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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 2 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 5,521.0 $3.8M 0.89% -324.0 -5.5% $686.75 +2.1%
22 DFNM DIMENSIONAL ETF TRUST 73,634.0 $3.6M 0.83% +5K +6.6% $48.34 -1.5%
23 LLY ELI LILLY & CO Healthcare 2,953.0 $3.5M 0.83% -398.0 -11.9% $1199.45 +3.9%
24 DFA US LARGE COMPANY I 62,518.0 $3.1M 0.73% NEW $49.77
25 VNQ VANGUARD INDEX FDS 28,645.0 $2.8M 0.65% +4K +14.5% $96.43 +2.2%
26 AAPL APPLE INC Technology 9,087.0 $2.6M 0.62% -2K -16.2% $289.37 +7.6%
27 SCHWAB PRIME ADVANTAGE MONEY INVESTOR 2,577,503.0 $2.6M 0.60% NEW $1.00
28 VTEB VANGUARD MUN BD FDS 48,257.0 $2.4M 0.57% -276.0 -0.6% $50.58 -2.0%
29 DFA MN MUNICIPAL BOND INSTITUTIONAL 245,436.0 $2.4M 0.57% NEW $9.85
30 CAT CATERPILLAR INC Industrials 2,196.0 $2.3M 0.55% -725.0 -24.8% $1064.64 -23.4%
31 US TREASUR NT 0.75 08/26UST NOTE DUE 08/31/26 2,152,000.0 $2.1M 0.50% NEW $0.99
32 VYM VANGUARD WHITEHALL FDS 13,464.0 $2.1M 0.50% +253.0 +1.9% $158.03 +3.8%
33 SCHWAB MUNICIPAL MONEY INV 2,043,508.0 $2.0M 0.48% NEW $1.00
34 NVDA NVIDIA CORPORATION Technology 9,558.0 $1.9M 0.45% -4K -30.7% $200.08 +8.4%
35 US TREASUR NT 1.5 08/26UST NOTE DUE 08/15/26 1,672,000.0 $1.7M 0.39% NEW $1.00
36 DFAT DIMENSIONAL ETF TRUST 23,336.0 $1.6M 0.38% +3K +13.8% $69.90 +1.8%
37 DFAC DIMENSIONAL ETF TRUST 36,543.0 $1.6M 0.38% $44.36 +2.3%
38 SCHX SCHWAB STRATEGIC TR 54,290.0 $1.6M 0.38% -48K -47.1% $29.43 +2.2%
39 XME SPDR SERIES TRUST 14,869.0 $1.6M 0.37% +1K +11.1% $106.93 +7.3%
40 DFSB DIMENSIONAL ETF TRUST 29,868.0 $1.6M 0.36% +308.0 +1.0% $52.11 -2.6%
Page 2 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 22.2%
Financial Services 16.9%
Industrials 15.2%
Healthcare 14.8%
Consumer Defensive 8.0%
Utilities 6.6%
Consumer Cyclical 5.7%
Communication Services 3.7%
Energy 3.7%
Basic Materials 2.6%