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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, exited 3, added to 18, and trimmed 14.

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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB US AGGREGATE BOND ETF$1.2M +37.4%
  • STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF$509.7K +29.4%
  • DIMENSIONAL US VECTOR EQUITY ETF$344.7K +34.7%
  • SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF$136.4K +11.4%
  • ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF$129.7K +5.9%
Show all 18 →

Top Trims

  • STATE STR SPDR S&P 500 ETF TR TR UNIT-$1.1M -20.2%
  • SCHWAB US TIPS ETF-$192.4K -5.3%
  • ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF-$161.7K -6.6%
  • META PLATFORMS INC CL A-$133.2K -18.5%
  • SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF-$119.7K -8.4%
Show all 14 →

New Positions

  • BITWISE SOLANA STAKING ETF$241.9K
  • VANGUARD INFORMATION TECHNOLOGY ETF$218.6K
  • WELLS FARGO & CO COM$213.9K
  • JOHNSON & JOHNSON COM$204.9K
Show all 4 →

Exited Positions

  • SCHWAB MUNICIPAL BOND ETF$647.4K
  • SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF$323.1K
  • LINDE PLC SHS$217.2K
Show all 3 →
All Holdings

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