Vernal Point Advisors, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $3,938,000,000 | Individuals and high net worth (97%) |
| Apr 2025 to Mar 2026 | $2,741,700,000 | Individuals and high net worth (89%) |
| Apr 2024 to Mar 2025 | $1,594,146,000 | Individuals and high net worth (85%) |
| May 2023 to Mar 2024 | $1,168,849,000 | Individuals and high net worth (87%) |
| Apr 2023 | $1,168,849,000 | Individuals and high net worth (87%) |
| Apr 2022 to Mar 2023 | $1,053,666,055 | Individuals and high net worth (88%) |
In the firm's words
- Wealth management / planning:
Vernal Point is a financial advisory firm dedicated to providing personalized, confidential financial planning, investment management, and family office services to our clients.
- Multi-asset:
We develop a diversified investment portfolio by mixing different assets in varying proportions depending on client objectives and current economic climate.
- Fixed income / rates:
When we make investment recommendations, asset allocation techniques are used which include mutual funds, exchange traded funds (“ETFs”), stocks, bonds, and alternative investments of varying characteristics and from both the United States and foreign markets.
- Private markets:
The investment vehicles used to invest in the various asset classes are mutual funds, exchanged traded funds (ETFs), private funds (limited partnerships and LLCs), Real Estate Investments Trusts (REITS), separate accounts, direct investments, covered options and other derivatives.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 92.4%; sector active share 87.1% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $296,180,372 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +271,513 | 746,524 | $43,447,696 | |
| EMLP | First Trust North American Energy Infrastructure Fund | +58,478 | 356,136 | $15,491,916 | |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | +41,808 | 954,731 | $149,845,030 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +41,689 | 272,570 | $16,076,178 | |
| SHV | iShares 0-1 Year Treasury Bond ETF | +32,668 | 93,669 | $10,336,374 | |
| VXUS | Vanguard Total International Stock ETF | +2,016 | 115,083 | $9,838,445 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +1,397 | 78,259 | $28,958,960 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IEI | iShares 3-7 Year Treasury Bond ETF | 20,964 | $2,486,330 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VT |
VANGUARD TOTAL WORLD STOCK INDEX FUND
|
Added | 954,731 | $149,845,030 | 50.59% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Added | 746,524 | $43,447,696 | 14.67% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 78,259 | $28,958,960 | 9.78% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 272,570 | $16,076,178 | 5.43% | |
| EMLP |
First Trust North American Energy Infrastructure Fund
|
Added | 356,136 | $15,491,916 | 5.23% | |
| SHV |
iShares 0-1 Year Treasury Bond ETF
|
Added | 93,669 | $10,336,374 | 3.49% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 115,083 | $9,838,445 | 3.32% | |
| IAU |
Ishares Gold Trust
|
Held | 129,807 | $9,801,726 | 3.31% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Held | 23,009 | $2,277,430 | 0.77% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 3,035 | $2,234,974 | 0.75% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Held | 27,023 | $1,613,002 | 0.54% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Held | 49,806 | $1,465,790 | 0.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,844 | $1,377,043 | 0.46% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Held | 13,805 | $1,331,216 | 0.45% | |
| SPGM |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
|
Held | 6,435 | $551,286 | 0.19% | |
| SCHF |
Schwab International Equity ETF
|
Held | 12,639 | $350,100 | 0.12% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Held | 4,320 | $333,115 | 0.11% | |
| IVE |
iShares S&P 500 Value ETF
|
Held | 1,250 | $283,825 | 0.10% | |
| IDV |
iShares International Select Dividend ETF
|
Held | 6,845 | $283,588 | 0.10% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Held | 1,906 | $282,678 | 0.10% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.