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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 6 of 79  ·  1,563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 1,499.0 $180K 0.07% +149.0 +11.0% $120.30 -4.3%
102 ABBV ABBVIE INC Healthcare 816.0 $177K 0.07% +124.0 +17.9% $217.49 +2.3%
103 IGM ISHARES TR 1,489.0 $176K 0.07% $118.48 +35.9%
104 DFSE DIMENSIONAL ETF TRUST 4,103.0 $174K 0.07% $42.37 +17.6%
105 VFH VANGUARD WORLD FD 1,439.0 $174K 0.07% -111.0 -7.2% $120.78 +10.3%
106 OKLO OKLO INC Utilities 3,500.0 $174K 0.07% +500.0 +16.7% $49.59 +15.8%
107 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 509.0 $172K 0.07% $337.95 +26.0%
108 VB VANGUARD INDEX FDS 648.0 $170K 0.07% $261.96 +13.2%
109 CORP PIMCO ETF TR 1,682.0 $163K 0.06% +49.0 +3.0% $96.79 +0.1%
110 PLTR PALANTIR TECHNOLOGIES INC Technology 1,109.0 $162K 0.06% -38.0 -3.3% $146.28 -8.9%
111 FNDA SCHWAB STRATEGIC TR 4,936.0 $160K 0.06% +563.0 +12.9% $32.43 +14.1%
112 UNP UNION PAC CORP Industrials 647.0 $157K 0.06% +47.0 +7.8% $242.62 +10.2%
113 AVGO BROADCOM INC Technology 502.0 $155K 0.06% +256.0 +104.1% $309.52 +21.7%
114 CAG CONAGRA BRANDS INC Consumer Defensive 9,674.0 $152K 0.06% +465.0 +5.0% $15.72 -13.7%
115 ABT ABBOTT LABORATORIES Healthcare 1,456.0 $149K 0.06% +78.0 +5.7% $102.68 -11.7%
116 IWM ISHARES TR 588.0 $146K 0.06% $248.06 +17.7%
117 CF CF INDUSTRIES HOLD Basic Materials 1,093.0 $142K 0.06% -13.0 -1.2% $129.82 -18.7%
118 AMD ADVANCED MICRO DEVICES INC Technology 687.0 $140K 0.06% +111.0 +19.3% $203.43 +149.4%
119 IUSV ISHARES TR 1,295.0 $132K 0.05% $102.25 +8.6%
120 GE GE AEROSPACE Industrials 466.0 $132K 0.05% +85.0 +22.3% $283.75 +24.0%
Page 6 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%