Data as of Q4 2025 (Dec 31, 2025)

VanderPol Investments L.L.C.

•CIK: 2015682•Filing: Q4 2025

**VanderPol Investments L.L.C.** manages $52M across a diversified portfolio of 56 positions. The fund exhibits a notable tilt toward broad market exposure, evidenced by top holdings including SCHX at $7.9M and SPY at $4.4M. Significant allocations are also directed toward sector-specific indices, with SCHZ ($4.3M) and SCHP ($3.4M) representing key components. This concentrated approach suggests a strategy focused on capturing broad market beta while selectively overweighting established market segments.

Total AUM
$48.0M
+ $4.4M in options
QoQ Performance
+4.5%
Positions
55
+ 1 option
Top 10 Concentration
59.9%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHX
SPY
SCHZ
SCHP
SCHX15.0%
SPY8.5%
SCHZ8.1%
SCHP6.6%
IDEV4.5%
BCD4.4%
SPHY4.3%
IEMG3.3%

📈 Biggest Buys

SPYPUT
STATE STR SPDR S&P 500 ETF TR TR UNIT
+170.8%
8.5% of portfolio
SCHZ
SCHWAB US AGGREGATE BOND ETF
+39.1%
8.1% of portfolio
SPHY
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
+30.5%
4.3% of portfolio
DXUV
DIMENSIONAL US VECTOR EQUITY ETF
+33.4%
2.6% of portfolio
BSOL
BITWISE SOLANA STAKING ETF
NEW
0.5% of portfolio

📉 Biggest Sells

IBND
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF
-8.3%
2.5% of portfolio
SCHP
SCHWAB US TIPS ETF
-3.2%
6.6% of portfolio
META
META PLATFORMS INC CL A
-8.8%
1.1% of portfolio
MUFG
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
-21.2%
0.4% of portfolio
WMT
WALMART INC COM
-7.5%
0.9% of portfolio

Sector Breakdown

Other69.3%
Technology10.7%
ETF8.5%
Consumer4.0%
Financial3.8%
Healthcare1.6%
Industrial1.0%
Energy0.7%

🚪 Exited Positionssold since Q3 2025

SCMB
SCHWAB MUNICIPAL BOND ETF
SOLD
$647.4K
HYMB
SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
SOLD
$323.1K
LIN
LINDE PLC SHS
SOLD
$217.2K

Changes from Q3 2025

NEW4 new positions
↑33 increased
↓17 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SCHX15.0%
SCHWAB U.S. LARGE-CAP ETF
$7.9M
SPY8.5%
STATE STR SPDR S&P 500 ETF TR TR UNIT
$4.4M
SCHZ8.1%
SCHWAB US AGGREGATE BOND ETF
$4.3M
SCHP6.6%
SCHWAB US TIPS ETF
$3.4M
IDEV4.5%
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$2.3M

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