivityVernal Point Advisors, LLC has $245.95 million in total holdings as of June 30, 2025.Vernal Point Advisors, LLC owns shares of 21 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.95% of the portfolio was purchased this quarter.About 1.88% of the portfolio was sold this quarter.This quarter, Vernal Point Advisors, LLC has purchased 23 new stocks and bought additional shares in 8 stocks.Vernal Point Advisors, LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total World Stock ETF $126,275,457Vanguard Short-Term Treasury ETF $27,807,160Vanguard Total Stock Market ETF $24,658,098Vanguard Intermediate-Term Treasury ETF $13,748,977First Trust North American Energy Infrastructure Fund $12,995,733 Largest Purchases this Quarter iShares Gold Trust 45,178 shares (about $3.98M)Vanguard Total World Stock ETF 14,814 shares (about $2.05M)Vanguard Intermediate-Term Treasury ETF 28,561 shares (about $1.70M)First Trust North American Energy Infrastructure Fund 37,636 shares (about $1.64M)Vanguard Total Stock Market ETF 946 shares (about $303.49K) Largest Sales this Quarter Vanguard Short-Term Treasury ETF 13,185 shares (about $771.85K)iShares Core U.S. Aggregate Bond ETF 5,375 shares (about $533.58K)iShares Short Treasury Bond ETF 2,236 shares (about $246.83K)iShares Core S&P Small-Cap ETF 1,160 shares (about $144.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVernal Point Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVanguard Total World Stock ETF$126,275,457$2,049,072 â–²1.6%912,92351.3%ETFVGSHVanguard Short-Term Treasury ETF$27,807,160$771,850 â–¼-2.7%475,01111.3%ETFVTIVanguard Total Stock Market ETF$24,658,098$303,486 â–²1.2%76,86210.0%ETFVGITVanguard Intermediate-Term Treasury ETF$13,748,977$1,700,809 â–²14.1%230,8815.6%ETFEMLPFirst Trust North American Energy Infrastructure Fund$12,995,733$1,643,186 â–²14.5%297,6585.3%ETFIAUiShares Gold Trust$11,443,785$3,982,892 â–²53.4%129,8074.7%FinanceVXUSVanguard Total International Stock ETF$8,718,604$4,395 â–²0.1%113,0673.5%ETFSHViShares Short Treasury Bond ETF$6,733,900$246,832 â–¼-3.5%61,0012.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$2,486,330$30,124 â–²1.2%20,9641.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,284,103$533,576 â–¼-18.9%23,0090.9%FinanceQQQInvesco QQQ$1,751,7410.0%3,0350.7%FinanceVWOVanguard FTSE Emerging Markets ETF$1,460,5930.0%27,0230.6%ETFSCHXSchwab US Large-Cap ETF$1,277,0260.0%49,8060.5%ETFVNQVanguard Real Estate ETF$1,224,5040.0%13,8050.5%ETFSPYSPDR S&P 500 ETF Trust$1,202,5410.0%1,8440.5%FinanceSPGMSPDR Portfolio MSCI Global Stock Market ETF$487,1940.0%6,4350.2%ETFSCHFSchwab International Equity ETF$312,815$470 â–²0.2%12,6390.1%ETFIJHiShares Core S&P Mid-Cap ETF$291,7300.0%4,3200.1%ETFIDViShares International Select Dividend ETF$291,3230.0%6,8450.1%ETFIVEiShares S&P 500 Value ETF$263,9380.0%1,2500.1%ETFIJRiShares Core S&P Small-Cap ETF$236,935$144,200 â–¼-37.8%1,9060.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$0$2,625,808 â–¼-100.0%00.0%ManufacturingMBBiShares MBS ETF$0$301,752 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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