# VanderPol Investments L.L.C.

> Institutional holdings reported to the SEC as of Q4 2025 on Form 13F. CIK 2015682. Source: https://holderbook.com/funds/2015682-vanderpol-investments-l-l-c/

- Reported value: $57.5M
- Positions: 56
- Weight of the ten largest: 63.5%
- Filed: 2026-02-04

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $9.6M | 6,500 | 16.6% | 7 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $7.9M | 291,822 | 13.6% | 9 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $4.3M | 181,981 | 7.4% | 9 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $3.4M | 130,013 | 6.0% | 5 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $2.3M | 28,290 | 4.1% | 9 |
| ABRDN ETFS | [BCD](https://holderbook.com/stocks/BCD/) | $2.3M | 74,259 | 4.0% | 9 |
| SPDR SERIES TRUST | [SPHY](https://holderbook.com/stocks/SPHY/) | $2.2M | 94,649 | 3.9% | 9 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.7M | 26,011 | 3.0% | 9 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $1.5M | 14,358 | 2.6% | 8 |
| DIMENSIONAL ETF TRUST | [DXUV](https://holderbook.com/stocks/DXUV/) | $1.3M | 22,377 | 2.3% | 5 |
| SPDR SERIES TRUST | [BWX](https://holderbook.com/stocks/BWX/) | $1.3M | 59,277 | 2.3% | 3 |
| SPDR SERIES TRUST | [IBND](https://holderbook.com/stocks/IBND/) | $1.3M | 40,835 | 2.3% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.2M | 6,367 | 2.1% | 9 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.0M | 3,717 | 1.8% | 9 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $917.9K | 1,898 | 1.6% | 9 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $753.3K | 30,910 | 1.3% | 9 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $732.4K | 2,084 | 1.3% | 9 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $713.0K | 2,060 | 1.2% | 8 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $676.0K | 17,074 | 1.2% | 9 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $657.1K | 2,847 | 1.1% | 9 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $619.5K | 13,237 | 1.1% | 9 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $587.5K | 890 | 1.0% | 9 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $490.2K | 1,090 | 0.9% | 6 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $488.4K | 4,384 | 0.8% | 7 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $469.3K | 17,763 | 0.8% | 4 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $457.2K | 13,820 | 0.8% | 5 |
| DIMENSIONAL ETF TRUST | [DXIV](https://holderbook.com/stocks/DXIV/) | $446.7K | 6,865 | 0.8% | 4 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $433.1K | 1,235 | 0.8% | 9 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $429.9K | 400 | 0.7% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $408.6K | 1,268 | 0.7% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $388.1K | 1,240 | 0.7% | 9 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $365.6K | 3,038 | 0.6% | 7 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $337.4K | 591 | 0.6% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $336.8K | 670 | 0.6% | 6 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $335.0K | 10,286 | 0.6% | 9 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $320.4K | 1,021 | 0.6% | 2 |
| GRAYSCALE BITCOIN MINI TR ET | [BTC](https://holderbook.com/stocks/BTC/) | $300.7K | 7,763 | 0.5% | 2 |
| TIMOTHY PLAN | [TPLC](https://holderbook.com/stocks/TPLC/) | $299.2K | 6,583 | 0.5% | 2 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $266.1K | 1,451 | 0.5% | 4 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $262.1K | 851 | 0.5% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $256.4K | 745 | 0.4% | 7 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $252.2K | 4,585 | 0.4% | 2 |
| TOYOTA MOTOR CORP | [TM](https://holderbook.com/stocks/TM/) | $250.0K | 1,168 | 0.4% | 8 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $249.0K | 1,634 | 0.4% | 7 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $246.3K | 2,627 | 0.4% | 3 |
| BITWISE SOLANA STAKING ETF | [BSOL](https://holderbook.com/stocks/BSOL/) | $241.9K | 14,750 | 0.4% | 1 |
| GRAYSCALE ETHEREUM STAKING | [ETH](https://holderbook.com/stocks/ETH/) | $239.7K | 8,544 | 0.4% | 2 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $238.2K | 899 | 0.4% | 9 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $233.1K | 3,026 | 0.4% | 5 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $218.6K | 290 | 0.4% | 1 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $213.9K | 2,295 | 0.4% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $212.1K | 694 | 0.4% | 6 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $210.9K | 364 | 0.4% | 2 |
| VANGUARD WORLD FD | [EDV](https://holderbook.com/stocks/EDV/) | $207.8K | 3,196 | 0.4% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $204.9K | 990 | 0.4% | 1 |
| MITSUBISHI UFJ FINANCIAL GRO | [MUFG](https://holderbook.com/stocks/MUFG/) | $188.3K | 11,871 | 0.3% | 9 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q4 2025 | +0.5% | +2.4% | -1.9% | 88% |
| Q3 2025 | +5.4% | +7.8% | -2.5% | 100% |
| Q2 2025 | +6.5% | +10.5% | -3.9% | 100% |
| Q1 2025 | -2.2% | -4.6% | +2.4% | 100% |
| Q4 2024 | -0.2% | +2.1% | -2.3% | 100% |
| Q3 2024 | +4.2% | +5.4% | -1.2% | 100% |
| Q2 2024 | +1.0% | +4.0% | -3.1% | 100% |
| Q1 2024 | +6.9% | +10.0% | -3.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2025 | $57.5M | 56 |
| Q3 2025 | $57.7M | 55 |
| Q2 2025 | $47.6M | 55 |
| Q1 2025 | $47.3M | 52 |
| Q4 2024 | $45.7M | 53 |
| Q3 2024 | $44.9M | 48 |
| Q2 2024 | $32.9M | 43 |
| Q1 2024 | $34.9M | 45 |
| Q4 2023 | $29.4M | 43 |