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Vernal Point Advisors, LLC
Vernal Point Advisors, LLC is an SEC-registered investment adviser headquartered in San Francisco, California. The firm serves primarily high net worth individuals and charitable organizations, with approximately 20 employees as of 2025. Founded in 2011, Vernal Point Advisors offers portfolio management, investment advisory, and other related wealth management services to its clients.
Investment Strategy
Vernal Point Advisors, LLC takes a diversified investment approach, primarily managing discretionary and non-discretionary accounts for high net worth individuals and charitable organizations. The firm's 13F filings show a focus on ETF and index fund strategies, particularly holdings such as broad-based VANGUARD funds (e.g., VT, VGSH, VTI), as well as some involvement in alternative strategies through private pooled investment vehicles. Their philosophy appears grounded in strategic asset allocation, risk management, and tailored client solutions.
Latest 13F Filing Activity
Vernal Point Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $171M. The fund increased holdings in Vanguard Intl Equity Index F, Ishares TR, Ishares Gold TR among other positions. Vernal Point Advisors, LLC reduced exposure to Vanguard Index FDS, Ishares TR, Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VT | VANGUARD INTL EQUITY INDEX F | 38.18% | $65.5M | 509,308 | $112.97 | $128.52 | +$10.9M |
V VGSH | VANGUARD SCOTTSDALE FDS | 22.74% | $39.0M | 663,193 | $58.30 | $58.78 | -$951.8K |
V VGIT | VANGUARD SCOTTSDALE FDS | 7.22% | $12.4M | 206,917 | $59.10 | $59.81 | +$1.5M |
V VTI | VANGUARD INDEX FDS | 5.89% | $10.1M | 33,136 | $239.37 | $303.93 | +$804.5K |
A AGG | ISHARES TR | 5.22% | $9.0M | 90,275 | $98.82 | $99.20 | -$1.0M |
Industry Allocation
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