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VanderPol Investments L.L.C. — 13F Holdings & Portfolio

CIK 2015682 · latest 13F-HR filed 2026-02-04

Backtest portfolio

VanderPol Investments L.L.C. manages $57.5M in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are SCHX (13.65%), SPY (7.70%), SCHZ (7.39%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 4 new positions and exited 3; 18 existing positions rose in reported value and 14 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$57.5M

Long-equity book

Holdings
65

Distinct positions

Period
2025-12-31

Filed 2026-02-04

Q/Q Activity
+4 / −3 / ↑18 / ↓14

vs 2025-09-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q4 25
SCHX15.0% · +2%SPY8.5% · -21%SCHZ8.1% · +39%SCHP6.6% · -3%IDEV4.5% · +4%BCD4.4% · +6%SPHY4.3% · +30%IEMG3.3% · +5%STIP2.8% · -2%DXUV2.6% · +33%BWX2.5% · +13%IBND2.5% · -8%NVDA2.3% · +5%AAPL1.9% · +3%MSFT1.8% · +0%SCHO1.4% · +18%SYK1.4% · +1%AVGO1.4% · +0%DFAC1.3% · +11%AMZN1.3% · +1%DFAU1.2% · +1%META1.1% · -9%TSLA0.9% · +2%WMT0.9% · -8%DFGR0.9% · +39%DFEM0.9% · +26%DXIV0.9% · +25%V0.8% · +1%LLY0.8% · -1%JPM0.8% · +2%GOOGL0.7% · +2%XOM0.7% · +5%MA0.6% · +1%BRK.B0.6% · 0%DFAE0.6% · -4%GOOG0.6% · 0%BTC0.6% · +4%TPLC0.6% · +1%RTX0.5% · -2%GE0.5% · +3%HD0.5% · -5%BAC0.5% · +0%TM0.5% · -7%CVX0.5% · -2%NFLX0.5% · +926%BSOL0.5% · newETH0.5% · -1%CRM0.5% · -6%CSCO0.4% · -14%VGT0.4% · newWFC0.4% · newMCD0.4% · -5%TMO0.4% · -12%EDV0.4% · +8%JNJ0.4% · newMUFG0.4% · -21%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q3 25 → Q4 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 59.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 25, 2026.

Assets Under Management
$118.1M
Discretionary
$118.1M
Employees
3
Accounts
131
Address
1723 68TH ST. SE
SUITE B
CALEDONIA, MI 49316
Phone
(616) 315-2550
Website
Name Title / Status Ownership Type
VANDERPOL, MARK, ADAM ControlPRESIDENT AND CHIEF COMPLIANCE OFFICER
since May 2013
75% or moreIndividual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

VanderPol Investments L.L.C. Holdings (2025-12-31)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $7.9M 13.65% 291,822 SH
2 STATE STR SPDR S&P 500 ETF TR TR UNIT SPY 78462F103 $4.4M 7.70% 6,500 SH
3 SCHWAB US AGGREGATE BOND ETF SCHZ 808524839 $4.3M 7.39% 181,981 SH
4 SCHWAB US TIPS ETF SCHP 808524870 $3.4M 5.99% 130,013 SH
5 ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF IDEV 46435G326 $2.3M 4.06% 28,290 SH
6 ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF BCD 003261203 $2.3M 4.00% 74,259 SH
7 STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF SPHY 78468R606 $2.2M 3.89% 94,649 SH
8 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $1.7M 3.04% 26,011 SH
9 STATE STR SPDR S&P 500 ETF TR TR UNIT Put SPY 78462F103 $1.5M 2.61% 2,200 SH
10 ISHARES 0-5 YEAR TIPS BOND ETF STIP 46429B747 $1.5M 2.56% 14,358 SH
11 STATE STR SPDR S&P 500 ETF TR TR UNIT Put SPY 78462F103 $1.4M 2.37% 2,000 SH
12 DIMENSIONAL US VECTOR EQUITY ETF DXUV 25434V559 $1.3M 2.33% 22,377 SH
13 SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF BWX 78464A516 $1.3M 2.32% 59,277 SH
14 SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF IBND 78464A151 $1.3M 2.28% 40,835 SH
15 NVIDIA CORPORATION COM NVDA 67066G104 $1.2M 2.06% 6,367 SH
16 APPLE INC COM AAPL 037833100 $1.0M 1.76% 3,717 SH
17 STATE STR SPDR S&P 500 ETF TR TR UNIT Put SPY 78462F103 $954.7K 1.66% 1,400 SH
18 MICROSOFT CORP COM MSFT 594918104 $917.9K 1.60% 1,898 SH
19 SCHWAB SHORT-TERM US TREASURY ETF SCHO 808524862 $753.3K 1.31% 30,910 SH
20 STRYKER CORPORATION COM SYK 863667101 $732.4K 1.27% 2,084 SH
21 BROADCOM INC COM AVGO 11135F101 $713.0K 1.24% 2,060 SH
22 DIMENSIONAL U.S. CORE EQUITY 2 ETF DFAC 25434V708 $676.0K 1.17% 17,074 SH
23 AMAZON COM INC COM AMZN 023135106 $657.1K 1.14% 2,847 SH
24 DIMENSIONAL US CORE EQUITY MARKET ETF DFAU 25434V104 $619.5K 1.08% 13,237 SH
25 META PLATFORMS INC CL A META 30303M102 $587.5K 1.02% 890 SH
26 TESLA INC COM TSLA 88160R101 $490.2K 0.85% 1,090 SH
27 WALMART INC COM WMT 931142103 $488.4K 0.85% 4,384 SH
28 DIMENSIONAL GLOBAL REAL ESTATE ETF DFGR 25434V658 $469.3K 0.82% 17,763 SH
29 DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF DFEM 25434V732 $457.2K 0.79% 13,820 SH
30 DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF DXIV 25434V542 $446.7K 0.78% 6,865 SH
31 VISA INC COM CL A V 92826C839 $433.1K 0.75% 1,235 SH
32 ELI LILLY & CO COM LLY 532457108 $429.9K 0.75% 400 SH
33 STATE STR SPDR S&P 500 ETF TR TR UNIT Put SPY 78462F103 $409.2K 0.71% 600 SH
34 JPMORGAN CHASE & CO. COM JPM 46625H100 $408.6K 0.71% 1,268 SH
35 ALPHABET INC CAP STK CL A GOOGL 02079K305 $388.1K 0.67% 1,240 SH
36 EXXON MOBIL CORP COM XOM 30231G102 $365.6K 0.64% 3,038 SH
37 MASTERCARD INCORPORATED CL A MA 57636Q104 $337.4K 0.59% 591 SH
38 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $336.8K 0.59% 670 SH
39 DIMENSIONAL EMERGING CORE EQUITY MARKET ETF DFAE 25434V302 $335.0K 0.58% 10,286 SH
40 ALPHABET INC CAP STK CL C GOOG 02079K107 $320.4K 0.56% 1,021 SH
41 GRAYSCALE BITCOIN MINI TRUST ETF BTC 389930207 $300.7K 0.52% 7,763 SH
42 TIMOTHY PLAN US LARGE/MID CAP CORE ETF TPLC 887432359 $299.2K 0.52% 6,583 SH
43 RTX CORPORATION COM RTX 75513E101 $266.1K 0.46% 1,451 SH
44 GE AEROSPACE COM NEW GE 369604301 $262.1K 0.46% 851 SH
45 HOME DEPOT INC COM HD 437076102 $256.4K 0.45% 745 SH
46 BANK AMERICA CORP COM BAC 060505104 $252.2K 0.44% 4,585 SH
47 TOYOTA MOTOR CORP ADS TM 892331307 $250.0K 0.43% 1,168 SH
48 CHEVRON CORP NEW COM CVX 166764100 $249.0K 0.43% 1,634 SH
49 NETFLIX INC. COM NFLX 64110L106 $246.3K 0.43% 2,627 SH
50 STATE STR SPDR S&P 500 ETF TR TR UNIT Call SPY 78462F103 $242.4K 0.42% 1,300 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-02-04 $57.5M 65 0002015682-26-000001
2025-09-30 2025-10-27 $57.7M 64 0002015682-25-000006