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Livermore
Livermore
ZHEN

VanderPol Investments L.L.C.

SEC CIK
0002015682
Latest filing
Feb 4, 2026

The latest 13F from VanderPol Investments L.L.C. covers Q4 2025 (filed Feb 4, 2026): 56 long positions worth $52.4M. The top 10 holdings make up 59.9% of the portfolio, and the largest is Schwab U.S. Large-Cap ETF at 15.0%. Livermore has 9 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q4 2025

Share counts compared with Q3 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$879.3K
Added
32
Est. +$3.35M
Reduced
18
Est. −$1.73M
Sold out
3
Est. −$1.19M

Top 5 holdings

Share of this quarter's portfolio value

  1. Schwab U.S. Large-Cap ETF808524201
    15.0%$7.85M
  2. SPYSPDR S&P 500 ETF Trust
    8.5%$4.43MHistory
  3. Schwab US Aggregate Bond ETF808524839
    8.1%$4.25M
  4. Schwab US Tips ETF808524870
    6.6%$3.44M
  5. iShares Tr46435G326
    4.5%$2.33M

Share of portfolio

Top 5 holdings and the other 51 positions, by share of portfolio value

  1. Schwab U.S. Large-Cap ETF15.0%
  2. SPY8.5%
  3. Schwab US Aggregate Bond ETF8.1%
  4. Schwab US Tips ETF6.6%
  5. iShares Tr4.5%
  6. Other 51 positions57.4%

Biggest buys

New and added positions, by estimated amount bought

  1. Schwab US Aggregate Bond ETF808524839
    +$1.20MAdded
  2. SPDR Series Trust78468R606
    +$524.2KAdded
  3. Dimensional ETF Trust25434V559
    +$334.7KAdded
  4. BSOLBitwise Solana Staking ETF
    +$241.9KNewHistory
  5. Vanguard Information Technology ETF92204A702
    +$218.6KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Schwab US Aggregate Bond ETF808524839
    +2.10 pp6.0% → 8.1%
  2. SPDR Series Trust78468R606
    +0.91 pp3.4% → 4.3%
  3. Dimensional ETF Trust25434V559
    +0.62 pp1.9% → 2.6%
  4. BSOLBitwise Solana Staking ETF
    +0.46 pp0.0% → 0.5%History
  5. Vanguard Information Technology ETF92204A702
    +0.42 pp0.0% → 0.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SPYSPDR S&P 500 ETF Trust
    −$1.16MReducedHistory
  2. Schwab Strategic Tr808524649
    −$647.4KSold out
  3. SPDR Series Trust78464A284
    −$323.1KSold out
  4. LINLinde PLC
    −$217.2KSold outHistory
  5. SPDR Series Trust78464A151
    −$119.3KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SPYSPDR S&P 500 ETF Trust
    −2.33 pp10.8% → 8.5%History
  2. Schwab Strategic Tr808524649
    −1.26 pp1.3% → 0.0%
  3. SPDR Series Trust78464A284
    −0.63 pp0.6% → 0.0%
  4. Schwab US Tips ETF808524870
    −0.49 pp7.1% → 6.6%
  5. LINLinde PLC
    −0.42 pp0.4% → 0.0%History

Metrics

13F metrics for Q4 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$52.4M
+$922.4K (+1.8%) vs. prior quarter
Positions
56
+1 vs. prior quarter
Top 10 concentration
59.9%
Top 10 as share of value
Turnover
5.6%
Q4 2025, one quarter
Average holding period
7.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

9 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $52.4M (Q4 2025)

Q4 2023: $29.4MQ1 2024: $34.9MQ2 2024: $32.9MQ3 2024: $44.9MQ4 2024: $45.7MQ1 2025: $47.3MQ2 2025: $47.6MQ3 2025: $51.5MQ4 2025: $52.4M
Q4 2023Q4 2025
13F filings of VanderPol Investments L.L.C. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q4 2025Feb 4, 202656$52.4MSchwab U.S. Large-Cap ETFSPYSchwab US Aggregate Bond ETFvs. Q3 2025SEC
Q3 2025Oct 27, 202555$51.5MSchwab U.S. Large-Cap ETFSPYSchwab US Tips ETFvs. Q2 2025SEC
Q2 2025Jul 24, 202555$47.6MSchwab U.S. Large-Cap ETFSPYSchwab US Tips ETFvs. Q1 2025SEC
Q1 2025May 14, 202552$47.3MSPYSchwab U.S. Large-Cap ETFSchwab US Aggregate Bond ETFvs. Q4 2024SEC
Q4 2024Jan 23, 202553$45.7MSPYSchwab U.S. Large-Cap ETFSchwab US Aggregate Bond ETFvs. Q3 2024SEC
Q3 2024Oct 15, 202448$44.9MSPYSchwab US Aggregate Bond ETFSchwab U.S. Large-Cap ETFvs. Q2 2024SEC
Q2 2024Jul 11, 202443$32.9MSchwab U.S. Large-Cap ETFDimensional ETF TrustSchwab US Aggregate Bond ETFvs. Q1 2024SEC
Q1 2024Apr 10, 202445$34.9MDimensional U.S. Core Equity 2 ETFSchwab U.S. Large-Cap ETFSchwab US Aggregate Bond ETFvs. Q4 2023SEC
Q4 2023Mar 15, 202443$29.4MDimensional U.S. Core Equity 2 ETFSchwab U.S. Large-Cap ETFSchwab US Aggregate Bond ETF–SEC