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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 65 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 DFA GLOBAL REAL ESTATE SECURITIES PORT 681.0 $8K 0.00% NEW $11.56
1282 WISCONSIN ST HE 3.125 49SYST HLTH DUE 12/15/49OID XTRO 10,000.0 $8K 0.00% NEW $0.78
1283 MAIR MADISON AIR SOLUTIONS CORP Industrials 200.0 $8K 0.00% NEW $39.00 -32.7%
1284 DFA SHORT-DURATION REAL RETURN INSTL 720.0 $8K 0.00% NEW $10.74
1285 DUPONT DE NEMOURS INC 57.0 $8K 0.00% NEW $135.63
1286 US TREASU NT 3.875 08/34UST NOTE DUE 08/15/34 8,000.0 $8K 0.00% NEW $0.97
1287 DUPONT DE NEMOUR 4.05 49 DUE 08/15/49 10,000.0 $8K 0.00% NEW $0.77
1288 APPLE INC. 3.45 45 DUE 02/09/45 10,000.0 $8K 0.00% NEW $0.76
1289 EFAV ISHARES TR 86.0 $8K 0.00% +2.0 +2.4% $87.24 +7.7%
1290 PARAMOUNT GLOBAL 5.85 43 DUE 09/01/43 10,000.0 $7K 0.00% NEW $0.75
1291 INVESCO GLOBAL CORE EQUITY Y 421.0 $7K 0.00% NEW $17.56
1292 NORTHERN STATES 3.75 47 DUE 12/01/47 10,000.0 $7K 0.00% NEW $0.73
1293 T. ROWE PRICE EM MKTS DISCV STK I 327.0 $7K 0.00% NEW $22.34
1294 AMERICAN FDS TAX EXEMPT BOND F-3 581.0 $7K 0.00% NEW $12.57
1295 JD JD.COM INC Consumer Cyclical 286.0 $7K 0.00% $25.48 +15.4%
1296 NICE NICE LTD Technology 80.0 $7K 0.00% $90.85 +10.5%
1297 THE BOEING CO 3.65 47 DUE 03/01/47 10,000.0 $7K 0.00% NEW $0.72
1298 IDLV INVESCO EXCH TRADED FD TR II 209.0 $7K 0.00% -171.0 -45.0% $34.49 +4.3%
1299 EATON VANCE TAX-MANAGED GLOB 747.0 $7K 0.00% $9.64
1300 US TREASURY 5.5 08/28UST BOND DUE 08/15/28 7,000.0 $7K 0.00% NEW $1.02
Page 65 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%