Vernal Point Advisors, LLC

Q3 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$276,840
Net value change ($000)
-19,346 (-6.5%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,453 1.6%
IAU 336 3.4%
SPACE EXPLORATION TECHN CORP 332 NEW
SPY 29 2.1%
SCHX 28 1.9%
QQQ 10 0.4%
SPGM 6 1.1%
IDV 5 1.8%
IVE 1 0.4%
Top Reduces (Value $000, Stocks/ETFs)
VTI -7,836 -27.1%
VGSH -7,185 -16.5%
VXUS -3,345 -34.0%
AGG -1,995 -87.6%
SHV -1,134 -11.0%
VGIT -620 -3.9%
EMLP -277 -1.8%
VNQ -94 -7.1%
IJR -24 -8.5%
IJH -22 -6.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type