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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 19 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WY WEYERHAEUSER CO Real Estate 4,565.0 $109K 0.03% -416.0 -8.3% $23.94 +2.0%
362 FRANKLIN GLOBAL ALLOCATION ADV 5,917.0 $109K 0.03% NEW $18.42
363 MINNEAPOLIS MINN SP 5 42GO UTX DUE 02/01/42 100,000.0 $109K 0.03% NEW $1.09
364 FRIDLEY MINN INDPT 5 31GO UTX DUE 02/01/31 100,000.0 $108K 0.03% NEW $1.08
365 SARTELL MINN INDPT 5 42GO UTX DUE 02/01/42 100,000.0 $108K 0.03% NEW $1.08
366 MANKATO MINN INDPT 5 30GO UTX DUE 02/01/30 100,000.0 $108K 0.03% NEW $1.08
367 AMERICAN FUNDS GROWTH FUND OF AMER A 1,222.0 $108K 0.03% NEW $88.04
368 ST LOUIS PARK MINN 5 37GO UTX DUE 02/01/37 100,000.0 $107K 0.03% NEW $1.07
369 AMERICAN FDS AMERICAN BALANCED F-3 2,604.0 $107K 0.03% NEW $41.01
370 DFA GLOBAL ALLOCATION 25/75 I 7,354.0 $106K 0.03% NEW $14.48
371 SCHWAB TAX-FREE BOND 9,706.0 $106K 0.03% NEW $10.97
372 VBK VANGUARD INDEX FDS 289.0 $106K 0.03% -30.0 -9.4% $365.86 -2.0%
373 FRIDLEY MINN INDP 4.5 45GO UTX DUE 02/01/45OID 105,000.0 $105K 0.03% NEW $1.00
374 US TREASURY BILL26U S T BILL DUE 09/03/26 106,000.0 $105K 0.03% NEW $0.99
375 JPMORGAN CHASE B 3.85 27CD FDIC INS DUE 01/04/27US 105,000.0 $105K 0.03% NEW $1.00
376 ST PAUL MINN INDPT 5 36GO UTX DUE 02/01/36 95,000.0 $104K 0.02% NEW $1.10
377 STATE BANK OF IN 3.85 26CD FDIC INS DUE 07/06/26IN 104,000.0 $104K 0.02% NEW $1.00
378 ELK RIVER MINN INDP 5 28GO UTX DUE 02/01/28 100,000.0 $104K 0.02% NEW $1.04
379 VANGUARD TOTAL STOCK MKT IDX ADM 573.0 $103K 0.02% NEW $180.24
380 RAMSEY CNTY MINN 2 41GO UTX DUE 02/01/41OID 140,000.0 $103K 0.02% NEW $0.74
Page 19 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%