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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 2 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQ VANGUARD INDEX FDS 25,015.0 $2.2M 0.87% +7K +37.1% $88.70 +11.1%
22 CAT CATERPILLAR INC Industrials 2,921.0 $2.1M 0.81% $708.47 +28.5%
23 VYM VANGUARD WHITEHALL FDS 13,211.0 $2.0M 0.77% +2K +12.8% $148.10 +8.3%
24 DFSB DIMENSIONAL ETF TRUST 29,560.0 $1.5M 0.60% $51.74 +1.0%
25 XME SPDR SERIES TRUST 13,382.0 $1.4M 0.57% +2K +15.4% $108.01 +11.5%
26 DFAC DIMENSIONAL ETF TRUST 36,454.0 $1.4M 0.56% +196.0 +0.5% $38.86 +13.3%
27 DFIS DIMENSIONAL ETF TRUST 41,110.0 $1.4M 0.54% +15K +54.9% $33.67 +7.6%
28 XLK SELECT SECTOR SPDR TR 10,204.0 $1.4M 0.53% +4K +54.4% $132.90 +39.1%
29 SCHF SCHWAB STRATEGIC TR 52,323.0 $1.3M 0.51% +2K +3.8% $24.75 +12.1%
30 XEL XCEL ENERGY INC Utilities 16,293.0 $1.3M 0.51% +100.0 +0.6% $79.44 -1.5%
31 AMZN AMAZON COM INC Consumer Cyclical 6,182.0 $1.3M 0.51% +839.0 +15.7% $208.27 +14.5%
32 DFAT DIMENSIONAL ETF TRUST 20,511.0 $1.3M 0.50% +5K +28.8% $62.45 +11.4%
33 SCHZ SCHWAB STRATEGIC TR 54,483.0 $1.3M 0.50% -2K -3.6% $23.22 -0.6%
34 PICK ISHARES INC 21,941.0 $1.2M 0.49% +4K +21.4% $56.59 +15.0%
35 VTWO VANGUARD SCOTTSDALE FDS 11,512.0 $1.2M 0.45% $100.17 +18.2%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,717.0 $1.1M 0.44% -39.0 -2.2% $650.17 +14.1%
37 VTI VANGUARD INDEX FDS 3,344.0 $1.1M 0.42% -377.0 -10.1% $320.80 +14.2%
38 WMT WALMART INC Consumer Defensive 8,417.0 $1.0M 0.41% +789.0 +10.3% $124.28 -3.0%
39 DFSU DIMENSIONAL ETF TRUST 24,229.0 $996K 0.39% $41.09 +12.5%
40 MSFT MICROSOFT CORP Technology 2,400.0 $889K 0.35% +437.0 +22.3% $370.21 +5.5%
Page 2 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%