VanderPol Investments L.L.C.

Registered adviser

CIK

2015682

Location

CALEDONIA, MI

Portfolio Value

Micro $56,731,330

Diversification

Diversified

Filing Date

Global Rank

#8,579 / 8,854 ▼ 723 · as of Dec 2025

Top Industry

Semiconductors 14.5%

Period ended 10 months ago

Filed Feb 4, 2026 · 9mo

9 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 168174

Roster of Nov 1, 2026

Regulatory AUM

$118,125,821

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$118,125,821	Individuals and high net worth (95%)
Apr 2025 to Mar 2026	$108,235,157	Individuals and high net worth (94%)
Apr 2024 to Mar 2025	$123,126,425	Individuals and high net worth (98%)
May 2023 to Mar 2024	$122,656,065	Individuals and high net worth (99%)

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.8% of the book (60%+)

Turnover

Medium turnover

34.1% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 7.3 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 72.4%; sector active share 61.7% against the combined 13F book's sector weights.

Over time 9 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 backtest

Portfolio Concentration

56 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

28.7%

+1.1 pts

Top 5

70.2%

−0.9 pts

Top 10

81.1%

−1.1 pts

HHI

1,388

Diversified−65

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	76.9%	$43,643,505	25
Technology	7.6%	$4,300,070	6
Financial Services	3.8%	$2,170,208	7
Consumer Cyclical	3.3%	$1,865,821	5
Healthcare	2.8%	$1,578,134	4
Communication Services	2.7%	$1,542,296	4
Energy	1.1%	$614,629	2
Industrials	0.9%	$528,246	2
Consumer Defensive	0.9%	$488,421	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHZ	Schwab U.S. Aggregate Bond ETF	+51,177	181,981	$4,252,895
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+22,145	94,649	$2,240,341
BWX	Spdr Series Trust	+6,756	59,277	$1,335,510
DXUV	Dimensional US Vector Equity ETF	+5,599	22,377	$1,337,697
DFGR	Dimensional Global Real Estate ETF	+5,010	17,763	$469,298
SCHO	Schwab Short-Term U.S. Treasury ETF	+4,818	30,910	$753,276
SCHX	Schwab U.S. Large-Cap ETF	+4,348	291,822	$7,852,930
BCD	abrdn ETFs	+4,254	74,259	$2,299,058
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+2,823	13,820	$457,165
NFLX	Netflix Inc	+2,371	2,627	$246,307
DFAC	Dimensional U.S. Core Equity 2 ETF	+1,651	17,074	$675,959
DXIV	Dimensional International Vector Equity ETF	+1,356	6,865	$446,705
IEMG	iShares Trust	+1,233	26,011	$0
IDEV	iShares Core MSCI International Developed Markets ETF	+1,185	28,290	$2,333,359
BTC	Grayscale Bitcoin Mini Trust ETF	+325	7,763	$300,660
NVDA	Nvidia Corp	+318	6,367	$1,187,445
EDV	Vanguard World Fund	+239	3,196	$207,771
DFAU	Dimensional US Core Equity Market ETF	+177	13,237	$619,491
XOM	ExxonMobil Holdings Corp	+152	3,038	$365,592
AAPL	Apple Inc.	+116	3,717	$1,010,503
TPLC	Timothy Plan US Large/Mid Cap Core ETF	+86	6,583	$299,197
AMZN	Amazon Com Inc	+38	2,847	$657,144
SYK	Stryker Corp	+28	2,084	$732,463
JPM	Jpmorgan Chase & Co	+28	1,268	$408,574
GOOGL	Alphabet Inc.	+27	1,240	$388,120
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
SCHP	Schwab U.S. TIPS ETF	−4,273	130,013	$3,444,044
IBND	State Street(R) SPDR(R) Bloomberg International Corporate Bond ETF	−3,715	40,835	$1,311,211
MUFG	Mitsubishi Ufj Financial Group Inc	−3,197	11,871	$188,274
SPY	Spdr S&P 500 ETF Trust	−1,700	6,500	$4,432,480
CSCO	Cisco Systems, Inc.	−485	3,026	$233,092
DFAE	Dimensional Emerging Core Equity Market ETF	−421	10,286	$335,015
WMT	Walmart Inc.	−356	4,384	$488,421
STIP	iShares 0-5 Year TIPS Bond ETF	−355	14,358	$1,470,115
ETH	Grayscale Ethereum Staking Mini ETF	−99	8,544	$239,744
META	Meta Platforms, Inc.	−86	890	$587,480
TM	Toyota Motor Corp	−83	1,168	$250,022
CRM	Salesforce, Inc.	−56	899	$238,154
TMO	Thermo Fisher Scientific Inc.	−49	364	$210,919
MCD	Mcdonalds Corp	−36	694	$212,107
HD	Home Depot, Inc.	−36	745	$256,354
CVX	Chevron Corp	−33	1,634	$249,037
RTX	RTX Corp	−23	1,451	$266,113
LLY	ELI LILLY & Co	−3	400	$429,872
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
BSOL	Bitwise Solana Staking ETF	14,750	$241,900
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	290	$218,596
WFC	Wells Fargo & Company	2,295	$213,894
JNJ	Johnson & Johnson	990	$204,880
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
SCMB	Schwab Municipal Bond ETF	24,975	$639,609
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	12,782	$318,655
LIN	Linde PLC	487	$231,325
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $56,731,330 total · filing declares 65 positions · $57,532,897 · as of Dec 31, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Reduced	15,400	-3,400	$10,501,568	−16.1%	7	$560.97	18.51%
SCHX	Schwab U.S. Large-Cap ETF	Added	291,822	+4,348	$7,852,930	+3.7%	9	before history	13.84%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	181,981	+51,177	$4,252,895	+38.5%	9	before history	7.50%
SCHP	Schwab U.S. TIPS ETF	Reduced	130,013	-4,273	$3,444,044	−4.8%	5	unpriced	6.07%
IDEV	iShares Core MSCI International Developed Markets ETF	Added	28,290	+1,185	$2,333,359	+7.4%	9	before history	4.11%
BCD	abrdn ETFs	Added	74,259	+4,254	$2,299,058	−4.4%	9	before history	4.05%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Added	94,649	+22,145	$2,240,341	+29.1%	9	before history	3.95%
STIP	iShares 0-5 Year TIPS Bond ETF	Reduced	14,358	-355	$1,470,115	−3.3%	8	unpriced	2.59%
DXUV	Dimensional US Vector Equity ETF	Added	22,377	+5,599	$1,337,697	+36.4%	5	$54.71	2.36%
BWX	Spdr Series Trust	Added	59,277	+6,756	$1,335,510	+10.6%	3	$22.82	2.35%
IBND	State Street(R) SPDR(R) Bloomberg International Corporate Bond ETF	Reduced	40,835	-3,715	$1,311,211	−8.8%	3	$31.26	2.31%
NVDA	Nvidia Corp Technology	Added	6,367	+318	$1,187,445	+5.2%	9	before history	2.09%
AAPL	Apple Inc. Technology	Added	3,717	+116	$1,010,503	+10.2%	9	before history	1.78%
MSFT	Microsoft Corp Technology	Added	1,898	+6	$917,910	−6.3%	9	before history	1.62%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	30,910	+4,818	$753,276	+18.3%	9	before history	1.33%
SYK	Stryker Corp Healthcare	Added	2,084	+28	$732,463	−3.6%	9	before history	1.29%
AVGO	Broadcom Inc. Technology	Added	2,060	+5	$712,966	+5.2%	8	unpriced	1.26%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	17,074	+1,651	$675,959	+13.6%	9	before history	1.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,847	+38	$657,144	+6.5%	9	before history	1.16%
DFAU	Dimensional US Core Equity Market ETF	Added	13,237	+177	$619,491	+3.7%	9	before history	1.09%
META	Meta Platforms, Inc. Communication Services	Reduced	890	-86	$587,480	−18.0%	9	before history	1.04%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,090	+20	$490,194	+3.0%	6	$236.65	0.86%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,384	-356	$488,421	−0.0%	7	$63.53	0.86%
DFGR	Dimensional Global Real Estate ETF	Added	17,763	+5,010	$469,298	+34.7%	4	$26.48	0.83%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	13,820	+2,823	$457,165	+29.6%	5	$28.44	0.81%
DXIV	Dimensional International Vector Equity ETF	Added	6,865	+1,356	$446,705	+31.8%	4	$54.01	0.79%
V	Visa Inc. Financial Services	Added	1,235	+8	$433,126	+3.4%	9	before history	0.76%
LLY	ELI LILLY & Co Healthcare	Reduced	400	-3	$429,872	+39.8%	7	$800.67	0.76%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,268	+28	$408,574	+4.5%	7	$214.16	0.72%
GOOGL	Alphabet Inc. Communication Services	Added	1,240	+27	$388,120	+31.6%	9	before history	0.68%
XOM	ExxonMobil Holdings Corp Energy	Added	3,038	+152	$365,592	+12.4%	7	$115.70	0.64%
MA	Mastercard Inc Financial Services	Added	591	+5	$337,390	+1.2%	7	$470.75	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	670	0	$336,775	−0.0%	6	$455.87	0.59%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	10,286	-421	$335,015	−0.8%	9	before history	0.59%
GOOG	Alphabet Inc. Communication Services	Held	1,021	0	$320,389	+28.8%	2	$210.20	0.56%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	7,763	+325	$300,660	−20.2%	2	$50.46	0.53%
TPLC	Timothy Plan US Large/Mid Cap Core ETF	Added	6,583	+86	$299,197	−0.5%	2	$45.65	0.53%
RTX	RTX Corp Industrials	Reduced	1,451	-23	$266,113	+7.9%	4	$126.79	0.47%
GE	General Electric Co Industrials	Added	851	+24	$262,133	+5.4%	3	$224.20	0.46%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	745	-36	$256,354	−19.0%	7	$351.37	0.45%
BAC	Bank Of America Corp Financial Services	Added	4,585	+6	$252,175	+6.7%	2	$48.79	0.44%
TM	Toyota Motor Corp Consumer Cyclical	Reduced	1,168	-83	$250,022	+4.6%	8	$219.64	0.44%
CVX	Chevron Corp Energy	Reduced	1,634	-33	$249,037	−3.8%	7	$158.56	0.44%
NFLX	Netflix Inc Communication Services	Added	2,627	+2,371	$246,307	−19.7%	3	unpriced	0.43%
BSOL	Bitwise Solana Staking ETF	NEW	14,750	NEW	$241,900	NEW	1	$18.62	0.43%
ETH	Grayscale Ethereum Staking Mini ETF	Reduced	8,544	-99	$239,744	−29.2%	2	$36.93	0.42%
CRM	Salesforce, Inc. Technology	Reduced	899	-56	$238,154	+5.2%	9	before history	0.42%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,026	-485	$233,092	−3.0%	5	$57.33	0.41%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	NEW	290	NEW	$218,596	NEW	1	unpriced	0.39%
WFC	Wells Fargo & Company Financial Services	NEW	2,295	NEW	$213,894	NEW	1	$86.82	0.38%

Showing the top 50 of 56 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.