Vernal Point Advisors, LLC

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$296,186
Net value change ($000)
+50,234 (20.4%)
New positions
0
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 23,570 18.7%
VGSH 15,641 56.2%
VTI 4,301 17.4%
SHV 3,602 53.5%
EMLP 2,496 19.2%
VGIT 2,327 16.9%
VXUS 1,119 12.8%
QQQ 485 27.7%
SCHX 189 14.8%
SPY 178 14.8%
Top Reduces (Value $000, Stocks/ETFs)
IEI -2,486 -100.0%
IAU -1,642 -14.3%
AGG -7 -0.3%
IDV -7 -2.4%
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