Vernal Point Advisors, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$245,952
Net value change ($000)
+3,448 (1.4%)
New positions
0
Sold out positions
2
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IAU 4,575 66.6%
EMLP 3,149 32.0%
VGIT 1,624 13.4%
VXUS 194 2.3%
IDV 21 7.8%
IEI 14 0.6%
SCHWAB STRATEGIC TRUST 10 3.3%
VWO 8 0.6%
IJH 7 2.5%
VNQ 3 0.2%
Top Reduces (Value $000, Stocks/ETFs)
SHY -2,626 -100.0%
VGSH -865 -3.0%
VTI -794 -3.1%
AGG -551 -19.4%
VT -412 -0.3%
MBB -302 -100.0%
SHV -232 -3.3%
IJR -131 -35.6%
QQQ -112 -6.0%
SCHX -63 -4.7%
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