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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 23 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 COLLINSVILLE TE 4.125 53GO UTX DUE 08/15/53OID 100,000.0 $93K 0.02% NEW $0.93
442 AVGO BROADCOM INC Technology 246.0 $93K 0.02% -256.0 -51.0% $377.76 -2.5%
443 CARROLLTON TEX FMRS 4 53GO UTX DUE 02/15/53OID 100,000.0 $93K 0.02% NEW $0.93
444 KKR KKR & CO INC 1,011.0 $93K 0.02% -8.0 -0.8% $91.79
445 MEDINA VALLEY TEX I 4 53GO UTX DUE 02/15/53OID 100,000.0 $92K 0.02% NEW $0.92
446 BSV VANGUARD BD INDEX FDS 1,183.0 $92K 0.02% -86.0 -6.8% $77.92 -0.4%
447 CSCO CISCO SYS INC Technology 784.0 $92K 0.02% -265.0 -25.3% $117.54 -5.5%
448 FAYETTE CNTY KY BRD 4 49GO UTX DUE 04/01/49OID 100,000.0 $91K 0.02% NEW $0.91
449 NEEDHAM BANK 3.95 26CD FDIC INS DUE 09/29/26US 90,000.0 $90K 0.02% NEW $1.00
450 AMERICAN FDS EUPAC F-3 1,408.0 $90K 0.02% NEW $63.82
451 IREN IREN LIMITED Financial Services 1,947.0 $89K 0.02% -102.0 -5.0% $45.73 -8.4%
452 PFF ISHARES TR 2,916.0 $89K 0.02% +37.0 +1.3% $30.49 -0.1%
453 DFA EMERGING MARKETS CORE EQUITY 2 I 2,510.0 $88K 0.02% NEW $35.07
454 ISHARES TR 1,755.0 $87K 0.02% +9.0 +0.5% $49.54
455 FIDELITY ADVISOR INTL CAP APP Z 2,138.0 $86K 0.02% NEW $40.41
456 FIDELITY GLOBAL EX US INDEX 4,018.0 $86K 0.02% NEW $21.42
457 GOLDMAN SACHS BA 3.95 26CD FDIC INS DUE 08/19/26US 86,000.0 $86K 0.02% NEW $1.00
458 DFA INTERMEDIATE GOVT FIXED-INCOME I 7,730.0 $86K 0.02% NEW $11.12
459 HENNEPIN CNTY MINN 5 28GO UTX DUE 12/01/28 80,000.0 $85K 0.02% NEW $1.06
460 OSSEO MINN INDPT SC 4 44GO UTX DUE 02/01/44 85,000.0 $85K 0.02% NEW $0.99
Page 23 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%