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Portfolio (Quarterly) Guide ↗

Vermillion & White Wealth Management Group, LLC

· CIK 0001862443
13F Portfolio $184M AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 576 New
Page 27 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 OEF ISHARES S&P 100 ETF 4.0 $1K 0.00% NEW $343.00 +8.0%
522 UPST UPSTART HLDGS INC Financial Services 31.0 $1K 0.00% NEW $43.71 -34.0%
523 TREX TREX CO INC Industrials 38.0 $1K 0.00% NEW $35.08 +9.0%
524 QBTS D-WAVE QUANTUM INC Technology 50.0 $1K 0.00% NEW $26.16 -26.2%
525 QUBT QUANTUM COMPUTING INC Technology 125.0 $1K 0.00% NEW $10.26 -6.8%
526 HUBG HUB GROUP INC CLASS A Industrials 30.0 $1K 0.00% NEW $42.60 -4.5%
527 ODFL OLD DOMINION FREIGHT LIN Industrials 8.0 $1K 0.00% NEW $156.75 +32.5%
528 SBUX STARBUCKS CORP Consumer Cyclical 14.0 $1K 0.00% NEW $84.71 +25.7%
529 DIVO AMPLIFY CWP ENHANCED DIVINM ETF 25.0 $1K 0.00% NEW $45.96 -0.1%
530 UAL UNITED AIRLINES HLDG Industrials 10.0 $1K 0.00% NEW $111.80 -12.3%
531 AFRM AFFIRM HLDGS INC CLASS A Technology 15.0 $1K 0.00% NEW $74.40 -9.7%
532 ETSY INC 20.0 $1K 0.00% NEW $55.45
533 EFX EQUIFAX INC Industrials 5.0 $1K 0.00% NEW $217.80 -25.1%
534 SPLB ST SRT SPDR PRTFL L T CRPRT B ETF IV 45.0 $1K 0.00% NEW $22.80 -3.2%
535 ENR ENERGIZER HLDGS INC NEW Industrials 50.0 $995.0 0.00% NEW $19.90 -13.1%
536 MTN VAIL RESORTS INC Consumer Cyclical 7.0 $929.0 0.00% NEW $132.71 -4.4%
537 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 3.0 $911.0 NEW $303.67 +32.3%
538 PH PARKER-HANNIFIN CORP Industrials 1.0 $878.0 NEW $878.00 -2.1%
539 XLU STATE STRT UTLTES SLET SCTR SPDR ETF 20.0 $863.0 NEW $43.15 +4.3%
540 VIR VIR BIOTECHNOLOGY INC Healthcare 143.0 $862.0 NEW $6.03 +47.3%
Page 27 of 29  ·  576 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 36.5%
Financial Services 11.6%
Consumer Defensive 11.5%
Industrials 9.1%
Consumer Cyclical 8.4%
Healthcare 7.4%
Utilities 6.6%
Communication Services 4.4%
Basic Materials 2.1%
Energy 1.9%