Vernal Point Advisors, LLC

Family Office

Vernal Point Advisors, LLC is a Family Office based in San Francisco, CA led by Mark David Guinney, reporting $2.7B in AUM as of Q3 2025 with 97% ETF concentration, 95% concentrated in top 10 holdings, and 48% allocation to VT.

CIOMark David Guinney

Portfolio Value: $231.9M
Positions: 22
Top Holding: VT at 48.16%
Last Reported: Q3 2025

Address235 Pine St, Suite 1225, San Francisco, CA, 94104, United States

Top Holdings

Largest long holdings in Vernal Point Advisors, LLC's portfolio (95.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total World Stock VT	ETF ETF	$111.7M	48.16%	+$41.5M Bought	— 810.4K shares	Q4 2023 Held for 1y 11m
2 Vanguard Short-Term Treasury VGSH	ETF ETF	$32.0M	13.82%	-$7.0M Sold	— 544.6K shares	Q4 2023 Held for 1y 11m
3 Vanguard Total Stock Market VTI	ETF ETF	$24.0M	10.33%	+$13.1M Bought	— 72.8K shares	Q4 2023 Held for 1y 11m
4 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$12.3M	5.31%	-$100.7K Sold	— 205.2K shares	Q4 2023 Held for 1y 11m
5 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$8.8M	3.78%	-$283.7K Sold	— 87.4K shares	Q4 2023 Held for 1y 11m
6 First Trust North American Energy Infrastructure Fund EMLP	ETF ETF	$8.6M	3.71%	+$61.0K Bought	— 224.6K shares	Q1 2024 Held for 1y 8m
7 Vanguard Total International Stock VXUS	ETF ETF	$7.5M	3.22%	+$4.2M Bought	— 101.8K shares	Q4 2023 Held for 1y 11m
8 iShares Short Treasury Bond SHV	ETF ETF	$7.3M	3.14%	+$831.4K Bought	— 65.9K shares	Q4 2023 Held for 1y 11m
9 IAU iShares Gold Trust IAU	Unknown Unknown	$6.2M	2.66%	—	— 84.6K shares	Q2 2025 Held for 5 months
10 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$2.6M	1.13%	—	— 31.7K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Vernal Point Advisors, LLC's latest filing

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Market Value

$231.9M

Prior: $171.4M

Q/Q Change

+35.27%

+$60.5M

Net Flows % of MV

+22.88%

Turnover Ratio

14.79%

New Purchases

4 stocks

$1.2M

Added To

5 stocks

+$59.7M

Sold Out Of

1 stocks

$339.2K

Reduced Holdings

4 stocks

-$7.4M

Increased Positions

Position	Shares Δ	Change
1 iShares Core S&P Small-Cap ETF IJR	New	0 → 3.1K +$364.3K
2 iShares Core S&P Mid-Cap ETF IJH	New	0 → 4.3K +$281.9K
3 iShares S&P 500 Value IVE	New	0 → 1.3K +$258.1K
4 iShares International Select Dividend IDV	New	0 → 6.8K +$250.2K
5 Vanguard Total International Stock VXUS	+130.28%	44.2K → 101.8K +$4.2M

Decreased Positions

Position	Shares Δ	Change
1 XBI SPDR S&P Biotech XBI	Sold	4.1K → 0 −$339.2K
2 Vanguard Short-Term Treasury VGSH	-17.89%	663.2K → 544.6K −$7.0M
3 iShares MBS MBB	-7.11%	10.5K → 9.8K −$71.4K
4 iShares Core U.S. Aggregate Bond AGG	-3.13%	90.3K → 87.4K −$283.7K
5 Vanguard Intermediate-Term Treasury VGIT	-0.81%	206.9K → 205.2K −$100.7K