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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $255M AUM 1,563 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 962 New 300 Added 91 Reduced 22 Exited
Page 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CIFR CIPHER DIGITAL INC Financial Services 918.0 $12K 0.01% -119.0 -11.5% $12.87 +103.6%
62 BIL SPDR SERIES TRUST 117.0 $11K 0.00% -85.0 -42.1% $91.64 -0.1%
63 EVT EATON VANCE TAX ADVT DIV INC Financial Services 417.0 $10K 0.00% -36.0 -8.0% $24.55 +8.7%
64 VSS VANGUARD INTL EQUITY INDEX F 67.0 $10K 0.00% -9.0 -11.8% $145.60 +9.3%
65 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 117.0 $9K 0.00% -88.0 -42.9% $76.16 +9.7%
66 AGI ALAMOS GOLD INC Basic Materials 196.0 $9K 0.00% -54.0 -21.6% $44.43 -13.5%
67 CDNS CADENCE DESIGN SYSTEM INC Technology 30.0 $8K 0.00% -87.0 -74.4% $277.87 +39.6%
68 APG API GROUP CORP Industrials 190.0 $8K 0.00% -220.0 -53.7% $40.52 +4.9%
69 TIP ISHARES TR 60.0 $7K 0.00% -44.0 -42.3% $110.37 -0.5%
70 EATON VANCE TAX-MANAGED GLOB 747.0 $7K 0.00% -2K -72.8% $8.78
71 AEM AGNICO EAGLE MINES LTD Basic Materials 32.0 $6K 0.00% -18.0 -36.0% $202.97 -13.4%
72 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 2,000.0 $6K 0.00% -1K -37.0% $3.07 -17.9%
73 AVUV AMERICAN CENTY ETF TR 54.0 $6K 0.00% -9.0 -14.3% $110.46 +10.8%
74 TTD THE TRADE DESK INC Technology 252.0 $6K 0.00% -998.0 -79.8% $22.69 -16.4%
75 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 19.0 $5K 0.00% -18.0 -48.6% $283.58 -1.1%
76 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 201.0 $5K 0.00% -36.0 -15.2% $26.67 +12.9%
77 DFAW DIMENSIONAL ETF TRUST 70.0 $5K 0.00% -329.0 -82.5% $74.30 +12.3%
78 CEG CONSTELLATION ENERGY CORP Utilities 14.0 $4K 0.00% -7.0 -33.3% $279.43 -4.1%
79 SMR NUSCALE PWR CORP Utilities 300.0 $3K 0.00% -98.0 -24.6% $10.84 -8.9%
80 LVHI LEGG MASON ETF INVT 53.0 $2K 0.00% -26.0 -32.9% $40.55 +0.7%
Page 4 of 5  ·  91 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 22.3%
Financial Services 16.2%
Industrials 13.4%
Healthcare 13.2%
Consumer Defensive 7.7%
Consumer Cyclical 7.0%
Energy 6.4%
Utilities 6.3%
Communication Services 4.3%
Basic Materials 2.7%