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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 5 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 1,194.0 $292K 0.12% +163.0 +15.8% $244.54 -3.8%
82 LMT LOCKHEED MARTIN CORP Industrials 476.0 $288K 0.11% +14.0 +3.0% $604.96 -11.4%
83 V VISA INC Financial Services 946.0 $286K 0.11% +117.0 +14.1% $302.26 +7.1%
84 SCHA SCHWAB STRATEGIC TR 9,764.0 $284K 0.11% -83.0 -0.8% $29.08 +19.7%
85 SCHO SCHWAB STRATEGIC TR 10,626.0 $258K 0.10% -641.0 -5.7% $24.27 -0.5%
86 FLRN SPDR SERIES TRUST 8,322.0 $256K 0.10% -2K -17.8% $30.78 +0.0%
87 SGVT SCHWAB STRATEGIC TR 2,538.0 $256K 0.10% $100.72 -0.1%
88 VDE VANGUARD WORLD FD 1,473.0 $255K 0.10% +9.0 +0.6% $172.99 -9.9%
89 VO VANGUARD INDEX FDS 846.0 $243K 0.10% $287.12 -71.9%
90 VPU VANGUARD WORLD FD 1,226.0 $243K 0.10% $198.13 -1.5%
91 DFAX DIMENSIONAL ETF TRUST 6,803.0 $231K 0.09% $33.97 +11.3%
92 GS GOLDMAN SACHS GROUP INC Financial Services 272.0 $230K 0.09% +42.0 +18.3% $845.20 +29.0%
93 BOND PIMCO ETF TR 2,451.0 $226K 0.09% -96.0 -3.8% $92.30 -0.1%
94 NMS NUVEEN MINN QUALITY MUN INM Financial Services 18,517.0 $226K 0.09% +301.0 +1.6% $12.19 +0.2%
95 GOOG ALPHABET INC Communication Services 768.0 $220K 0.09% +320.0 +71.4% $286.73 +29.4%
96 C CITIGROUP INC Financial Services 1,900.0 $215K 0.09% +100.0 +5.6% $113.41 +26.1%
97 VIGI VANGUARD WHITEHALL FDS 2,407.0 $213K 0.08% -270.0 -10.1% $88.47 +6.7%
98 PG PROCTER & GAMBLE CO Consumer Defensive 1,421.0 $205K 0.08% +129.0 +10.0% $144.43 +5.6%
99 WM WASTE MGMT INC DEL Industrials 820.0 $189K 0.07% +132.0 +19.2% $229.91 -5.6%
100 EPD ENTERPRISE PRODS PARTNERS L Energy 4,868.0 $184K 0.07% $37.84 -3.7%
Page 5 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%