Vernal Point Advisors, LLC
Strategy in plain words
auto-generated from filingsVernal Point Advisors, LLC is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $246.0M US long book across 21 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD TOT WORLD STK ETF, VANGUARD SHORT-TERM TREASURY, VANGUARD TOTAL STOCK MKT ETF, VANGUARD INTERMEDIATE-TERM T, FIRST TRUST NORTH AMERICAN E.
Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Vernal Point own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 21 | $246.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 23 | $242.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 22 | $231.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 19 | $171.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 19 | $150.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 19 | $145.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 20 | $129.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 26 | $140.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 30 | $117.0M | canonical | SEC ↗ |