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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $246M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 623 New
Page 6 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WHR WHIRLPOOL CORP Consumer Cyclical 2,639.0 $190K 0.08% NEW $72.14 -44.4%
102 PG PROCTER AND GAMBLE CO Consumer Defensive 1,292.0 $185K 0.07% NEW $143.35 +5.1%
103 VDE VANGUARD WORLD FD 1,464.0 $184K 0.07% NEW $125.96 +22.5%
104 ABT ABBOTT LABS Healthcare 1,378.0 $173K 0.07% NEW $125.34 -29.4%
105 DFSE DIMENSIONAL ETF TRUST 4,098.0 $170K 0.07% NEW $41.48 +22.3%
106 VB VANGUARD INDEX FDS 646.0 $167K 0.07% NEW $258.01 +13.6%
107 CORP PIMCO ETF TR 1,633.0 $160K 0.07% NEW $97.85 -1.4%
108 CAG CONAGRA BRANDS INC Consumer Defensive 9,209.0 $159K 0.07% NEW $17.31 -24.0%
109 QCOM QUALCOMM INC Technology 926.0 $158K 0.06% NEW $171.06 +24.5%
110 ABBV ABBVIE INC Healthcare 692.0 $158K 0.06% NEW $228.49 -3.2%
111 EPD ENTERPRISE PRODS PARTNERS L Energy 4,866.0 $156K 0.06% NEW $32.06 +13.9%
112 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 509.0 $155K 0.06% NEW $303.89 +42.2%
113 WM WASTE MGMT INC DEL Industrials 688.0 $151K 0.06% NEW $219.71 -0.5%
114 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,928.0 $145K 0.06% NEW $49.65 -26.8%
115 IWM ISHARES TR 587.0 $145K 0.06% NEW $246.22 +17.7%
116 MRK MERCK & CO INC Healthcare 1,350.0 $142K 0.06% NEW $105.26 +9.7%
117 GOOG ALPHABET INC Communication Services 448.0 $141K 0.06% NEW $314.11 +15.3%
118 QQQM INVESCO EXCH TRADED FD TR II 555.0 $140K 0.06% NEW $252.94 +17.6%
119 FNDE SCHWAB STRATEGIC TR 3,869.0 $140K 0.06% NEW $36.06 +12.7%
120 UNP UNION PAC CORP Industrials 600.0 $139K 0.06% NEW $231.32 +11.6%
Page 6 of 32  ·  623 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 23.7%
Financial Services 17.5%
Healthcare 14.4%
Industrials 11.8%
Consumer Defensive 7.5%
Consumer Cyclical 7.4%
Utilities 6.0%
Energy 4.6%
Communication Services 4.0%
Basic Materials 2.5%