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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 16 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MILFORD IOWA 4 44GO UTX DUE 06/01/44OID 150,000.0 $148K 0.04% NEW $0.99
302 TEMPLETON WORLD ADV 7,740.0 $148K 0.04% NEW $19.11
303 DFAX DIMENSIONAL ETF TRUST 3,948.0 $145K 0.03% -3K -42.0% $36.84 +3.6%
304 SIEMENS A G F 903.0 $145K 0.03% NEW $160.91
305 IUSV ISHARES TR 1,295.0 $143K 0.03% $110.15 +4.3%
306 CELINA TEX INDPT SC 4 54GO UTX DUE 02/15/54OID 155,000.0 $143K 0.03% NEW $0.92
307 GE GE AEROSPACE Industrials 381.0 $143K 0.03% -85.0 -18.2% $374.02 -6.9%
308 STILLWATER MINN IND 5 36GO UTX DUE 02/01/36 130,000.0 $142K 0.03% NEW $1.10
309 JPMORGAN LARGE CAP GROWTH I 1,618.0 $142K 0.03% NEW $87.98
310 PAMPA TEX INDPT SCH 4 54GO UTX DUE 08/15/54OID 155,000.0 $142K 0.03% NEW $0.91
311 CAG CONAGRA BRANDS INC Consumer Defensive 10,506.0 $141K 0.03% +832.0 +8.6% $13.46 +22.1%
312 BLACKROCK ETF TRUST 4,437.0 $141K 0.03% NEW $31.78
313 VHT VANGUARD WORLD FD 465.0 $139K 0.03% $298.74 +9.7%
314 DFA TARGETED CREDIT INSTITUTIONAL 14,385.0 $138K 0.03% NEW $9.62
315 DFA INTERMEDIATE-TERM EXTND QLTY I 14,206.0 $138K 0.03% NEW $9.72
316 IRONDALE ALA 4 53GO UTX DUE 10/01/53OID 150,000.0 $137K 0.03% NEW $0.92
317 SPACE EXPLORATION TECHN CORP 800.0 $137K 0.03% NEW $170.86
318 FIDELITY CONTRAFUND 5,086.0 $136K 0.03% NEW $26.80
319 BRAINERD MINN INDPT 4 30GO UTX DUE 02/01/30 130,000.0 $134K 0.03% NEW $1.03
320 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 190.0 $134K 0.03% $703.94 -0.6%
Page 16 of 78  ·  1,545 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 22.5%
Financial Services 16.9%
Industrials 15.5%
Healthcare 15.0%
Consumer Defensive 8.0%
Utilities 6.7%
Consumer Cyclical 5.8%
Communication Services 3.3%
Energy 3.2%
Basic Materials 2.6%