Managers / Q4 2025
VanderPol Investments L.L.C.
CIK 0002015682 · 1723 68TH ST. SE, SUITE B, CALEDONIA, MI, 49316 · 6167232637
Summary
Vanderpol Investments L.L.C. reported $58M in U.S.-listed holdings across 65 positions for Q4 2025.
Its largest position, SCHX, represents 13.6% of the portfolio.
Compared with Q3 2025, the fund opened 4 new positions and exited 3.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 77.3% · $44M
- Common Stock · 22.0% · $13M
- ADR · 0.8% · $438,296
Quarter-over-Quarter Changes full breakdown →
vs Q3 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| BSOLBITWISE SOLANA STAKING ETF | NEW | +14.8K | 14.8K | +$241,900 | $241,900 |
| VGTVANGUARD INFORMATION TECHNOLOGY ETF | NEW | +290 | 290 | +$218,596 | $218,596 |
| WFCWELLS FARGO & CO COM | NEW | +2.3K | 2.3K | +$213,894 | $213,894 |
| JNJJOHNSON & JOHNSON COM | NEW | +990 | 990 | +$204,881 | $204,881 |
| NFLXNETFLIX INC. COM | ADDED | +2.4K | 2.6K | −$33,933 | $246,308 |
| SCHWAB MUNICIPAL BOND ETF | SOLD OUT | −25.0K | 0 | −$647,352 | $0 |
| HYMBSPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | SOLD OUT | −12.8K | 0 | −$323,129 | $0 |
| LINLINDE PLC SHS | SOLD OUT | −487 | 0 | −$217,202 | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2025 | $58M | 65 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $58M | 64 | Oct 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $48M | 55 | Jul 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $47M | 52 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $46M | 53 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $45M | 48 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $33M | 43 | Jul 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $35M | 45 | Apr 10, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.