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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 11 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IAGG ISHARES TR 1,050.0 $53K 0.02% +111.0 +11.8% $50.04 +0.8%
202 VCR VANGUARD WORLD FD 145.0 $52K 0.02% -54.0 -27.1% $360.21 +7.5%
203 IJT ISHARES TR 360.0 $52K 0.02% NEW $144.71 +15.8%
204 ET ENERGY TRANSFER L P Energy 2,633.0 $51K 0.02% +282.0 +12.0% $19.30 -2.8%
205 ETN EATON CORP PLC Industrials 141.0 $50K 0.02% +28.0 +24.8% $357.67 +14.5%
206 VBR VANGUARD INDEX FDS 230.0 $50K 0.02% -8.0 -3.4% $217.10 +9.1%
207 BWXT BWX TECHNOLOGIES INC Industrials 243.0 $50K 0.02% +6.0 +2.5% $204.75 -0.8%
208 SCHV SCHWAB STRATEGIC TR 1,624.0 $50K 0.02% -398.0 -19.7% $30.50 +12.7%
209 KO COCA COLA CO Consumer Defensive 651.0 $49K 0.02% +234.0 +56.1% $76.03 +5.1%
210 PFFD GLOBAL X FDS 2,663.0 $49K 0.02% +41.0 +1.6% $18.40 +2.4%
211 MA MASTERCARD INCORPORATED Financial Services 96.0 $48K 0.02% +58.0 +152.6% $501.24 -1.6%
212 SPYD SPDR SERIES TRUST 1,052.0 $48K 0.02% -28.0 -2.6% $45.52 +4.4%
213 NUKZ EXCHANGE TRADED CONCEPTS TRU 700.0 $46K 0.02% $65.81 +6.4%
214 BMY BRISTOL-MYERS SQUIBB CO Healthcare 751.0 $46K 0.02% +65.0 +9.5% $60.65 -8.9%
215 VOX VANGUARD WORLD FD 253.0 $46K 0.02% -103.0 -28.9% $179.93 +3.1%
216 VONG VANGUARD SCOTTSDALE FDS 412.0 $45K 0.02% -222.0 -35.0% $109.61 +14.4%
217 CAH CARDINAL HEALTH INC Healthcare 213.0 $45K 0.02% NEW $211.31 +7.1%
218 PANW PALO ALTO NETWORKS INC Technology 274.0 $44K 0.02% -85.0 -23.7% $160.32 +76.0%
219 MCK MCKESSON CORP Healthcare 50.0 $43K 0.02% +9.0 +21.9% $868.40 -10.2%
220 MRVL MARVELL TECHNOLOGY INC Technology 436.0 $43K 0.02% +59.0 +15.7% $99.00 +192.5%
Page 11 of 79  ·  1,563 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%