Latest Vernal Point Advisors, LLC Stock Portfolio
$245Million– No. of Holdings #21
Vernal Point Advisors, LLC Performance:
2026 Q1: -0.57%YTD: -0.57%2025: 10.83%
Performance for 2026 Q1 is -0.57%, and YTD is -0.57%, and 2025 is 10.83%.
About Vernal Point Advisors, LLC and 13F Hedge Fund Stock Holdings
On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Vernal Point Advisors, LLC reported an equity portfolio of $246 Millions as of 31 Mar, 2026.
The top stock holdings of Vernal Point Advisors, LLC are VEU, BNDW, VB. The fund has invested 51.3% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 11.3% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off ISHARES TR (IJR) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES GOLD TR (IAU), FIRST TR EXCHANGE-TRADED FD (ECLN) and VANGUARD SCOTTSDALE FDS (BNDW).
The top stock holdings of Vernal Point Advisors, LLC are VEU, BNDW, VB. The fund has invested 51.3% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 11.3% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off ISHARES TR (IJR) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES GOLD TR (IAU), FIRST TR EXCHANGE-TRADED FD (ECLN) and VANGUARD SCOTTSDALE FDS (BNDW).
Vernal Point Advisors, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
Vernal Point Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Vernal Point Advisors, LLC made a return of -0.57% in the last quarter. In trailing 12 months, it's portfolio return was 10.4%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares gold tr | 53.38 |
| first tr exchange-traded fd | 14.47 |
| vanguard scottsdale fds | 14.12 |
| vanguard intl equity index f | 1.65 |
| vanguard index fds | 1.25 |
| ishares tr | 1.23 |
| schwab strategic tr | 0.15 |
| vanguard star fds | 0.05 |
Additions to existing portfolio by Vernal Point Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -37.83 |
| ishares tr | -18.94 |
| ishares tr | -3.54 |
| vanguard scottsdale fds | -2.7 |
Vernal Point Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -2,625,810 |
| ishares tr | -301,752 |
Vernal Point Advisors, LLC got rid off the above stocks
Sector Distribution
Vernal Point Advisors, LLC has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Vernal Point Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Vernal Point Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| ECLN | 14.2 % | |
| AAXJ | 7.9 % | |
| IAU | 7.0 % | |
| FNDA | 3.0 % | |
| IJR | 2.8 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| ECLN | 1.6 M | |
| IAU | 0.7 M | |
| VXUS | 0.2 M | |
| AAXJ | 0.0 M | |
| AAXJ | 0.0 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| QQQ | -6.0 % | |
| FNDA | -4.7 % | |
| SPY | -4.7 % | |
| VB | -4.3 % | |
| VEU | -1.9 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VEU | -2.5 M | |
| VB | -1.1 M | |
| QQQ | -0.1 M | |
| BNDW | -0.1 M | |
| BNDW | -0.1 M | |
Vernal Point Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Vernal Point Advisors, LLC
Vernal Point Advisors, LLC has 21 stocks in it's portfolio. About 96.4% of the portfolio is in top 10 stocks. VEU proved to be the most loss making stock for the portfolio. ECLN was the most profitable stock for Vernal Point Advisors, LLC last quarter.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 2.74 | 61,001 | 6,733,900 | reduced | -3.54 | ||
| AAXJ | ishares tr | 1.01 | 20,964 | 2,486,330 | added | 1.23 | ||
| AAXJ | ishares tr | 0.12 | 6,845 | 291,323 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard scottsdale fds | 11.31 | 475,011 | 27,807,200 | reduced | -2.7 | ||
| BNDW | vanguard scottsdale fds | 5.59 | 230,881 | 13,749,000 | added | 14.12 | ||
| CWI | spdr index shs fds | 0.20 | 6,435 | 487,194 | unchanged | 0.00 | ||
| ECLN | first tr exchange-traded fd | 5.28 | 297,658 | 12,995,700 | added | 14.47 | ||
| FNDA | schwab strategic tr | 0.52 | 49,806 | 1,277,030 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 0.13 | 12,639 | 312,815 | added | 0.15 | ||
| IAU | ishares gold tr | 4.65 | 129,807 | 11,443,800 | added | 53.38 | ||
| IJR | ishares tr | 0.93 | 23,009 | 2,284,100 | reduced | -18.94 | ||
| IJR | ishares tr | 0.12 | 4,320 | 291,730 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.11 | 1,250 | 263,938 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.10 | 1,906 | 236,935 | reduced | -37.83 | ||
| IJR | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| QQQ | invesco qqq tr | 0.71 | 3,035 | 1,751,740 | unchanged | 0.00 | ||
| SPY | state str spdr s&p 500 etf t | 0.49 | 1,844 | 1,202,540 | unchanged | 0.00 | ||
| VB | vanguard index fds | 10.03 | 76,862 | 24,658,100 | added | 1.25 | ||
| VB | vanguard index fds | 0.50 | 13,805 | 1,224,500 | unchanged | 0.00 | ||