Sign In
test

Heidi Johnson

Vernal Point Advisors, Llc

Assets Managed
$245.952M
Holdings
21
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
1.43%(2Q avg: 3.01%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Vernal Point Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Vernal Point Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 245.952M in assets, with a quarterly growth rate of 1.43% and a 2-quarter average growth rate of 3.01%. The portfolio is managed by Heidi Johnson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 1.65%
51.35%
$126.275M
912,923 shares@ $138.32 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -2.7%
11.31%
$27.807M
475,011 shares@ $58.55 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.25%
10.03%
$24.658M
76,862 shares@ $320.81 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 14.12%
5.6%
$13.749M
230,881 shares@ $59.56 avg price
EMLP
First Trust North American E
Recent Activity
Increased 14.48%
5.29%
$12.996M
297,658 shares@ $43.66 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 53.39%
4.66%
$11.444M
129,807 shares@ $88.16 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 0.06%
3.55%
$8.719M
113,067 shares@ $77.12 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -3.53%
2.74%
$6.734M
61,001 shares@ $110.39 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 1.23%
1.02%
$2.486M
20,964 shares@ $118.6 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -18.93%
0.93%
$2.284M
23,009 shares@ $99.27 avg price

1-10 of 21