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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 64 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 DFA INTERMEDIATE-TERM MUNICIPAL BD I 852.0 $9K 0.00% NEW $10.18
1262 EDISON INTERNTNL 4.5 40 DUE 09/01/40 10,000.0 $9K 0.00% NEW $0.86
1263 WISCONSIN ST HE 3.125 44SYST HLTH DUE 12/15/44OID XTRO 10,000.0 $9K 0.00% NEW $0.86
1264 WISCONSIN HEALTH & 4 48CCRC HLTH DUE 07/01/48OID XTRO 10,000.0 $9K 0.00% NEW $0.86
1265 PEY INVESCO EXCHANGE TRADED FD T 369.0 $9K 0.00% $23.18 +8.4%
1266 SCHWAB MARKETTRACK GROWTH 292.0 $9K 0.00% NEW $29.26
1267 DUKE ENERGY PRO 4.375 44 DUE 03/30/44 10,000.0 $9K 0.00% NEW $0.85
1268 ARCC ARES CAPITAL CORP Financial Services 458.0 $8K 0.00% $18.53 +6.7%
1269 ORACLE CORP 3.9 35 DUE 05/15/35 10,000.0 $8K 0.00% NEW $0.85
1270 ASHWAUBENON WIS CMN 3 44LEAS BLDG DUE 06/01/44OID XTRO 10,000.0 $8K 0.00% NEW $0.84
1271 ALTRIA GROUP, INC 4.5 43 DUE 05/02/43 10,000.0 $8K 0.00% NEW $0.84
1272 BANK OF AMERICA C 3.6 40 DUE 02/15/40 10,000.0 $8K 0.00% NEW $0.83
1273 SMITHFIELD FOODS INC 341.0 $8K 0.00% NEW $24.26
1274 RUTGERS ST UNIV 4.146 48PUB EDUC DUE 05/01/48TAXBL 10,000.0 $8K 0.00% NEW $0.83
1275 SCHWAB TARGET 2030 INDEX 436.0 $8K 0.00% NEW $18.90
1276 MASSACHUSETTS ST 3 46GO LTX DUE 09/01/46OID 10,000.0 $8K 0.00% NEW $0.82
1277 LAKE SUPERIOR M 2.125 38GO UTX DUE 02/01/38OID 10,000.0 $8K 0.00% NEW $0.81
1278 FIDELITY ADVISOR DIVERSIFIED INTL I 249.0 $8K 0.00% NEW $32.43
1279 SPDW SPDR INDEX SHS FDS 159.0 $8K 0.00% +8.0 +5.3% $50.37 +2.5%
1280 PII POLARIS INC Consumer Cyclical 116.0 $8K 0.00% -1.0 -0.8% $68.44 -5.9%
Page 64 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%