VanderPol Investments L.L.C.

RIA/Wealth

VanderPol Investments L.L.C. is a RIA/Wealth based in Caledonia, MI led by Mark Adam Vanderpol, reporting $108.2M in AUM as of Q3 2025 with 73% ETF concentration, 62% concentrated in top 10 holdings, and 15% allocation to SCHX.

PresidentMark Adam Vanderpol

Portfolio Value: $50.2M
Positions: 53
Top Holding: SCHX at 15.37%
Last Reported: Q3 2025

Address1723 68th St. Se, Suite B, Caledonia, MI, 49316, United States

Top Holdings

Largest long holdings in VanderPol Investments L.L.C.'s portfolio (61.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$7.7M	15.37%	+$455.4K Bought	— 287.5K shares	Q4 2023 Held for 1y 11m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$5.6M	11.07%	+$948.2K Bought	— 8.2K shares	Q2 2024 Held for 1y 5m
3 Schwab U.S. TIPS SCHP	ETF ETF	$3.6M	7.25%	+$214.5K Bought	— 134.3K shares	Q4 2024 Held for 11 months
4 SCHZ Schwab US Aggregate Bond SCHZ	ETF ETF	$3.1M	6.17%	+$439.2K Bought	— 130.8K shares	Q4 2023 Held for 1y 11m
5 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD	ETF ETF	$2.5M	4.91%	-$180.4K Sold	— 70.0K shares	Q4 2023 Held for 1y 11m
6 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$2.2M	4.39%	+$125.0K Bought	— 27.1K shares	Q4 2023 Held for 1y 11m
7 SPDR Portfolio High Yield Bond SPHY	ETF ETF	$1.7M	3.45%	+$332.1K Bought	— 72.5K shares	Q4 2023 Held for 1y 11m
8 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$1.7M	3.36%	+$211.2K Bought	— 24.8K shares	Q4 2023 Held for 1y 11m
9 iShares 0-5 Year TIPS Bond STIP	ETF ETF	$1.5M	3.04%	+$134.5K Bought	— 14.7K shares	Q1 2024 Held for 1y 8m
10 SPDR Bloomberg International Corporate Bond IBND	ETF ETF	$1.4M	2.85%	+$182.6K Bought	— 44.6K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in VanderPol Investments L.L.C.'s latest filing

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Market Value

$50.2M

Prior: $46.4M

Q/Q Change

+7.98%

+$3.7M

Net Flows % of MV

+0.319%

Turnover Ratio

10.87%

New Purchases

4 stocks

$1.2M

Added To

30 stocks

+$4.0M

Sold Out Of

7 stocks

$1.8M

Reduced Holdings

16 stocks

-$3.2M

Increased Positions

Position	Shares Δ	Change
1 BTC Grayscale Bitcoin Mini Trust BTC	New	0 → 7.4K +$364.4K
2 ETH Grayscale Ethereum Mini Trust ETH	New	0 → 8.6K +$319.8K
3 TPLC Timothy Plan US Large/Mid Cap Core ETF TPLC	New	0 → 6.5K +$300.0K
4 Bank of America BAC	New	0 → 4.6K +$240.7K
5 Berkshire Hathaway BRK.B	+42.55%	470.0 → 670.0 +$98.4K

Decreased Positions

Position	Shares Δ	Change
1 GLD SPDR Gold Trust GLD	Sold	1.1K → 0 −$324.6K
2 ETHA iShares Ethereum Trust ETHA	Sold	16.6K → 0 −$315.7K
3 Vanguard Tax-Exempt Bond Index Fund VTEB	Sold	6.2K → 0 −$305.6K
4 iShares Bitcoin Trust IBIT	Sold	3.5K → 0 −$217.2K
5 Adobe ADBE	Sold	543.0 → 0 −$210.1K

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Analytics

Portfolio insights and performance metrics for VanderPol Investments L.L.C.

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Sector Allocation

ETF

73.00%

Technology

8.50%

Financial Services

3.40%

Consumer Cyclical

3.20%

Communication Services

3.20%

Healthcare

2.70%

Energy

1.20%

Industrials

1.00%

Consumer Defensive

1.00%

Basic Materials

0.40%

Market Cap Distribution

Mega Cap (> $200B)

22.63%

Large Cap ($10B - $200B)

2.04%

N/A (ETF or Unknown)

75.33%

Portfolio Concentration

Top 10 Holdings %

61.87%

Top 20 Holdings %

78.64%

Top 50 Holdings %

98.71%

Top 100 Holdings %

100.0%