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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $427M AUM 1,786 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1001 New 94 Added 286 Reduced 1019 Exited
Page 2 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHG SCHWAB STRATEGIC TR 21,535.0 $729K 0.17% -5K -18.5% $33.84 +4.6%
22 WFC WELLS FARGO & CO Financial Services 8,288.0 $685K 0.16% -233.0 -2.7% $82.64 +5.1%
23 TSLA TESLA INC Consumer Cyclical 1,441.0 $606K 0.14% -570.0 -28.3% $420.60 -18.6%
24 SCHF SCHWAB STRATEGIC TR 20,923.0 $580K 0.14% -31K -60.0% $27.70 +2.1%
25 GOOGL ALPHABET INC Communication Services 1,480.0 $529K 0.12% -422.0 -22.2% $357.59 -4.0%
26 ECL ECOLAB INC Basic Materials 1,658.0 $462K 0.11% -116.0 -6.5% $278.59 +2.2%
27 SCHR SCHWAB STRATEGIC TR 17,891.0 $441K 0.10% -4K -18.8% $24.66 -0.8%
28 ITA ISHARES TR 1,802.0 $437K 0.10% -30.0 -1.6% $242.46 +2.7%
29 FPE FIRST TR EXCH TRADED FD III 24,322.0 $435K 0.10% -664.0 -2.7% $17.88 -0.7%
30 SCHZ SCHWAB STRATEGIC TR 18,287.0 $423K 0.10% -36K -66.4% $23.13 -1.2%
31 GEV GE VERNOVA INC Utilities 353.0 $415K 0.10% -20.0 -5.4% $1175.73 -16.9%
32 EEM ISHARES TR 5,802.0 $397K 0.09% -300.0 -4.9% $68.41 -3.4%
33 USB US BANCORP Financial Services 6,231.0 $376K 0.09% -50.0 -0.8% $60.40 +6.2%
34 GLDM WORLD GOLD TR Financial Services 4,370.0 $347K 0.08% -572.0 -11.6% $79.42 +11.7%
35 TRV TRAVELERS COMPANIES INC Financial Services 1,031.0 $340K 0.08% -14.0 -1.3% $330.09 +11.0%
36 CVX CHEVRON CORPORATION Energy 1,978.0 $328K 0.08% -674.0 -25.4% $165.78 +24.9%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 348.0 $326K 0.08% -101.0 -22.5% $936.64 +4.0%
38 META META PLATFORMS INC Communication Services 577.0 $325K 0.08% -221.0 -27.7% $563.31 -2.8%
39 IJR ISHARES TR 2,167.0 $321K 0.07% -557.0 -20.4% $148.32 +0.3%
40 FAST FASTENAL CO Industrials 6,689.0 $321K 0.07% -365.0 -5.2% $48.03 +8.1%
Page 2 of 15  ·  286 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.2%
Financial Services 16.9%
Industrials 15.2%
Healthcare 14.8%
Consumer Defensive 8.0%
Utilities 6.6%
Consumer Cyclical 5.7%
Communication Services 3.7%
Energy 3.7%
Basic Materials 2.6%