Vernal Point Advisors, LLC

Q4 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$242,504
Net value change ($000)
+10,625 (4.6%)
New positions
1
Sold out positions
0
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VT 15,015 13.4%
VTI 1,492 6.2%
VWO 1,453 NEW
EMLP 1,247 14.5%
VXUS 1,048 14.0%
IAU 711 11.5%
QQQ 40 2.2%
SPY 29 2.4%
SCHX 28 2.1%
IDV 20 8.0%
Top Reduces (Value $000, Stocks/ETFs)
AGG -5,931 -67.7%
VGSH -3,376 -10.5%
MBB -630 -67.6%
SHV -313 -4.3%
VGIT -196 -1.6%
VNQ -40 -3.2%
SHY -4 -0.2%
IEI -3 -0.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type