Vernal Point Advisors, LLC
CIK 1820363 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- VT50.59%
- VGSH14.67%
- VTI9.78%
- VGIT5.43%
- EMLP5.23%
- SHV3.49%
- VXUS3.32%
- IAU3.31%
- AGG0.77%
- QQQ0.76%
Share classes counted separately97.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VGSHWeight increased · +3.36 pp11.31% → 14.67%Shares +271.51K (+57.16%)
- IAUWeight decreased · -1.34 pp4.65% → 3.31%Shares 0 (0.00%)
- VTWeight decreased · -0.75 pp51.34% → 50.59%Shares +41.81K (+4.58%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $149.84M | 50.59% | 954.73K shares | 51.34% → 50.59%-0.75 pp +41.81K (+4.58%) | Added | ▾ |
| 02 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $43.45M | 14.67% | 746.52K shares | 11.31% → 14.67%+3.36 pp +271.51K (+57.16%) | Added | ▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $28.96M | 9.78% | 78.26K shares | 10.03% → 9.78%-0.25 pp +1.40K (+1.82%) | Added | ▾ |
| 04 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $16.08M | 5.43% | 272.57K shares | 5.59% → 5.43%-0.16 pp +41.69K (+18.06%) | Added | ▾ |
| 05 | EMLPFIRST TRUST NORTH AMERICAN ENO AMER ENERGY View history and evidence | $15.49M | 5.23% | 356.14K shares | 5.28% → 5.23%-0.05 pp +58.48K (+19.65%) | Added | ▾ |
| 06 | SHVISHARES 0-1 YEAR TREASURY BOTRUST ISHARE 0-1 View history and evidence | $10.34M | 3.49% | 93.67K shares | 2.74% → 3.49%+0.75 pp +32.67K (+53.55%) | Added | ▾ |
| 07 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $9.84M | 3.32% | 115.08K shares | 3.54% → 3.32%-0.22 pp +2.02K (+1.78%) | Added | ▾ |
| 08 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $9.80M | 3.31% | 129.81K shares | 4.65% → 3.31%-1.34 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $2.28M | 0.77% | 23.01K shares | 0.93% → 0.77%-0.16 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $2.24M | 0.76% | 3.04K shares | 0.71% → 0.76%+0.05 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IEI ISHARES 3-7 YEAR TREASURY BO | Non-derivative | -20,964 | -$2.49M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1820363 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 296186304
}Take these holdings further.
This page includes 20 of 20 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 20 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1820363","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"1820363","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.